← All themes Data Centers & Digital Infrastructure

Power for AI

Power for AI covers the generators, turbines, transformers, and independent producers being contracted to feed new data center load. Electricity supply, not silicon, is now the binding constraint on capacity growth.

22 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
426	Cubist Systematic Strategies Stamford, Connecticut	$4.69M	+$259K	4	0.25%	Increased
427	SFM Systematic Financial Management Teaneck, New Jersey	$4.68M	-$5.73M	1	0.09%	Reduced
428	First Citizens Bank & Trust Raleigh, North Carolina	$4.61M	+$1.8M	3	0.62%	Increased
429	FIM Freedom Investment Management Hartford, Connecticut	$4.58M	-$137K	2	0.23%	Reduced
430	Williams Jones & Associates New York	$4.57M	+$348K	1	0.1%	Increased
431	Cullen Capital Management New York	$4.52M	+$106K	1	0.16%	Increased
432	Brinker Capital Berwyn, Pennsylvania	$4.46M	+$1.74M	4	0.17%	Increased
433	Capital Investment Advisors Atlanta, Georgia	$4.45M	+$348K	1	0.29%	Increased
434	Credit Agricole Montrouge Cedex, France	$4.45M	-$68.9M	2	0.3%	Reduced
435	Oribel Capital Management New York	$4.43M	-$9.69M	1	1.48%	Reduced
436	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.43M	+$1.18M	2	0.17%	Increased
437	Nippon Life Global Investors Americas New York	$4.37M	$0	1	0.35%	Maintained
438	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.35M	-$71.1K	3	0.2%	Reduced
439	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.35M	+$1.03M	3	0.22%	Increased
440	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.34M	+$279K	1	0.4%	Increased
441	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$4.33M	+$247K	1	1.49%	Increased
442	Crossmark Global Holdings Houston, Texas	$4.3M	-$228K	3	0.1%	Reduced
443	NA Neuburgh Advisers Los Angeles, California	$4.28M	+$1M	1	0.15%	Increased
444	AIM Assured Investment Management New York	$4.27M	+$1.28M	2	0.09%	Increased
445	CIBC Private Wealth Group Atlanta, Georgia	$4.25M	-$1.99M	3	0.02%	Reduced
446	Swiss Life Asset Management Zurich,	$4.24M	+$4.16M	1	0.09%	New
447	MAM Meeder Asset Management Dublin, Ohio	$4.22M	+$3.29M	4	0.36%	Increased
448	SCA Sage Capital Advisors Sioux Falls, South Dakota	$4.22M	+$19K	1	2.73%	Increased
449	Wolverine Trading Chicago, Illinois	$4.21M	+$2.69M	2	0.02%	Increased
450	Bragg Financial Advisors Charlotte, North Carolina	$4.2M	+$296K	1	0.6%	Increased