← 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	Livforsakringsbolaget Skandia Stockholm, Sweden	$4.59M	+$92.8K	2	0.42%	Increased
427	LSC Lesa Sroufe & Co Seattle, Washington	$4.59M	+$1.36K	1	3.38%	Increased
428	MC Moors & Cabot Boston, Massachusetts	$4.47M	-$651K	1	0.6%	Reduced
429	Ameritas Investment Partners Lincoln, Nebraska	$4.46M	-$447K	6	0.21%	Reduced
430	MetLife Investment Management Whippany, New Jersey	$4.4M	-$2.23M	3	0.05%	Reduced
431	AIM Arcadia Investment Management Kalamazoo, Michigan	$4.37M	-$22.3K	1	1.22%	Reduced
432	Nikko Asset Management Americas New York	$4.37M	+$4.52M	1	0.13%	New
433	MCIM Meadow Creek Investment Management Atlanta, Georgia	$4.36M	-$2.24M	3	0.09%	Reduced
434	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.35M	-$54.6K	3	0.2%	Reduced
435	Fort Washington Investment Advisors Cincinnati, Ohio	$4.32M	-$4.64K	1	0.04%	Reduced
436	Cullen Capital Management New York	$4.3M	+$143K	1	0.16%	Increased
437	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.28M	+$114K	2	0.38%	Increased
438	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$4.28M	+$434K	1	0.66%	Increased
439	CF CNA Financial Chicago, Illinois	$4.27M	+$237K	2	0.94%	Increased
440	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.25M	-$287K	2	0.17%	Reduced
441	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.21M	-$232K	3	0.22%	Reduced
442	Balyasny Asset Management Chicago, Illinois	$4.2M	-$59.2M	4	0.02%	Reduced
443	BCP Blue Chip Partners Farmington Hills, Michigan	$4.18M	+$1.01M	1	1.11%	Increased
444	IHL Investment House LLC Redondo Beach, California	$4.16M	+$149K	1	0.48%	Increased
445	WTFG Wells Trecaso Financial Group Akron, Ohio	$4.13M	+$91.5K	1	3.87%	Increased
446	Atria Investments Charlotte, North Carolina	$4.09M	+$361K	2	0.18%	Increased
447	Williams Jones & Associates New York	$4.09M	-$570K	1	0.09%	Reduced
448	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$4.07M	$0	1	0.66%	Maintained
449	SCA Sage Capital Advisors Sioux Falls, South Dakota	$4M	$0	1	2.8%	Maintained
450	GCP GSA Capital Partners London, United Kingdom	$3.95M	-$177K	4	0.2%	Reduced