← 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	Fifth Third Bancorp Cincinnati, Ohio	$4.67M	-$680K	3	0.03%	Reduced
427	SCA Sage Capital Advisors Sioux Falls, South Dakota	$4.65M	+$8.83K	1	2.91%	Increased
428	ED Exane Derivatives Paris, France	$4.6M	+$1.75M	1	0.86%	Increased
429	GCP GSA Capital Partners London, United Kingdom	$4.57M	+$497K	3	0.25%	Increased
430	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.56M	-$1.14M	3	0.06%	Reduced
431	ING Group Amsterdam, Netherlands	$4.55M	+$3.89M	1	0.08%	Increased
432	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$4.53M	+$106K	1	0.38%	Increased
433	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.53M	-$131K	2	0.17%	Reduced
434	Voloridge Investment Management Jupiter, Florida	$4.53M	+$5.04M	2	0.1%	New
435	WhitTier Trust Company Reno, Nevada	$4.5M	+$108K	3	0.33%	Increased
436	Credit Agricole Montrouge Cedex, France	$4.48M	+$1.53M	2	0.21%	Increased
437	JWM Jackson Wealth Management Lake Mary, Florida	$4.47M	+$1.79M	2	0.94%	Increased
438	Curi RMB Capital Chicago, Illinois	$4.45M	-$266K	1	0.11%	Reduced
439	Dai-ichi Life Insurance Company Tokyo, Japan	$4.45M	-$5.1M	3	0.1%	Reduced
440	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.43M	-$19.8K	3	0.19%	Reduced
441	SAM Securian Asset Management St Paul, Minnesota	$4.4M	-$35.7K	2	0.1%	Reduced
442	Cullen Capital Management New York	$4.34M	-$615K	1	0.16%	Reduced
443	Mutual of America Capital Management New York	$4.33M	-$1.88M	3	0.06%	Reduced
444	DIP DT Investment Partners Chadds Ford, Pennsylvania	$4.28M	+$328K	1	0.61%	Increased
445	LSC Lesa Sroufe & Co Seattle, Washington	$4.28M	+$8.29K	1	3.22%	Increased
446	Loews Corp New York	$4.24M	+$3.92M	3	0.03%	Increased
447	BCM Bourgeon Capital Management Darien, Connecticut	$4.23M	+$378K	1	2.18%	Increased
448	TCM Teza Capital Management Chicago, Illinois	$4.22M	+$2.26M	2	0.97%	Increased
449	FNT First Nebraska Trust Lincoln, Nebraska	$4.19M	-$133K	1	0.71%	Reduced
450	WesBanco Bank Wheeling, West Virginia	$4.17M	-$49.1K	1	0.21%	Reduced