← 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
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$4.3M -$86.7K 1 0.32% Reduced
427
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$4.29M +$381K 3 0.03% Increased
428
Cumberland Partners
Cumberland Partners
Ontario, Canada
$4.28M -$22.7K 1 0.41% Reduced
429
SCA
Snowden Capital Advisors
New York
$4.23M +$443K 2 0.43% Increased
430
IAM
ICM Asset Management
Washington
$4.22M -$87.7K 1 3.26% Reduced
431
GAM Holding
GAM Holding
Switzerland
$4.19M -$1.81M 1 0.18% Reduced
432
DF
Donoghue Forlines
Massachusetts
$4.18M -$2.57M 1 0.59% Reduced
433
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.17M -$250K 2 0.01% Reduced
434
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$4.16M -$89.2K 1 0.15% Reduced
435
Brinker Capital
Brinker Capital
Pennsylvania
$4.15M +$38.5K 3 0.14% Increased
436
B
BP
United Kingdom
$4.14M +$4.03M 2 0.15% New
437
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$4.14M +$348K 1 0.34% Increased
438
South Texas Money Management
South Texas Money Management
Texas
$4.1M -$31.3M 2 0.17% Reduced
439
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.09M +$178K 3 0.07% Increased
440
Cadence Bank
Cadence Bank
Mississippi
$4.08M +$146K 1 0.38% Increased
441
Marshall Wace
Marshall Wace
United Kingdom
$4.07M +$968K 3 0.03% Increased
442
Howe & Rusling
Howe & Rusling
New York
$4.06M -$1.87M 2 0.71% Reduced
443
BAM
Blueshift Asset Management
New Jersey
$4.04M +$1.89M 2 0.61% Increased
444
Daiwa Securities Group
Daiwa Securities Group
Japan
$4.03M -$383K 2 0.03% Reduced
445
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$4M -$146K 3 0.21% Reduced
446
O'Shares Investment Advisers
O'Shares Investment Advisers
Massachusetts
$3.99M +$2.54M 2 0.6% Increased
447
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$3.97M +$323K 1 0.7% Increased
448
Axiom Investors
Axiom Investors
Connecticut
$3.96M +$1.89M 1 0.11% Increased
449
ECM
EagleClaw Capital Management
Massachusetts
$3.92M +$5.27K 1 1.6% Increased
450
Alerus Financial
Alerus Financial
North Dakota
$3.91M +$187K 1 0.51% Increased