← 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
451	SAM Securian Asset Management St Paul, Minnesota	$2.68M	-$25.4K	1	0.09%	Reduced
452	DAM Deltec Asset Management New York	$2.66M	+$2.27M	1	0.6%	Increased
453	William Blair & Company Chicago, Illinois	$2.65M	-$1.3M	2	0%	Reduced
454	Ameritas Investment Partners Lincoln, Nebraska	$2.65M	-$37.2K	2	0.19%	Reduced
455	CA Callahan Advisors Houston, Texas	$2.62M	+$491K	1	0.81%	Increased
456	CC Curian Capital Denver, Colorado	$2.51M	+$1.51M	1	0.04%	Increased
457	HCA Horan Capital Advisors Cincinnati, Ohio	$2.44M	+$521K	1	2.16%	Increased
458	IAM Impax Asset Management Portsmouth, New Hampshire	$2.43M	-$13M	1	0.16%	Reduced
459	RNC Capital Management Los Angeles, California	$2.42M	+$2.71M	1	0.19%	New
460	Nippon Life Insurance Tokyo, Japan	$2.4M	+$67.1K	1	0.06%	Increased
461	GWM Graybill Wealth Management Elmhurst, Illinois	$2.4M	+$30.2K	1	1.84%	Increased
462	Los Angeles Capital Management Los Angeles, California	$2.4M	-$21.1M	2	0.03%	Reduced
463	Weiss Multi-Strategy Advisers New York	$2.36M	-$4.05M	2	0.06%	Reduced
464	AWP Ascent Wealth Partners New Hartford, New York	$2.35M	+$7.45K	1	1.49%	Increased
465	Kentucky Retirement Systems Frankfort, Kentucky	$2.35M	+$2.63M	1	0.17%	New
466	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.33M	-$57.5K	1	0.08%	Reduced
467	Advisors Asset Management Monument, Colorado	$2.33M	-$149K	3	0.03%	Reduced
468	Cubist Systematic Strategies Stamford, Connecticut	$2.32M	+$1.27M	4	0.14%	Increased
469	WhitTier Trust Company Reno, Nevada	$2.29M	+$60.3K	3	0.26%	Increased
470	Norinchukin Bank Tokyo, Japan	$2.29M	-$261K	1	0.07%	Reduced
471	MLICM Metropolitan Life Insurance Company (MetLife) New York	$2.29M	-$21.2M	3	0.02%	Reduced
472	FPA Fieldpoint Private Advisors New York	$2.28M	+$7.09K	1	1.48%	Increased
473	ETrade Capital Management Arlington, Virginia	$2.27M	-$156K	1	0.15%	Reduced
474	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.23M	+$442K	1	0.34%	Increased
475	WSA Wall Street Associates Lajolla, California	$2.23M	-$384K	1	0.23%	Reduced