← 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	ProShare Advisors Bethesda, Maryland	$3.7M	-$402K	3	0.04%	Reduced
452	ECM EagleClaw Capital Management Boston, Massachusetts	$3.69M	-$5.72K	1	2.16%	Reduced
453	Nomura Holdings Tokyo, Japan	$3.69M	+$3.24M	3	0.01%	Increased
454	Trust Company of Vermont Brattleboro, Vermont	$3.68M	+$298K	1	0.38%	Increased
455	Cubist Systematic Strategies Stamford, Connecticut	$3.67M	+$1.91M	3	0.24%	Increased
456	GSA Capital Partners London, United Kingdom	$3.66M	+$675K	3	0.24%	Increased
457	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$3.63M	-$4.14M	1	0.03%	Reduced
458	Ledyard National Bank	$3.62M	-$51.8K	2	0.52%	Reduced
459	BIC Bridges Investment Counsel Omaha, Nebraska	$3.6M	+$1.24M	1	0.82%	Increased
460	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.59M	+$2.82M	1	0.18%	Increased
461	Quantbot Technologies New York	$3.58M	+$1.56M	4	0.34%	Increased
462	BOK Financial Tulsa, Oklahoma	$3.58M	-$388K	1	0.11%	Reduced
463	BlueCrest Capital Management St Helier, Jersey	$3.56M	+$3.48M	1	0.14%	New
464	CIBC Private Wealth Group Atlanta, Georgia	$3.56M	-$265K	2	0.02%	Reduced
465	DCM Dupont Capital Management Wilmington, Delaware	$3.48M	+$108K	1	0.08%	Increased
466	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$3.46M	+$3.4M	1	0.15%	New
467	Sumitomo Life Insurance Tokyo, Japan	$3.44M	+$584K	1	0.45%	Increased
468	First Citizens Bank & Trust Raleigh, North Carolina	$3.43M	-$771K	3	0.44%	Reduced
469	Intrinsic Edge Capital Management Chicago, Illinois	$3.42M	+$3.38M	1	1.06%	New
470	Clifford Swan Investment Counsel Pasadena, California	$3.42M	-$528K	2	0.21%	Reduced
471	MIM Marco Investment Management Atlanta, Georgia	$3.38M	-$53.3K	1	0.56%	Reduced
472	MCM McKinley Capital Management Anchorage, Alaska	$3.38M	+$557K	2	0.13%	Increased
473	OAM Oxford Asset Management Oxford, United Kingdom	$3.35M	+$1.01M	1	0.07%	Increased
474	Bailard Foster City, California	$3.33M	+$5.34K	1	0.27%	Increased
475	Vident Investment Advisory Alpharetta, Georgia	$3.33M	+$124K	1	0.28%	Increased