← 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	CTA Colonial Trust Advisors Spartanburg, South Carolina	$4.17M	+$1.51M	1	0.65%	Increased
452	MPM Meritage Portfolio Management Overland Park, Kansas	$4.16M	-$5.55M	1	0.4%	Reduced
453	BOK Financial Tulsa, Oklahoma	$4.15M	+$311K	2	0.11%	Increased
454	BlueCrest Capital Management St Helier, Jersey	$4.15M	+$3.6M	1	0.11%	Increased
455	Rafferty Asset Management New York	$4.14M	+$1.72M	1	0.07%	Increased
456	B BP London, United Kingdom	$4.11M	$0	1	0.15%	Maintained
457	MAP Moody Aldrich Partners Marblehead, Massachusetts	$4.08M	+$1.48M	3	3.31%	Increased
458	Martingale Asset Management Boston, Massachusetts	$4.08M	-$505K	3	0.05%	Reduced
459	SAM Securian Asset Management St Paul, Minnesota	$4.03M	-$50.5K	2	0.1%	Reduced
460	Kennedy Capital Management St Louis, Missouri	$4.01M	+$3.17M	1	0.07%	New
461	AC Ascend Capital Orinda, California	$4.01M	-$5.25M	1	0.15%	Reduced
462	WTFG Wells Trecaso Financial Group Akron, Ohio	$4M	+$3.94M	1	3.92%	New
463	DCM Dupont Capital Management Wilmington, Delaware	$3.98M	-$1.59M	2	0.09%	Reduced
464	FNT First Nebraska Trust Lincoln, Nebraska	$3.98M	-$23.4K	1	0.81%	Reduced
465	Advisors Asset Management Monument, Colorado	$3.96M	-$3.25K	3	0.07%	Reduced
466	Advent Capital Management New York	$3.95M	$0	1	0.08%	Maintained
467	Atria Investments Charlotte, North Carolina	$3.95M	+$287K	2	0.2%	Increased
468	William Blair & Company Chicago, Illinois	$3.9M	+$277K	2	0.03%	Increased
469	LNB Ledyard National Bank	$3.87M	+$209K	2	0.47%	Increased
470	CIBC Asset Management Toronto, Ontario, Canada	$3.81M	+$30.5K	1	0.02%	Increased
471	QAM Quentec Asset Management New York	$3.79M	+$4.53M	1	0.6%	New
472	Weiss Multi-Strategy Advisers New York	$3.76M	+$1.03M	2	0.1%	Increased
473	WAM World Asset Management Detroit, Michigan	$3.76M	-$503K	3	0.13%	Reduced
474	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.74M	+$255K	2	0.05%	Increased
475	ECM EagleClaw Capital Management Boston, Massachusetts	$3.74M	+$3.89K	1	1.89%	Increased