← 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	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.78M	-$464K	1	0.32%	Reduced
452	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.75M	+$8.34K	3	0.06%	Increased
453	SMH Sanders Morris Harris Houston, Texas	$3.75M	-$20.2K	1	0.97%	Reduced
454	AF Alerus Financial Grand Forks, North Dakota	$3.72M	+$123K	1	0.5%	Increased
455	RegentAtlantic Capital Morristown, New Jersey	$3.71M	-$96.4K	2	0.25%	Reduced
456	Atria Investments Charlotte, North Carolina	$3.71M	+$1.7M	2	0.14%	Increased
457	Mariner Overland Park, Kansas	$3.69M	+$123K	1	0.04%	Increased
458	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.66M	-$127K	4	0.01%	Reduced
459	Oppenheimer & Co New York	$3.65M	-$866K	3	0.1%	Reduced
460	CTA Colonial Trust Advisors Spartanburg, South Carolina	$3.64M	+$35.8K	1	0.66%	Increased
461	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.64M	-$131K	3	0.25%	Reduced
462	Allstate Corporation Northbrook, Illinois	$3.63M	+$782K	1	0.06%	Increased
463	CCM Cadence Capital Management Boston, Massachusetts	$3.62M	+$2.03M	2	0.36%	Increased
464	Laurion Capital Management New York	$3.59M	+$3.66M	3	0.04%	New
465	CAM Carret Asset Management New York	$3.55M	+$53.8K	1	0.56%	Increased
466	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.49M	$0	1	0.81%	Maintained
467	Candriam SCA Strassen, Luxembourg, Luxembourg	$3.49M	-$954K	2	0.04%	Reduced
468	South Dakota Investment Council Sioux Falls, South Dakota	$3.46M	-$987K	1	0.07%	Reduced
469	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$3.42M	+$28.3K	1	1.46%	Increased
470	Jacobs Levy Equity Management Florham Park, New Jersey	$3.41M	+$3.42M	1	0.05%	New
471	ECM Estabrook Capital Management New York	$3.41M	$0	1	0.56%	Maintained
472	DCM Dupont Capital Management Wilmington, Delaware	$3.4M	-$121K	1	0.08%	Reduced
473	CT Coastline Trust Providence, Rhode Island	$3.4M	-$29.5K	1	0.49%	Reduced
474	SCA Sage Capital Advisors Sioux Falls, South Dakota	$3.38M	-$866K	1	2.34%	Reduced
475	SCA Snowden Capital Advisors New York	$3.35M	-$5.76K	2	0.34%	Reduced