← 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
476	Tortoise Capital Advisors Overland Park, Kansas	$38M	+$18.8M	2	0.39%	Increased
477	Wealthfront Advisers Palo Alto, California	$37.9M	+$961K	3	0.07%	Increased
478	Prime Capital Investment Advisors Overland Park, Kansas	$37.8M	-$1.54M	4	0.37%	Reduced
479	Tema ETFs New York	$37.8M	+$20.3M	2	1.22%	Increased
480	Savant Capital Rockford, Illinois	$37.6M	+$27.4M	6	0.11%	Increased
481	MGO One Seven Beachwood, Ohio	$37.5M	+$7.25M	5	0.62%	Increased
482	J. Safra Sarasin Holding	$37.5M	-$115K	4	0.54%	Reduced
483	Klingenstein Fields & Co New York	$37.3M	-$140K	1	1.3%	Reduced
484	Sit Investment Associates Minneapolis, Minnesota	$37.2M	+$563K	4	0.7%	Increased
485	HVCM Hel Ved Capital Management Central, Hong Kong	$37.2M	+$26.5M	4	2.74%	Increased
486	Brinker Capital Investments Berwyn, Pennsylvania	$36.8M	+$3.25M	5	0.28%	Increased
487	PM Pembroke Management Montreal, Quebec, Canada	$36.7M	-$11.7M	1	4.75%	Reduced
488	GIP Granite Investment Partners El Segundo, California	$36.6M	-$110K	1	1.88%	Reduced
489	NAM Nexpoint Asset Management Dallas, Texas	$36.1M	+$16.7M	1	2.41%	Increased
490	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$35.9M	$0	1	0.24%	Maintained
491	Allworth Financial Folsom, California	$35.8M	-$10.8M	9	0.15%	Reduced
492	CP Cumberland Partners Toronto, Ontario, Canada	$35.6M	-$8.61M	1	2.3%	Reduced
493	BlueCrest Capital Management St Helier, Jersey	$35.5M	+$24.7M	2	1.17%	New
494	NZS Capital Denver, Colorado	$35.3M	-$1.73M	1	0.92%	Reduced
495	Y-Intercept (HK) Hong Kong	$35.3M	+$27.8M	4	0.7%	Increased
496	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$35.2M	-$13.6M	3	0.04%	Reduced
497	Mediolanum International Funds Dublin 1, Ireland	$34.7M	+$1.5M	3	0.3%	Increased
498	Envestnet Portfolio Solutions Chicago, Illinois	$34.2M	+$515K	4	0.16%	Increased
499	SCM Soros Capital Management New York	$34.2M	+$26M	3	6.12%	New
500	HM Payson & Co Portland, Maine	$34.1M	+$17.9M	3	0.45%	Increased