← 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
501
Verition Fund Management
Verition Fund Management
Connecticut
$2.32M +$559K 3 0.2% Increased
502
SCM
Snow Capital Management
Pennsylvania
$2.31M -$19.1M 1 0.1% Reduced
503
RCM
Riverhead Capital Management
Delaware
$2.26M +$918K 3 0.14% Increased
504
Jane Street
Jane Street
New York
$2.26M -$1.89M 3 0.01% Reduced
505
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$2.25M +$2.1M 1 0.11% New
506
Simplex Trading
Simplex Trading
Illinois
$2.24M +$1.7M 4 0.13% Increased
507
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$2.21M -$32.4K 1 1.36% Reduced
508
WhitTier Trust Company
WhitTier Trust Company
Nevada
$2.2M +$20.7K 3 0.23% Increased
509
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$2.2M -$130K 1 0.16% Reduced
510
Oberweis Asset Management
Oberweis Asset Management
Illinois
$2.2M +$1.47M 1 0.66% Increased
511
Sterling Capital Management
Sterling Capital Management
North Carolina
$2.19M -$5.46M 1 0.02% Reduced
512
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.19M -$2.51K 2 0.04% Reduced
513
RNC Capital Management
RNC Capital Management
California
$2.18M +$48.2K 1 0.18% Increased
514
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$2.17M +$2.13M 1 0.29% New
515
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$2.16M +$404K 1 0.13% Increased
516
OCM
Osterweis Capital Management
California
$2.16M -$295K 1 0.16% Reduced
517
CIBC World Market
CIBC World Market
Ontario, Canada
$2.15M +$1.26M 1 0.01% Increased
518
SFI
SPC Financial Inc
Maryland
$2.15M +$338K 1 0.66% Increased
519
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.14M +$405K 4 0.02% Increased
520
CAM
Carret Asset Management
New York
$2.13M -$336K 1 0.4% Reduced
521
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$2.12M +$297K 2 0.21% Increased
522
MCM
Mork Capital Management
California
$2.11M $0 2 1.49% Maintained
523
People's United Financial
People's United Financial
Connecticut
$2.11M -$284K 1 0.08% Reduced
524
Norinchukin Bank
Norinchukin Bank
Japan
$2.11M -$232K 1 0.05% Reduced
525
CT
Chicago Trust
Illinois
$2.1M +$20.9K 1 0.91% Increased