← 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
526	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$1.21M	+$223K	2	0.05%	Increased
527	Martingale Asset Management Boston, Massachusetts	$1.19M	+$284	1	0.03%	Increased
528	GS GAM Systematic Cambridge, United Kingdom	$1.18M	+$1.21M	1	0.27%	New
529	AIM Allen Investment Management New York	$1.18M	+$49.5K	1	0.11%	Increased
530	SAM Selway Asset Management	$1.18M	+$65K	1	0.74%	Increased
531	Cambridge Investment Research Advisors Fairfield, Iowa	$1.16M	-$145K	2	0.03%	Reduced
532	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.16M	+$160K	1	0.91%	Increased
533	KCA KR Capital Advisors New York	$1.15M	-$1.95M	1	0.81%	Reduced
534	FCI Financial Counselors Inc Overland Park, Kansas	$1.15M	-$280K	1	0.08%	Reduced
535	DTL Dynamic Technology Lab Singapore	$1.15M	+$394K	2	0.39%	Increased
536	NVIM New Vernon Investment Management Highland Park, Illinois	$1.14M	$0	1	0.89%	Maintained
537	BBI Baxter Bros Inc Riverside, Connecticut	$1.14M	$0	1	0.42%	Maintained
538	Meiji Yasuda Life Insurance Tokyo, Japan	$1.13M	+$8.62K	2	0.19%	Increased
539	PCM Princeton Capital Management Red Bank, New Jersey	$1.12M	+$118K	1	1.27%	Increased
540	WA WealthTrust Axiom Wayne, Pennsylvania	$1.12M	-$119K	1	0.46%	Reduced
541	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.11M	+$63.5K	4	0.09%	Increased
542	PCTC Perkins Coie Trust Company Seattle, Washington	$1.11M	+$15.6K	1	0.89%	Increased
543	RIG Roosevelt Investment Group New York	$1.11M	$0	1	0.07%	Maintained
544	RU RobecoSam USA New York	$1.11M	+$305K	2	1.6%	Increased
545	FA FDx Advisors Chicago, Illinois	$1.1M	-$502K	1	0.09%	Reduced
546	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.1M	$0	1	0.14%	Maintained
547	DC Deere & Company Moline, Illinois	$1.07M	-$863K	1	0.07%	Reduced
548	ZF Zhang Financial Portage, Michigan	$1.07M	+$591K	1	0.68%	Increased
549	AIM Assured Investment Management New York	$1.07M	+$488K	1	0.02%	Increased
550	Amalgamated Bank New York	$1.06M	+$30K	3	0.11%	Increased