← 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
626	Granahan Investment Management Waltham, Massachusetts	$1.57M	-$191K	1	0.14%	Reduced
627	PCTC Perkins Coie Trust Company Seattle, Washington	$1.56M	+$37.6K	1	0.84%	Increased
628	CG Cutler Group San Francisco, California	$1.56M	-$211K	5	0.06%	Reduced
629	SFM Sphera Funds Management Tel Aviv, Israel	$1.54M	+$1.55M	1	0.26%	New
630	LAM Lingohr Asset Management Duesseldorf, Germany	$1.54M	-$6.56K	1	0.89%	Reduced
631	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.51M	+$118K	1	0.07%	Increased
632	KIA KCM Investment Advisors Greenbrae, California	$1.51M	+$259K	1	0.09%	Increased
633	OMERS Administration Corp Toronto, Ontario, Canada	$1.51M	+$1.48M	1	0.02%	New
634	Cambridge Investment Research Advisors Fairfield, Iowa	$1.51M	-$4.26K	2	0.02%	Reduced
635	Winton Group London, United Kingdom	$1.49M	+$1.47M	2	0.04%	New
636	SAM Shell Asset Management The Hague, Netherlands	$1.48M	$0	1	0.03%	Maintained
637	PP Palladium Partners Norfolk, Virginia	$1.48M	-$57.9K	1	0.12%	Reduced
638	WCA Westover Capital Advisors Wilmington, Delaware	$1.47M	-$42.8K	1	0.97%	Reduced
639	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.46M	+$188K	2	0.73%	Increased
640	CEP Chicago Equity Partners Chicago, Illinois	$1.45M	-$1.58M	1	0.04%	Reduced
641	CCM Compton Capital Management Providence, Rhode Island	$1.45M	-$41.9K	1	0.66%	Reduced
642	CCT Capital City Trust Tallahassee, Florida	$1.44M	+$27.1K	1	0.56%	Increased
643	Veritable Wilmington, Delaware	$1.43M	-$43.5K	1	0.03%	Reduced
644	Ingalls & Snyder LLC New York	$1.43M	-$15.1K	2	0.08%	Reduced
645	Verition Fund Management Greenwich, Connecticut	$1.42M	+$811K	1	0.14%	Increased
646	Edmond de Rothschild Holding Chambesy, Switzerland	$1.41M	-$411K	1	0.04%	Reduced
647	FRM Fox Run Management Greenwich, Connecticut	$1.41M	+$1.41M	3	0.49%	New
648	Fred Alger Management New York	$1.41M	$0	2	0.01%	Maintained
649	Shelton Capital Management Denver, Colorado	$1.41M	-$1.03M	3	0.1%	Reduced
650	MM Midas Management New York	$1.4M	$0	1	0.74%	Maintained