← 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
751	FCM Fourier Capital Management Hong Kong,	$15.4M	+$14.2M	2	24.02%	New
752	Virginia Retirement Systems Richmond, Virginia	$15.4M	-$9.51M	3	0.09%	Reduced
753	PR Payden & Rygel Los Angeles, California	$15.3M	+$274K	1	1.17%	Increased
754	MCM Maytus Capital Management New York	$15.2M	+$11.4M	1	2.4%	New
755	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$15.2M	+$280K	1	1.09%	Increased
756	UAS United Asset Strategies Garden City, New York	$15.2M	-$223K	2	1.07%	Reduced
757	Picton Mahoney Asset Management Toronto, Ontario, Canada	$15.2M	+$1.98M	5	0.11%	Increased
758	Ashton Thomas Private Wealth Scottsdale, Arizona	$15.2M	+$473K	4	0.32%	Increased
759	Choreo LLC Rockford, Illinois	$15.1M	+$1.98M	5	0.17%	Increased
760	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$15.1M	+$20.2K	1	4.03%	Increased
761	Callan Family Office Radnor, Pennsylvania	$15M	-$51.2K	4	0.29%	Reduced
762	OL one8zero8 LLC Greensboro, North Carolina	$14.9M	-$359K	1	2.95%	Reduced
763	AAM Azzad Asset Management Falls Church, Virginia	$14.8M	-$512K	3	1.31%	Reduced
764	Prudential plc London, England, United Kingdom	$14.7M	+$3.42M	3	0.08%	Increased
765	OCAM Owl Creek Asset Management New York	$14.7M	+$11M	1	1.22%	New
766	BOCH Blue Owl Capital Holdings New York	$14.7M	+$15.3M	1	2.22%	New
767	NRCM Northern Right Capital Management Darien, Connecticut	$14.6M	+$1.42M	1	4.34%	Increased
768	ACA AYAL Capital Advisors Toronto, Ontario, Canada	$14.6M	-$7.05M	2	3.95%	Reduced
769	IECM Intrinsic Edge Capital Management Chicago, Illinois	$14.6M	-$175K	1	1.51%	Reduced
770	KCM Kingdon Capital Management New York	$14.6M	-$16.2M	1	1.49%	Reduced
771	Kentucky Retirement Systems Frankfort, Kentucky	$14.6M	-$1.43M	2	0.36%	Reduced
772	Salem Investment Counselors Winston Salem, North Carolina	$14.5M	+$305K	3	0.36%	Increased
773	QIM Quest Investment Management Lake Oswego, Oregon	$14.5M	-$2.91M	2	1.7%	Reduced
774	LPU Lansdowne Partners (UK) London, United Kingdom	$14.4M	-$38.6M	1	0.59%	Reduced
775	SAM Southernsun Asset Management Memphis, Tennessee	$14.4M	-$2.95M	1	1.94%	Reduced