← 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
851	UniSuper Management Melbourne, Victoria, Australia	$11.9M	-$254K	1	0.06%	Reduced
852	GSCM Greenfield Seitz Capital Management Dallas, Texas	$11.9M	-$152K	1	3.53%	Reduced
853	Capital Fund Management (CFM) Paris, France	$11.9M	+$325K	2	0.05%	Increased
854	HA Hallstatt Advisors New York	$11.8M	+$1.91M	1	8.33%	Increased
855	EFG International Zurich,	$11.8M	+$719K	4	0.22%	Increased
856	Caption Management Oklahoma City, Oklahoma	$11.8M	+$3.88M	6	0.05%	Increased
857	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$11.8M	+$8.17M	3	0.89%	Increased
858	Perfromance Wealth Partners Hinsdale, Illinois	$11.8M	+$10.8M	1	0.29%	Increased
859	Greenleaf Trust Kalamazoo, Michigan	$11.7M	+$54.3K	4	0.11%	Increased
860	SNB Security National Bank Omaha, Nebraska	$11.7M	+$9.12M	4	1.4%	Increased
861	CF CNA Financial Chicago, Illinois	$11.7M	+$11.1M	1	4.9%	New
862	Loews Corp New York	$11.7M	+$11.1M	1	0.09%	New
863	NFT Nan Fung Trinity Central, Hong Kong, Hong Kong	$11.7M	+$8.77M	1	1.16%	New
864	NPT Nixon Peabody Trust Boston, Massachusetts	$11.7M	+$521K	1	0.83%	Increased
865	WAM Winslow Asset Management Beachwood, Ohio	$11.7M	-$92.8K	1	2.03%	Reduced
866	Bridges Investment Management Omaha, Nebraska	$11.7M	-$36.3K	2	0.14%	Reduced
867	4A 4D Advisors Redondo Beach, California	$11.6M	+$247K	2	4.46%	Increased
868	CA Callahan Advisors Houston, Texas	$11.6M	-$50.2K	2	0.87%	Reduced
869	BPC Bearing Point Capital Bloomington, Minnesota	$11.6M	+$1.87M	1	1.56%	Increased
870	AF Alerus Financial Grand Forks, North Dakota	$11.5M	-$1.51M	1	0.5%	Reduced
871	Riverbridge Partners Minneapolis, Minnesota	$11.5M	+$10.9M	1	0.32%	New
872	Tokio Marine Asset Management Tokyo, Japan	$11.5M	+$2.11M	4	0.35%	Increased
873	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$11.4M	+$225K	1	0.54%	Increased
874	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$11.4M	+$543K	2	1.72%	Increased
875	MC Middleton & Co Boston, Massachusetts	$11.4M	+$104K	1	1.21%	Increased