← 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
201	United Capital Financial Advisors Irving, Texas	$25.9M	-$214K	1	0.14%	Reduced
202	Gateway Investment Advisers Cincinnati, Ohio	$25.8M	+$41K	1	0.29%	Increased
203	R.M. Davis Inc Portland, Maine	$25.2M	+$1.04M	1	0.7%	Increased
204	Twin Tree Management Dallas, Texas	$25M	+$24.1M	2	0.04%	Increased
205	Gabelli Funds Rye, New York	$24.9M	+$609K	2	0.19%	Increased
206	Davis Selected Advisers Tucson, Arizona	$24.5M	-$154K	1	0.16%	Reduced
207	Becker Capital Management Portland, Oregon	$24.4M	+$1.37M	2	1.17%	Increased
208	Jane Street New York	$24.2M	+$3.19M	7	0.01%	Increased
209	Cullen/Frost Bankers San Antonio, Texas	$24.1M	-$330K	2	0.54%	Reduced
210	AIG American International Group New York	$24.1M	-$683K	6	0.16%	Reduced
211	William Blair Investment Management Chicago, Illinois	$23.9M	-$820K	2	0.09%	Reduced
212	Ancora Advisors Cleveland, Ohio	$23.7M	+$207K	2	0.67%	Increased
213	SIM Sadoff Investment Management Milwaukee, Wisconsin	$23.7M	-$76K	1	1.78%	Reduced
214	M&T Bank Buffalo, New York	$23.5M	+$9.02M	3	0.11%	Increased
215	State of Alaska Department of Revenue Juneau, Alaska	$23.4M	+$6.06M	3	0.29%	Increased
216	Congress Wealth Management Boston, Massachusetts	$22.4M	-$524K	2	0.57%	Reduced
217	MAI Capital Management Independence, Ohio	$22.3M	+$1.25M	2	0.43%	Increased
218	ICM Invenomic Capital Management Boston, Massachusetts	$22.3M	+$17.3M	1	1.58%	Increased
219	Royce & Associates New York	$22.3M	-$1.75M	2	0.23%	Reduced
220	Bridgewater Associates Westport, Connecticut	$22.1M	-$12.5M	3	0.09%	Reduced
221	Fjarde Ap-fonden Stockholm, Sweden	$22.1M	+$13M	2	0.28%	Increased
222	UMB Bank Kansas City, Missouri	$22.1M	+$382K	4	0.34%	Increased
223	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$21.7M	+$9.79M	2	0.04%	Increased
224	AIP ARS Investment Partners New York	$21.6M	+$6.35M	2	2.95%	Increased
225	Guggenheim Capital Chicago, Illinois	$21.6M	-$9.34M	4	0.17%	Reduced