← 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
226	Guardian Capital (Canada) Toronto, Ontario, Canada	$11.5M	+$11M	1	0.2%	New
227	Fjarde Ap-fonden Stockholm, Sweden	$11.5M	+$10.9M	2	0.24%	New
228	STB S&T Bank Indiana, Pennsylvania	$11.5M	+$10.7M	1	2.01%	New
229	Driehaus Capital Management Chicago, Illinois	$11.4M	+$10.9M	1	0.5%	New
230	Tudor Investment Corp Stamford, Connecticut	$11.3M	+$10.9M	2	0.85%	New
231	VAM Visium Asset Management New York	$11.3M	+$10.8M	1	0.26%	New
232	Renaissance Technologies New York	$11.3M	+$11.4M	3	0.03%	New
233	Employees Retirement System of Texas Austin, Texas	$11.2M	+$10.6M	3	0.13%	New
234	TC Towle & Co Denver, Colorado	$11.1M	+$10.3M	1	2.72%	New
235	Baird Milwaukee, Wisconsin	$11.1M	+$10.6M	1	0.22%	New
236	Bank of Montreal Toronto, Ontario, Canada	$10.9M	+$10.5M	4	0.02%	New
237	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$10.9M	+$10.5M	1	0.73%	New
238	WesBanco Bank Wheeling, West Virginia	$10.9M	+$10.5M	1	0.71%	New
239	AIM Avity Investment Management Greenwich, Connecticut	$10.8M	+$10.4M	1	2.32%	New
240	TSU TD Securities (USA) New York	$10.6M	+$10.2M	1	0.21%	New
241	PEAK6 Group Chicago, Illinois	$10.5M	+$10M	2	0.04%	New
242	Korea Investment Corp Seoul, South Korea	$10.4M	+$9.96M	2	0.13%	New
243	Associated Banc-Corp Green Bay, Wisconsin	$10.4M	+$9.96M	1	0.85%	New
244	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$10.3M	+$9.61M	1	0.05%	New
245	Regions Financial Corp Birmingham, Alabama	$10.1M	+$9.63M	1	0.14%	New
246	CCMH Cornerstone Capital Management Holdings New York	$10.1M	+$9.63M	2	0.12%	New
247	Nomura Holdings Tokyo, Japan	$10M	+$9.5M	5	0.08%	New
248	Granahan Investment Management Waltham, Massachusetts	$10M	+$9.87M	1	0.29%	New
249	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$9.96M	+$9.53M	2	0.22%	New
250	Anchor Capital Advisors Boston, Massachusetts	$9.85M	+$9.44M	1	0.21%	New