← 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	CF Corebridge Financial Houston, Texas	$48.2M	+$47.8M	5	0.26%	New
227	IP Interval Partners New York	$47.6M	+$22.1M	1	1.04%	Increased
228	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$47.5M	+$1.46M	3	0.46%	Increased
229	Westwood Holdings Group Dallas, Texas	$47.5M	-$2.64M	2	0.22%	Reduced
230	Steward Partners Investment Advisory New York	$47.2M	+$419K	5	0.5%	Increased
231	WhitTier Trust Company Reno, Nevada	$47.2M	+$834K	3	1.31%	Increased
232	DAM Delta Asset Management Memphis, Tennessee	$47M	-$486K	2	4.25%	Reduced
233	SCGE Management Menlo Park, California	$46.9M	+$48.3M	1	0.92%	New
234	Teacher Retirement System of Texas Austin, Texas	$46.4M	+$1.6M	3	0.26%	Increased
235	Nissay Asset Management Tokyo, Japan	$46.4M	+$22.3M	2	0.31%	Increased
236	Snyder Capital Management San Francisco, California	$46M	-$4.15M	1	1.03%	Reduced
237	State of Michigan Retirement System Lansing, Michigan	$46M	+$321K	2	0.24%	Increased
238	Schonfeld Strategic Advisors New York	$45.8M	-$27.7M	4	0.3%	Reduced
239	Ossiam Paris, France	$45.2M	+$13.1M	3	0.86%	Increased
240	Guggenheim Capital Chicago, Illinois	$45M	+$1.06M	4	0.32%	Increased
241	Saturna Capital Bellingham, Washington	$43.4M	+$3.11M	2	0.58%	Increased
242	Epoch Investment Partners New York	$43.1M	-$36.9M	1	0.2%	Reduced
243	M&T Bank Buffalo, New York	$42.8M	-$6.19M	4	0.15%	Reduced
244	DFO Duquesne Family Office New York	$42.7M	-$72.6M	1	1.47%	Reduced
245	Zevenbergen Capital Investments Edmonds, Washington	$42.7M	-$642K	1	0.91%	Reduced
246	Cullen/Frost Bankers San Antonio, Texas	$41.9M	-$2.02M	2	0.61%	Reduced
247	UMB Bank Kansas City, Missouri	$41.6M	-$5.86M	3	0.68%	Reduced
248	Storebrand Asset Management Lysaker, Norway	$41.6M	+$1.96M	3	0.14%	Increased
249	WAM WT Asset Management Hong Kong	$41.5M	+$407K	1	4.04%	Increased
250	QRG Capital Management Chicago, Illinois	$41.5M	-$330K	3	0.49%	Reduced