← 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
251	Nisa Investment Advisors St. Louis, Missouri	$10.8M	+$1.77M	2	0.15%	Increased
252	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$10.6M	+$33K	3	0.12%	Increased
253	Polar Asset Management Partners Toronto, Ontario, Canada	$10.4M	+$5.14M	1	0.56%	Increased
254	GCM Grisanti Capital Management New York	$10.4M	-$5.27K	1	3.9%	Reduced
255	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.4M	+$72.1K	1	1.33%	Increased
256	UBS O'Connor Chicago, Illinois	$10.3M	+$10M	1	0.18%	New
257	AIP ARS Investment Partners New York	$10.2M	+$9.59M	1	1.74%	New
258	GC Globeflex Capital San Diego, California	$10.1M	-$452K	2	1.96%	Reduced
259	Sculptor Capital New York	$10.1M	+$6.52M	1	0.03%	Increased
260	EBIM Eagle Boston Investment Management Boston, Massachusetts	$10M	+$1.23M	1	0.66%	Increased
261	HighTower Advisors Chicago, Illinois	$9.98M	+$650K	2	0.15%	Increased
262	CCM Cupps Capital Management Chicago, Illinois	$9.97M	-$6.88M	1	0.89%	Reduced
263	Aberdeen Asset Management Aberdeen, United Kingdom	$9.9M	-$3.5M	2	0.02%	Reduced
264	NAM Nichols Asset Management Sudbury, Massachusetts	$9.78M	-$222K	1	1.92%	Reduced
265	CTI Community Trust & Investment Versailles, Kentucky	$9.78M	+$9.48M	1	1.35%	New
266	Baird Milwaukee, Wisconsin	$9.77M	-$152K	2	0.1%	Reduced
267	Fifth Third Bancorp Cincinnati, Ohio	$9.72M	-$1.93M	2	0.08%	Reduced
268	Fjarde Ap-fonden Stockholm, Sweden	$9.7M	-$544K	2	0.21%	Reduced
269	CCMH Cornerstone Capital Management Holdings New York	$9.7M	-$259K	4	0.1%	Reduced
270	CIM Calvert Investment Management Bethesda, Maryland	$9.7M	-$1.06M	1	0.66%	Reduced
271	GC Gratry & Company Beachwood, Ohio	$9.51M	+$5.4M	1	3.11%	Increased
272	Aperio Group Sausalito, California	$9.45M	+$1.14M	4	0.12%	Increased
273	WBC Westpac Banking Corp Sydney, Australia	$9.33M	+$1.72M	2	0.09%	Increased
274	Natixis Advisors Boston, Massachusetts	$9.26M	+$601K	2	0.17%	Increased
275	KBC Group Brussels, Belgium	$9.13M	+$3.38M	4	0.11%	Increased