← 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	CCMH Cornerstone Capital Management Holdings New York	$13.3M	+$696K	4	0.1%	Increased
252	Meyer Handelman Company Rye Brook, New York	$13.2M	-$491K	1	0.6%	Reduced
253	SC Shellback Capital Boston, Massachusetts	$13.1M	+$12.8M	1	1.18%	New
254	DZ Bank Frankfurt Am Main, Germany	$13.1M	+$267K	5	0.05%	Increased
255	Oribel Capital Management New York	$13M	+$4.05M	1	2.69%	Increased
256	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$13M	+$160K	1	0.55%	Increased
257	Acadian Asset Management Boston, Massachusetts	$12.9M	-$4.01M	1	0.06%	Reduced
258	SCM SKBA Capital Management San Francisco, California	$12.8M	+$3.01M	1	1.84%	Increased
259	PP PDT Partners New York	$12.8M	+$11.5M	1	0.42%	New
260	Robeco Schweiz Zurich, Switzerland	$12.7M	+$1.39M	2	0.98%	Increased
261	CC Carlson Capital Dallas, Texas	$12.7M	-$466K	1	0.22%	Reduced
262	Laurion Capital Management New York	$12.6M	+$1.47M	2	0.06%	Increased
263	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$12.6M	+$6.87M	3	0.05%	Increased
264	Emerald Advisers Leola, Pennsylvania	$12.6M	+$12M	1	0.51%	New
265	SAM Steinberg Asset Management New York	$12.5M	-$216K	1	4.39%	Reduced
266	Envestnet Asset Management Chicago, Illinois	$12.4M	-$3.8M	4	0.03%	Reduced
267	Mirae Asset Global Investments Seoul, South Korea	$12.1M	+$2.88M	2	0.22%	Increased
268	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12M	-$5.23M	3	0.14%	Reduced
269	Squarepoint New York	$11.9M	+$8.21M	3	0.23%	Increased
270	State of Michigan Retirement System Lansing, Michigan	$11.9M	-$992K	2	0.1%	Reduced
271	Nisa Investment Advisors St. Louis, Missouri	$11.9M	+$506K	3	0.13%	Increased
272	HAM Hillcrest Asset Management Plano, Texas	$11.9M	-$266K	1	2.15%	Reduced
273	SCA Summit Creek Advisors Minneapolis, Minnesota	$11.8M	-$86.3K	1	2.33%	Reduced
274	AR Advisory Research Chicago, Illinois	$11.5M	+$3.22M	1	0.18%	Increased
275	Fjarde Ap-fonden Stockholm, Sweden	$11.4M	+$156K	2	0.22%	Increased