← 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	QS Investors New York	$20.7M	-$1.14M	1	0.24%	Reduced
252	Bridgewater Associates Westport, Connecticut	$20.6M	+$20.1M	3	0.13%	New
253	OCM Osterweis Capital Management San Francisco, California	$20.3M	-$3.46M	1	1.04%	Reduced
254	Gulf International Bank (UK) London, United Kingdom	$20.3M	-$1.05M	3	0.26%	Reduced
255	Storebrand Asset Management Lysaker, Norway	$20.3M	-$1.98M	3	0.1%	Reduced
256	MetLife Investment Management Whippany, New Jersey	$20M	-$592K	4	0.18%	Reduced
257	Synovus Financial Columbus, Georgia	$20M	-$328K	2	0.2%	Reduced
258	Handelsbanken Fonder Stockholm, Sweden	$19.9M	+$249K	4	0.1%	Increased
259	State of Michigan Retirement System Lansing, Michigan	$19.7M	-$9.71K	2	0.12%	Reduced
260	CCM Cinctive Capital Management New York	$19.6M	+$6.39M	3	0.92%	Increased
261	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$19.4M	-$5.28M	4	0.35%	Reduced
262	DP DDD Partners Bellevue, Washington	$18.8M	+$571K	1	2.86%	Increased
263	Parnassus Investments San Francisco, California	$18.8M	$0	1	0.04%	Maintained
264	Empyrean Capital Partners Los Angeles, California	$18.8M	$0	1	0.43%	Maintained
265	HighTower Advisors Chicago, Illinois	$18.5M	+$1.77M	4	0.05%	Increased
266	State of Alaska Department of Revenue Juneau, Alaska	$18.4M	-$1.19M	3	0.19%	Reduced
267	SG Americas Securities New York	$18.3M	+$2.38M	5	0.09%	Increased
268	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$18.3M	-$199K	4	0.17%	Reduced
269	TIP Torray Investment Partners Bethesda, Maryland	$18.1M	-$2.04M	2	2.66%	Reduced
270	WhitTier Trust Company Reno, Nevada	$17.9M	+$164K	3	0.75%	Increased
271	Curi RMB Capital Chicago, Illinois	$17.7M	+$63.7K	1	0.59%	Increased
272	M&T Bank Buffalo, New York	$17.6M	+$73.1K	3	0.08%	Increased
273	Achmea Investment Management Zeist, Netherlands	$17.6M	-$1.04M	1	0.6%	Reduced
274	SGAM Smith Group Asset Management Dallas, Texas	$17.5M	$0	1	0.86%	Maintained
275	Calamos Advisors Naperville, Illinois	$17.4M	+$851K	3	0.08%	Increased