← 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	TC TwinBeech Capital Purchase, New York	$18.2M	+$20.1M	2	0.81%	New
252	RHBC R.H. Bluestein & Co Birmingham, Michigan	$18.1M	+$90.8K	1	1.11%	Increased
253	Manning & Napier Group Fairport, New York	$17.6M	-$3.84M	1	0.2%	Reduced
254	NIP Nicholas Investment Partners Rancho Santa Fe, California	$17.6M	-$4.68M	1	1.66%	Reduced
255	Associated Banc-Corp Green Bay, Wisconsin	$17.5M	-$250K	1	0.77%	Reduced
256	Employees Retirement System of Texas Austin, Texas	$17.5M	-$4.18M	1	0.25%	Reduced
257	Aberdeen Group Edinburgh, United Kingdom	$17.4M	-$2.9M	3	0.05%	Reduced
258	Carnegie Investment Counsel Pepper Pike, Ohio	$17.2M	+$2.2M	1	0.78%	Increased
259	Encompass Capital Advisors New York	$17.1M	-$1.75M	1	1.15%	Reduced
260	Comerica Bank Dallas, Texas	$17M	-$461K	4	0.14%	Reduced
261	DP DDD Partners Bellevue, Washington	$17M	+$201K	1	2.95%	Increased
262	British Columbia Investment Management Victoria, British Columbia, Canada	$17M	-$4.37M	3	0.16%	Reduced
263	Brandes Investment Partners La Jolla, California	$17M	+$297K	1	0.41%	Increased
264	Jennison Associates New York	$16.9M	-$14.2M	1	0.02%	Reduced
265	Hantz Financial Services Southfield, Michigan	$16.8M	-$88.6K	2	0.57%	Reduced
266	Steward Partners Investment Advisory New York	$16.8M	+$355K	5	0.31%	Increased
267	USS Investment Management London, United Kingdom	$16.5M	-$3.59M	2	0.17%	Reduced
268	Synovus Financial Columbus, Georgia	$16.5M	+$57.8K	2	0.19%	Increased
269	Vontobel Holding Zurich, Switzerland	$16.4M	+$969K	5	0.18%	Increased
270	SCM Solas Capital Management Darien, Connecticut	$16.3M	+$9.67M	1	9.71%	Increased
271	TCW Group Los Angeles, California	$16.2M	-$8.37M	1	0.21%	Reduced
272	Quadrature Capital London, United Kingdom	$16.1M	+$5.86M	2	0.67%	Increased
273	JCM Jag Capital Management St Louis, Missouri	$16M	-$7.66M	1	1.97%	Reduced
274	Oppenheimer Asset Management New York	$15.9M	-$669K	4	0.27%	Reduced
275	ExodusPoint Capital Management New York	$15.7M	+$8.03M	4	0.19%	Increased