← 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	ACM Argent Capital Management St Louis, Missouri	$41.5M	-$529K	1	1.22%	Reduced
252	J. Safra Sarasin Holding	$41.1M	+$41M	3	0.75%	New
253	TD Waterhouse Canada Toronto, Ontario, Canada	$41M	+$4.4M	4	0.37%	Increased
254	Capital Fund Management (CFM) Paris, France	$40.8M	+$9.21M	3	0.12%	Increased
255	Kestra Advisory Services Austin, Texas	$40.7M	+$2.17M	3	0.23%	Increased
256	AMG Ace Management Global Sao Paulo, Brazil	$40.7M	+$41.9M	1	11.95%	New
257	Bank Julius Baer & Co Zurich, Switzerland	$40.2M	-$759K	2	0.15%	Reduced
258	NewEdge Advisors New Orleans, Louisiana	$40.2M	+$9.27M	4	0.29%	Increased
259	Osaic Holdings Scottsdale, Arizona	$40.1M	-$4.84M	7	0.09%	Reduced
260	Gateway Investment Advisers Cincinnati, Ohio	$40M	+$571K	3	0.45%	Increased
261	Meyer Handelman Company Rye Brook, New York	$39.8M	-$552K	1	1.4%	Reduced
262	Cartenna Capital Stamford, Connecticut	$39.2M	+$11.3M	1	1.49%	Increased
263	Cookson Peirce & Co Pittsburgh, Pennsylvania	$39.2M	+$5.71M	2	1.88%	Increased
264	Two Sigma Advisers New York	$38.9M	-$12.4M	6	0.09%	Reduced
265	Swiss Life Asset Management Zurich,	$38.3M	+$3.1M	2	0.45%	Increased
266	Acadian Asset Management Boston, Massachusetts	$38.2M	+$22.9M	2	0.12%	Increased
267	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$37.9M	+$890K	2	0.64%	Increased
268	Sapient Capital Indianapolis, Indiana	$37.7M	-$24K	2	0.79%	Reduced
269	Credit Agricole Montrouge Cedex, France	$37.6M	+$26.6M	5	0.2%	Increased
270	Associated Banc-Corp Green Bay, Wisconsin	$37.4M	-$4.3M	1	1.16%	Reduced
271	Chilton Investment Company Stamford, Connecticut	$37.3M	-$262K	1	1.05%	Reduced
272	Curi RMB Capital Chicago, Illinois	$37.3M	-$354K	2	0.89%	Reduced
273	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$37.2M	+$159K	3	0.25%	Increased
274	KC Kadensa Capital Central, Hong Kong	$37M	+$21.6M	2	8.71%	Increased
275	Oribel Capital Management New York	$36.8M	+$31.3M	1	4.93%	Increased