← 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
276	MC Martin Currie Edinburgh, United Kingdom	$11.9M	+$2.27K	1	0.85%	Increased
277	TPSF Texas Permanent School Fund Austin, Texas	$11.9M	-$54.9K	3	0.19%	Reduced
278	DA Denali Advisors San Diego, California	$11.8M	+$1.07M	1	1.77%	Increased
279	William Blair Investment Management Chicago, Illinois	$11.6M	-$1.42M	1	0.05%	Reduced
280	Balyasny Asset Management Chicago, Illinois	$11.5M	-$37.4M	3	0.07%	Reduced
281	LIC Lodestar Investment Counsel Chicago, Illinois	$11.5M	-$38.4K	1	1.18%	Reduced
282	Andra AP-fonden Goteborg, Sweden	$11.4M	-$1.93M	2	0.33%	Reduced
283	Mackenzie Financial Toronto Ontario, Ontario, Canada	$11.3M	-$9.27M	2	0.03%	Reduced
284	State of New Jersey Common Pension Fund D Trenton, New Jersey	$11.2M	$0	2	0.04%	Maintained
285	Squarepoint New York	$11.2M	-$8.45M	5	0.11%	Reduced
286	CC Crosslink Capital Menlo Park, California	$10.8M	+$2.81M	1	2.45%	Increased
287	FCI Financial Counselors Inc Overland Park, Kansas	$10.7M	+$86.8K	1	0.44%	Increased
288	Encompass Capital Advisors New York	$10.7M	-$2.24M	1	0.64%	Reduced
289	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$10.6M	$0	1	1.23%	Maintained
290	Crawford Investment Counsel Atlanta, Georgia	$10.5M	+$279K	1	0.3%	Increased
291	Xact Kapitalforvaltning Stockholm, Sweden	$10.2M	+$34.4K	4	0.21%	Increased
292	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.2M	-$2.82M	1	1.79%	Reduced
293	Gulf International Bank (UK) London, United Kingdom	$10.1M	-$59.6K	2	0.17%	Reduced
294	Brookfield Corp Toronto, Ontario, Canada	$10.1M	+$5.68M	1	0.04%	Increased
295	MAI Capital Management Independence, Ohio	$10.1M	+$133K	2	0.45%	Increased
296	BNP Paribas Asset Management Paris, France	$10M	-$6.88K	2	0.08%	Reduced
297	Weiss Multi-Strategy Advisers New York	$9.88M	-$458K	3	0.26%	Reduced
298	SCP Sandhill Capital Partners Buffalo, New York	$9.86M	-$5.74M	1	1.25%	Reduced
299	RCM Riverhead Capital Management Wilmington, Delaware	$9.6M	-$4.11M	4	0.35%	Reduced
300	Synovus Financial Columbus, Georgia	$9.37M	+$330K	2	0.14%	Increased