← 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	Första AP-fonden Stockholm, Sweden	$36.7M	-$724K	2	0.33%	Reduced
277	SRFM Shannon River Fund Management New York	$36.7M	+$3.01M	1	5.91%	Increased
278	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$36.4M	-$7.95M	2	0.78%	Reduced
279	Mackenzie Financial Toronto Ontario, Ontario, Canada	$35.8M	-$1.27M	5	0.05%	Reduced
280	Pathstone Holdings Englewood, New Jersey	$35.7M	-$807K	4	0.16%	Reduced
281	GIP Granite Investment Partners El Segundo, California	$35.4M	-$449K	1	1.46%	Reduced
282	Becker Capital Management Portland, Oregon	$35.3M	-$2.34M	2	1.21%	Reduced
283	Jacobs Levy Equity Management Florham Park, New Jersey	$35.1M	+$30.8M	1	0.15%	New
284	PWAM Park West Asset Management San Francisco, California	$35.1M	-$35.5M	1	2.57%	Reduced
285	Amalgamated Bank New York	$35.1M	-$499K	5	0.3%	Reduced
286	Public Employees Retirement Association of Colorado Denver, Colorado	$34.7M	-$238K	4	0.15%	Reduced
287	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$34.4M	+$370K	2	1.4%	Increased
288	Moran Wealth Management Naples, Florida	$34.3M	-$974K	2	1.13%	Reduced
289	PM Pembroke Management Montreal, Quebec, Canada	$34.1M	-$7.46M	1	4.58%	Reduced
290	SG Americas Securities New York	$33.9M	-$111M	5	0.2%	Reduced
291	Advisors Capital Management Ridgewood, New Jersey	$33.5M	-$3.34M	1	0.59%	Reduced
292	MAI Capital Management Independence, Ohio	$33.4M	+$626K	1	0.33%	Increased
293	Cubist Systematic Strategies Stamford, Connecticut	$33.1M	+$12.5M	3	0.23%	Increased
294	Walleye Capital New York	$32.9M	+$10.4M	4	0.06%	Increased
295	Quadrature Capital London, United Kingdom	$32.9M	+$24.1M	1	0.55%	Increased
296	Comgest Global Investors Paris, France	$32.8M	+$5.03M	1	0.45%	Increased
297	Sanctuary Advisors Indianapolis, Indiana	$32.7M	+$32.8M	4	0.24%	New
298	ProShare Advisors Bethesda, Maryland	$32.6M	+$2.79M	4	0.09%	Increased
299	Daiwa Securities Group Tokyo, Japan	$32.5M	+$3.06M	3	0.17%	Increased
300	Nippon Life Global Investors Americas New York	$32.2M	-$9.17M	1	1.42%	Reduced