← 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	Citadel Advisors Miami, Florida	$43.6M	-$284M	7	0.01%	Reduced
277	CHAM Clear Harbor Asset Management Stamford, Connecticut	$43.5M	-$207K	2	3.26%	Reduced
278	Andra AP-fonden Goteborg, Sweden	$43.2M	+$6.86M	3	0.6%	Increased
279	Davidson Kempner Capital Management New York	$43.2M	-$5.74M	2	0.62%	Reduced
280	Assenagon Asset Management Senningerberg, Luxembourg	$43M	-$5.15M	4	0.06%	Reduced
281	Fjarde Ap-fonden Stockholm, Sweden	$43M	+$16M	2	0.4%	Increased
282	Czech National Bank Prague, Czech Republic	$42.7M	+$1.96M	2	0.33%	Increased
283	ACB Aristotle Capital Boston Boston, Massachusetts	$42.4M	-$2.78M	1	2.16%	Reduced
284	Marshall Wace London, United Kingdom	$41.9M	-$13.4M	4	0.05%	Reduced
285	O'Shaughnessy Asset Management Stamford, Connecticut	$41.3M	+$1.55M	5	0.28%	Increased
286	&Partners Nashville, Tennessee	$40.9M	+$3.9M	4	0.31%	Increased
287	Woodline Partners San Francisco, California	$40.6M	-$12.3M	3	0.21%	Reduced
288	Storebrand Asset Management Lysaker, Norway	$40.5M	+$1.61M	2	0.12%	Increased
289	PM Pembroke Management Montreal, Quebec, Canada	$40.2M	+$8.12M	1	4.86%	Increased
290	QRG Capital Management Chicago, Illinois	$40.1M	-$7.83M	4	0.35%	Reduced
291	MAI Capital Management Independence, Ohio	$39.2M	+$381K	5	0.27%	Increased
292	Meyer Handelman Company Rye Brook, New York	$38.9M	-$427K	1	1.28%	Reduced
293	Jennison Associates New York	$38.5M	+$4.86M	3	0.02%	Increased
294	CP Cumberland Partners Toronto, Ontario, Canada	$38.2M	-$615K	1	2.65%	Reduced
295	William Blair & Company Chicago, Illinois	$37.4M	+$334K	4	0.1%	Increased
296	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$37.4M	-$268K	4	0.3%	Reduced
297	UMB Bank Kansas City, Missouri	$37.4M	-$830K	4	0.58%	Reduced
298	Robeco Institutional Asset Management Rotterdam, Netherlands	$37.3M	-$26.9M	3	0.06%	Reduced
299	Advisors Capital Management Ridgewood, New Jersey	$37M	+$653K	2	0.51%	Increased
300	J. Safra Sarasin Holding	$36.9M	-$15.9M	3	0.64%	Reduced