← 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
301	YCMGA York Capital Management Global Advisors New York	$7.18M	+$4.21M	1	0.14%	Increased
302	OAM Oxford Asset Management Oxford, United Kingdom	$7.14M	-$1.59M	1	0.16%	Reduced
303	Raymond James & Associates St Petersburg, Florida	$7.08M	+$2.06M	3	0.06%	Increased
304	Aperio Group Sausalito, California	$6.91M	+$421K	2	0.13%	Increased
305	PRC Platte River Capital Denver, Colorado	$6.9M	-$490K	1	0.85%	Reduced
306	IMOV Investment Management of Virginia Richmond, Virginia	$6.9M	+$587K	1	1.32%	Increased
307	Korea Investment Corp Seoul, South Korea	$6.9M	-$4.19M	2	0.07%	Reduced
308	AC Ascend Capital Orinda, California	$6.88M	+$6.72M	1	0.26%	New
309	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.82M	-$78.6K	2	1.24%	Reduced
310	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$6.8M	+$660K	1	0.63%	Increased
311	Bank of Montreal Toronto, Ontario, Canada	$6.79M	-$4.64M	5	0.01%	Reduced
312	Clark Capital Management Group Philadelphia, Pennsylvania	$6.7M	+$436K	1	0.53%	Increased
313	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.66M	+$30.3K	1	0.11%	Increased
314	QS Batterymarch Financial Management New York	$6.63M	+$93.3K	3	0.14%	Increased
315	BPBT Boston Private Bank & Trust Boston, Massachusetts	$6.57M	+$362K	2	0.36%	Increased
316	Axa Paris, France	$6.44M	-$2.67M	1	0.03%	Reduced
317	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$6.38M	-$2.24M	1	0.92%	Reduced
318	WAM World Asset Management Detroit, Michigan	$6.36M	-$814K	3	0.16%	Reduced
319	Davidson Kempner Capital Management New York	$6.32M	+$6.17M	1	0.21%	New
320	LM Luminus Management Houston, Texas	$6.2M	-$1.11M	1	0.53%	Reduced
321	PWPCM Perella Weinberg Partners Capital Management New York	$6.2M	+$5.2M	1	0.66%	Increased
322	DnB Asset Management Oslo, Norway	$6.19M	-$685K	1	0.17%	Reduced
323	Weiss Multi-Strategy Advisers New York	$6.04M	-$6.09M	3	0.13%	Reduced
324	CAM Capstone Asset Management Houston, Texas	$5.97M	+$380K	3	0.14%	Increased
325	BIC Bridges Investment Counsel Omaha, Nebraska	$5.96M	-$89K	1	1.48%	Reduced