← 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	BCM Bornite Capital Management New York	$36.8M	+$30.8M	1	3.68%	Increased
302	KBC Group Brussels, Belgium	$36.8M	+$1.71M	4	0.1%	Increased
303	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$36.7M	-$187K	2	0.33%	Reduced
304	Vanguard Personalized Indexing Management Oakland, California	$36.3M	+$5.43M	5	0.41%	Increased
305	Gotham Asset Management New York	$35.9M	+$3.91M	4	0.21%	Increased
306	Mutual of America Capital Management New York	$35.8M	+$187K	4	0.39%	Increased
307	Vident Advisory Alpharetta, Georgia	$35.7M	+$17.8M	5	0.4%	Increased
308	Oppenheimer Asset Management New York	$35.6M	+$4.01M	5	0.41%	Increased
309	TC TwinBeech Capital Purchase, New York	$35.1M	+$24.1M	1	0.8%	Increased
310	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$35M	+$6.46M	6	0.33%	Increased
311	Cartenna Capital Stamford, Connecticut	$34.9M	+$27.3M	1	1.24%	New
312	VIP Vantage Investment Partners Kansas City, Missouri	$34.8M	+$2.4M	1	2.53%	Increased
313	Lord, Abbett & Co Jersey City, New Jersey	$34.7M	-$27.4M	1	0.11%	Reduced
314	MML Investors Services Springfield, Massachusetts	$34.5M	-$1.75M	5	0.1%	Reduced
315	Pathstone Holdings Englewood, New Jersey	$34.3M	-$1.79M	4	0.14%	Reduced
316	GIP Granite Investment Partners El Segundo, California	$34.3M	+$265K	1	1.67%	Increased
317	Eventide Asset Management Boston, Massachusetts	$34.2M	+$2.56M	2	0.6%	Increased
318	LBP AM Paris, France	$33.7M	+$11.7M	2	0.47%	Increased
319	WesBanco Bank Wheeling, West Virginia	$33.5M	+$3.41M	1	0.99%	Increased
320	M&T Bank Buffalo, New York	$33.3M	-$1.32M	4	0.11%	Reduced
321	Moore Capital Management New York	$33.3M	+$28.8M	2	0.42%	New
322	Klingenstein Fields & Co New York	$33.1M	-$707K	1	1.31%	Reduced
323	Envestnet Portfolio Solutions Chicago, Illinois	$33M	+$2.7M	4	0.12%	Increased
324	Oppenheimer & Co New York	$33M	-$1.99M	2	0.44%	Reduced
325	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$32.7M	+$121K	2	2.3%	Increased