← 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
326	SAM Steinberg Asset Management New York	$9.12M	-$489K	1	4.07%	Reduced
327	VanEck Associates New York	$9.06M	+$380K	1	0.05%	Increased
328	HAM Hillcrest Asset Management Plano, Texas	$9.04M	-$380K	1	1.82%	Reduced
329	Weiss Multi-Strategy Advisers New York	$9.04M	+$5.75M	2	0.29%	Increased
330	AC AFAM Capital Austin, Texas	$8.86M	-$148K	1	0.97%	Reduced
331	ARTA A.R.T. Advisors New York	$8.71M	-$1.73M	5	0.35%	Reduced
332	CAM ClariVest Asset Management San Diego, California	$8.66M	-$1.92M	3	0.15%	Reduced
333	Gradient Investments Arden Hills, Minnesota	$8.65M	+$666K	2	0.47%	Increased
334	Manning & Napier Group Fairport, New York	$8.61M	+$1.79M	1	0.08%	Increased
335	Hudson Bay Capital Management Stamford, Connecticut	$8.49M	+$8.07M	1	0.18%	Increased
336	MAI Capital Management Independence, Ohio	$8.48M	+$6.72M	2	0.48%	Increased
337	Conning Inc Hartford, Connecticut	$8.44M	-$643K	1	0.27%	Reduced
338	EA Evanston Advisors Schaumburg, Illinois	$8.42M	-$52.9K	1	1.96%	Reduced
339	Synovus Financial Columbus, Georgia	$8.35M	+$2.08M	1	0.14%	Increased
340	Encompass Capital Advisors New York	$8.28M	+$9.41M	1	1.01%	New
341	Trexquant Investment Stamford, Connecticut	$8.21M	+$6.52M	3	0.57%	Increased
342	DAM Delta Asset Management Memphis, Tennessee	$8.19M	+$75.2K	2	1.22%	Increased
343	GIA Granite Investment Advisors Concord, New Hampshire	$8.17M	+$8.39M	1	1.5%	New
344	Employees Retirement System of Texas Austin, Texas	$8.02M	+$2.56M	3	0.11%	Increased
345	EA Edge Advisors Atlanta, Georgia	$7.98M	+$180K	1	0.75%	Increased
346	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.86M	+$120K	3	0.18%	Increased
347	Advisors Capital Management Ridgewood, New Jersey	$7.72M	+$460K	1	0.58%	Increased
348	RBA Richard Bernstein Advisors New York	$7.69M	+$1.81M	3	0.27%	Increased
349	SCA Secor Capital Advisors New York	$7.69M	+$5.98M	1	0.63%	Increased
350	Zurich Insurance Group Zurich, Switzerland	$7.63M	+$365K	1	0.18%	Increased