← 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	WesBanco Bank Wheeling, West Virginia	$11.4M	+$7.69M	2	0.43%	Increased
327	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$11.2M	+$1.6M	1	0.02%	Increased
328	MPA Marvin & Palmer Associates Wilmington, Delaware	$11.1M	+$2.19M	1	4.55%	Increased
329	Waratah Capital Advisors Toronto, Ontario, Canada	$10.9M	+$5.18M	1	0.15%	Increased
330	Nippon Life Global Investors Americas New York	$10.8M	$0	1	0.54%	Maintained
331	Första AP-fonden Stockholm, Sweden	$10.8M	-$130K	1	0.13%	Reduced
332	CIS Connors Investor Services Wyomissing, Pennsylvania	$10.7M	-$1.68M	1	1.12%	Reduced
333	William Blair & Company Chicago, Illinois	$10.6M	-$22K	2	0.04%	Reduced
334	SAM Socorro Asset Management Dallas, Texas	$10.6M	+$2.71M	1	3.47%	Increased
335	Davidson Kempner Capital Management New York	$10.6M	-$6.05M	1	0.08%	Reduced
336	AF Alerus Financial Grand Forks, North Dakota	$10.6M	-$912K	1	1.07%	Reduced
337	GIM Goelzer Investment Management Carmel, Indiana	$10.6M	-$161K	1	0.88%	Reduced
338	Advisors Asset Management Monument, Colorado	$10.6M	-$1.92M	2	0.15%	Reduced
339	Daiwa Securities Group Tokyo, Japan	$10.4M	+$470K	3	0.07%	Increased
340	Moore Capital Management New York	$10.4M	-$31.5M	1	0.15%	Reduced
341	Verition Fund Management Greenwich, Connecticut	$10.3M	+$7.79M	2	0.09%	Increased
342	Kovitz Investment Group Partners Chicago, Illinois	$10.3M	-$75.1K	1	0.2%	Reduced
343	Raymond James Trust St. Petersburg, Florida	$10.3M	+$317K	3	0.34%	Increased
344	Tocqueville Asset Management New York	$10.2M	+$410K	2	0.15%	Increased
345	FHCM Force Hill Capital Management New York	$10.2M	+$1.64M	1	2.05%	Increased
346	Erste Asset Management Vienna, Austria	$10.1M	-$1.6M	1	0.2%	Reduced
347	CAPTRUST Financial Advisors Raleigh, North Carolina	$10.1M	+$379K	6	0.09%	Increased
348	Nishkama Capital LLC Dorado, Puerto Rico	$10M	-$16.6M	1	2.28%	Reduced
349	RNC Capital Management Los Angeles, California	$9.88M	+$266K	1	0.52%	Increased
350	Stephens Inc Little Rock, Arkansas	$9.66M	+$195K	2	0.14%	Increased