← 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
376	BDAM Blue Door Asset Management Stamford, Connecticut	$57.8M	-$7.76M	1	27.21%	Reduced
377	Pacer Advisors Malvern, Pennsylvania	$57.8M	-$175M	5	0.15%	Reduced
378	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$57.7M	-$14.7M	1	13.35%	Reduced
379	DAM Delta Asset Management Memphis, Tennessee	$57.7M	-$651K	2	4.99%	Reduced
380	Sterling Capital Management Charlotte, North Carolina	$57.6M	-$8.02M	11	0.98%	Reduced
381	Kinetic Partners Management Miami, Florida	$57.4M	+$42.9M	1	1.37%	New
382	Munich Reinsurance Munich,	$57.4M	-$7.92M	1	1.25%	Reduced
383	Cambridge Investment Research Advisors Fairfield, Iowa	$57.1M	+$8.56M	8	0.13%	Increased
384	OMERS Administration Corp Toronto, Ontario, Canada	$57.1M	-$132M	5	0.34%	Reduced
385	Moore Capital Management New York	$56.4M	+$6.31M	6	0.84%	Increased
386	Whittier Trust South Pasadena, California	$56.4M	-$162K	1	0.55%	Reduced
387	Gateway Investment Advisers Cincinnati, Ohio	$56.2M	-$1.26M	4	0.56%	Reduced
388	SCM Steadfast Capital Management New York	$55.9M	+$46.6M	4	1.71%	New
389	WHGAM Wealth High Governance Asset Management Sao Paulo,	$55.6M	+$30.9M	2	5.92%	Increased
390	Lido Advisors Los Angeles, California	$55.5M	-$567K	4	0.15%	Reduced
391	Fideuram Asset Management (Ireland) Dublin 1,	$55M	+$49.2M	3	1.04%	Increased
392	AG Avala Global New York	$54.8M	+$44.8M	1	2.02%	New
393	Vest Financial Mclean, Virginia	$54M	-$25.8M	2	0.57%	Reduced
394	Gabelli Funds Rye, New York	$53.5M	-$2.27M	4	0.34%	Reduced
395	ACM Alta Capital Management Salt Lake City, Utah	$53.5M	+$8.31M	1	3.98%	Increased
396	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$53.4M	-$2.48M	2	3.97%	Reduced
397	Curi RMB Capital Chicago, Illinois	$53.4M	-$4M	3	0.82%	Reduced
398	WCM Investment Management Laguna Beach, California	$53.4M	-$13.7M	2	0.1%	Reduced
399	SI Sora Investors Bryn Mawr, Pennsylvania	$53M	-$47.7M	2	4.06%	Reduced
400	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$52.8M	-$45.2M	1	0.33%	Reduced