← 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
401	QRG Capital Management Chicago, Illinois	$52.6M	+$1.1M	4	0.43%	Increased
402	Emerald Advisers Leola, Pennsylvania	$52.3M	+$2.14M	2	1.23%	Increased
403	Mutual of America Capital Management New York	$51.8M	-$14.5M	4	0.5%	Reduced
404	UMB Bank Kansas City, Missouri	$51.6M	+$1.98M	6	0.65%	Increased
405	AGAM Avalon Global Asset Management San Francisco, California	$50.7M	+$1.27M	2	5.53%	Increased
406	AIM Anatole Investment Management Central, Hong Kong	$49.6M	+$11.5M	2	8.41%	Increased
407	XTX Topco George Town, Cayman Islands	$49.6M	+$29.5M	12	0.64%	Increased
408	Gradient Investments Arden Hills, Minnesota	$49.6M	-$12.1M	1	0.68%	Reduced
409	Ceredex Value Advisors Orlando, Florida	$49.3M	-$12.2M	2	1.39%	Reduced
410	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$48.7M	-$37.3M	2	0.31%	Reduced
411	PC Port Capital Chicago, Illinois	$48.4M	+$2.46M	1	1.97%	Increased
412	DIA Davidson Investment Advisors Great Falls, Montana	$48.2M	+$12.5M	1	1.97%	Increased
413	CC Covalis Capital London, United Kingdom	$47.7M	-$51M	2	2.69%	Reduced
414	Regions Financial Corp Birmingham, Alabama	$47.5M	-$5.54M	3	0.28%	Reduced
415	Brandes Investment Partners La Jolla, California	$47.1M	-$56.6M	1	0.33%	Reduced
416	RIM Ranger Investment Management Dallas, Texas	$47M	-$1.72M	1	2.97%	Reduced
417	IFM Investors Melbourne, Australia	$46.7M	+$2.73M	3	0.31%	Increased
418	Verition Fund Management Greenwich, Connecticut	$46.6M	+$9.12M	6	0.24%	Increased
419	PCM Portolan Capital Management Boston, Massachusetts	$45.8M	-$23.7M	2	1.71%	Reduced
420	Advisors Capital Management Ridgewood, New Jersey	$45.4M	-$264K	4	0.48%	Reduced
421	Utah Retirement Systems Salt Lake City, Utah	$45.3M	-$1.86M	6	0.43%	Reduced
422	EULAV Asset Management Sarasota, Florida	$45.2M	-$39M	1	1.44%	Reduced
423	CAM Cozad Asset Management Champaign, Illinois	$45.2M	-$10.5M	2	2.92%	Reduced
424	Geneva Capital Management Milwaukee, Wisconsin	$45M	-$10.8M	1	1.03%	Reduced
425	AI Aperture Investors New York	$45M	+$3.38M	3	4.07%	Increased