← 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
451	Hardman Johnston Global Advisors Stamford, Connecticut	$40.6M	-$782K	1	1.42%	Reduced
452	Brown Brothers Harriman & Co New York	$40.4M	+$14.6M	4	0.18%	Increased
453	GIM Goodlander Investment Management Dallas, Texas	$40.2M	-$28.6M	2	12.12%	Reduced
454	Trillium Asset Management Boston, Massachusetts	$40.1M	-$22.2M	1	1.23%	Reduced
455	Mizuho Markets Americas New York	$39.9M	+$41.7M	3	0.63%	Increased
456	Zurich Insurance Group Zurich, Switzerland	$39.9M	-$19.2M	1	0.28%	Reduced
457	GF Greenhouse Funds Baltimore, Maryland	$39.8M	+$35.4M	1	2.04%	New
458	CloudAlpha Capital Management Hong Kong	$39.7M	+$30.9M	1	1.13%	Increased
459	SCP Sandhill Capital Partners Buffalo, New York	$39.7M	+$32.4M	1	3.22%	New
460	CIA CCM Investment Advisers Columbia, South Carolina	$39.6M	+$3.45M	2	3.06%	Increased
461	Banque Transatlantique Paris, France	$39.5M	-$38.6M	2	0.85%	Reduced
462	Edmond de Rothschild Holding Chambesy, Switzerland	$39.5M	+$4.44M	2	0.52%	Increased
463	Brevan Howard Capital Management St. Helier, Jersey	$39.5M	+$14.6M	8	0.29%	Increased
464	BW Gestao de Investimentos Sao Paulo, Brazil	$39.5M	+$508K	3	0.78%	Increased
465	SCM Spyglass Capital Management San Francisco, California	$39.4M	+$32.2M	1	2.13%	New
466	Tocqueville Asset Management New York	$39.2M	-$4.13M	2	0.52%	Reduced
467	United Capital Financial Advisors Irving, Texas	$39M	+$3.43M	3	0.21%	Increased
468	Epoch Investment Partners New York	$39M	-$6.91M	1	0.22%	Reduced
469	Oregon Public Employees Retirement Fund Tigard, Oregon	$38.9M	-$1.65M	4	0.42%	Reduced
470	Ethic Inc New York	$38.9M	+$6.43M	5	0.48%	Increased
471	Boothbay Fund Management New York	$38.4M	-$21.3M	9	0.51%	Reduced
472	CIA Capital Impact Advisors Boston, Massachusetts	$38.4M	+$41.7M	1	2.15%	New
473	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$38.1M	-$828K	2	2.21%	Reduced
474	First Eagle Investment Management New York	$38.1M	+$4.12M	3	0.06%	Increased
475	Laurion Capital Management New York	$38.1M	+$1.85M	5	0.98%	Increased