← 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
576	DF DNCA Finance Paris, France	$25.8M	-$2.4M	3	1.25%	Reduced
577	TCA Troluce Capital Advisors Dorado, Puerto Rico	$25.7M	-$4.37M	2	2.65%	Reduced
578	NCGI Next Century Growth Investors Plymouth, Minnesota	$25.7M	+$7.77M	1	1.36%	Increased
579	Algert Global San Francisco, California	$25.6M	+$12.7M	4	0.3%	Increased
580	SCGE Management Menlo Park, California	$25.3M	+$27.5M	1	0.43%	New
581	Grimes & Company Westborough, Massachusetts	$25.3M	+$72.6K	1	0.55%	Increased
582	Inspire Investing Meridian, Idaho	$25.2M	+$6.15M	4	1.04%	Increased
583	Illinois Municipal Retirement Fund Oak Brook, Illinois	$25.2M	+$8.03M	3	0.28%	Increased
584	Walleye Trading New York	$24.9M	+$14.8M	6	0.03%	Increased
585	SEM Suncoast Equity Management Tampa, Florida	$24.6M	-$2.19M	2	3.08%	Reduced
586	Krane Funds Advisors New York	$24.5M	+$15.1M	2	0.87%	Increased
587	Capstone Investment Advisors New York	$24.4M	+$7.28M	3	0.05%	Increased
588	Bailard Foster City, California	$24.3M	-$79.4K	1	0.5%	Reduced
589	Parnassus Investments San Francisco, California	$24.3M	-$910K	1	0.06%	Reduced
590	GIM Generate Investment Management Auckland, New Zealand	$24.2M	-$8.63M	2	0.99%	Reduced
591	Raiffeisen Bank International Vienna, Austria	$24.1M	-$13.6M	3	0.28%	Reduced
592	TIAA Wealth Investment Management New York	$24.1M	+$645K	2	0.16%	Increased
593	First Citizens Bank & Trust Raleigh, North Carolina	$24M	+$902K	1	0.36%	Increased
594	MC Moors & Cabot Boston, Massachusetts	$23.8M	+$1.59M	5	0.93%	Increased
595	FFM Fullerton Fund Management Singapore	$23.7M	-$3.75M	1	1.53%	Reduced
596	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$23.7M	-$735K	2	0.88%	Reduced
597	KCL KR Capital LP New York City, New York	$23.7M	+$18.9M	2	2.35%	New
598	Rakuten Investment Management Tokyo, Japan	$23.7M	+$4.67M	1	0.07%	Increased
599	PCMH Polymer Capital Management (HK) Hong Kong	$23.7M	+$12.9M	6	1.2%	Increased
600	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$23.6M	-$10.1M	4	0.38%	Reduced