← 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
676	GCM Glynn Capital Management Menlo Park, California	$18.7M	-$306K	1	5.15%	Reduced
677	EC E20 Capital Hong Kong,	$18.7M	+$17.5M	1	1.5%	New
678	Kornitzer Capital Management Shawnee Mission, Kansas	$18.6M	+$2.23M	4	0.39%	Increased
679	Norinchukin Bank Tokyo, Japan	$18.6M	+$4.01M	3	0.18%	Increased
680	Simplex Trading Chicago, Illinois	$18.6M	+$4.58M	10	0.01%	Increased
681	D.A. Davidson & Co Great Falls, Montana	$18.5M	+$1.11M	5	0.1%	Increased
682	Aptus Capital Advisors Fairhope, Alabama	$18.5M	+$637K	4	0.13%	Increased
683	PCM Penn Capital Management Philadelphia, Pennsylvania	$18.4M	-$3.76M	2	1.17%	Reduced
684	Brookstone Capital Management Wheaton, Illinois	$18.3M	-$760K	4	0.18%	Reduced
685	EP Wealth Advisors Torrance, California	$18.2M	+$464K	4	0.07%	Increased
686	Natixis Paris, France	$18.2M	-$31.5M	1	0.07%	Reduced
687	Beacon Pointe Advisors Newport Beach, California	$18.2M	+$4.1M	4	0.08%	Increased
688	CCM Carderock Capital Management Chevy Chase, Maryland	$18.1M	+$1.65M	2	3.98%	Increased
689	Castleark Management Chicago, Illinois	$18.1M	-$8.39M	4	0.49%	Reduced
690	Tower Research Capital (TRC) New York	$18.1M	+$7.18M	14	0.44%	Increased
691	SAM Sycomore Asset Management Paris, France	$17.9M	$0	1	1.92%	Maintained
692	MC Maplelane Capital New York	$17.9M	-$36.3M	1	0.32%	Reduced
693	CET Clean Energy Transition London, United Kingdom	$17.9M	-$18.8M	1	1.24%	Reduced
694	New Mexico Educational Retirement Board Santa Fe, New Mexico	$17.6M	-$6.12M	4	0.44%	Reduced
695	Davidson Kempner Capital Management New York	$17.6M	-$25.4M	4	0.21%	Reduced
696	Copeland Capital Management Conshohocken, Pennsylvania	$17.5M	-$4.7M	1	0.36%	Reduced
697	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$17.4M	+$10.4K	4	0.45%	Increased
698	Rathbones Group Liverpool, United Kingdom	$17.3M	-$894K	2	0.06%	Reduced
699	TFA Transamerica Financial Advisors St. Petersburg, Florida	$17.3M	+$7M	7	1.47%	Increased
700	Aquatic Capital Management Chicago, Illinois	$17.3M	+$10.2M	4	0.59%	Increased