← 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
101	SCM Snow Capital Management Sewickley, Pennsylvania	$60.3M	-$2.97M	1	1.77%	Reduced
102	ACM Atlanta Capital Management Atlanta, Georgia	$60M	-$2.68M	1	0.41%	Reduced
103	Westfield Capital Management Boston, Massachusetts	$59.9M	-$3.09M	2	0.37%	Reduced
104	Renaissance Technologies New York	$59.6M	-$10.5M	4	0.14%	Reduced
105	Royal Bank of Canada Toronto, Ontario, Canada	$58.6M	-$2.93M	5	0.04%	Reduced
106	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$57.5M	+$1.41M	1	0.39%	Increased
107	WM WS Management Jacksonville, Florida	$56.5M	+$12.9M	1	1.96%	Increased
108	Thompson Siegel & Walmsley Richmond, Virginia	$56M	+$2.4M	2	0.99%	Increased
109	Wasatch Advisors Salt Lake City, Utah	$54.6M	+$46M	2	0.59%	Increased
110	PIMC Praesidium Investment Management Company New York	$53.8M	+$24.2M	1	4.54%	Increased
111	Stifel Financial St. Louis, Missouri	$53.6M	+$5.94M	3	0.28%	Increased
112	Guggenheim Capital Chicago, Illinois	$51.1M	+$5.16M	5	0.13%	Increased
113	Raymond James & Associates St Petersburg, Florida	$51M	+$8.84M	3	0.2%	Increased
114	Two Sigma Advisers New York	$50.9M	+$7.27M	3	0.38%	Increased
115	Lazard Asset Management New York	$50.9M	-$13M	2	0.11%	Reduced
116	HI Honeywell International Charlotte, North Carolina	$50.5M	-$10.1M	1	1.23%	Reduced
117	Eaton Vance Management Boston, Massachusetts	$49.7M	+$18.8M	3	0.15%	Increased
118	KeyBank National Association Cleveland, Ohio	$49.1M	-$2.07M	3	0.33%	Reduced
119	Tocqueville Asset Management New York	$48.8M	-$5.48M	3	0.57%	Reduced
120	BlackRock Japan Tokyo, Japan	$48.5M	+$674K	3	0.19%	Increased
121	Discovery Capital Management South Norwalk, Connecticut	$46.8M	+$49M	1	0.55%	New
122	PGGM Investments Zeist, Netherlands	$46.3M	-$9.92M	2	0.24%	Reduced
123	Royce & Associates New York	$45.9M	-$6.95M	1	0.19%	Reduced
124	TGI Tradewinds Global Investors Los Angeles, California	$45M	-$1.28M	1	1.95%	Reduced
125	Citigroup New York	$44.8M	+$34.8M	5	0.04%	Increased