← 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
126	Hamlin Capital Management New York	$34.1M	+$32.7M	1	2.78%	New
127	US Bancorp Minneapolis, Minnesota	$33.7M	+$32.3M	2	0.15%	New
128	Todd Asset Management Louisville, Kentucky	$33.5M	+$32.1M	1	1.09%	New
129	DCCA D.C. Capital Advisors New York	$32.9M	+$31.5M	1	15.69%	New
130	Millennium Management New York	$32.7M	+$31.4M	4	0.1%	New
131	Nuveen Charlotte, North Carolina	$32.6M	+$31.2M	2	0.22%	New
132	PIM Partner Investment Management San Francisco, California	$31.1M	+$29.8M	1	7.05%	New
133	FA Friess Associates Greenville, Delaware	$30.9M	+$29.6M	1	2.42%	New
134	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$30.8M	+$29.5M	3	0.29%	New
135	ACM Atlanta Capital Management Atlanta, Georgia	$29.6M	+$28.3M	1	0.22%	New
136	SG Swarthmore Group Philadelphia, Pennsylvania	$28.8M	+$27.6M	1	3.65%	New
137	SFM Systematic Financial Management Teaneck, New Jersey	$28.8M	+$28.1M	2	0.25%	New
138	Two Sigma Investments New York	$28.3M	+$27.1M	3	0.2%	New
139	Alyeska Investment Group Chicago, Illinois	$28.3M	+$27.1M	1	1.39%	New
140	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$28M	+$26.8M	2	0.08%	New
141	Barclays London, United Kingdom	$28M	+$26.9M	5	0.03%	New
142	Public Employees Retirement Association of Colorado Denver, Colorado	$27.2M	+$26.1M	5	0.26%	New
143	HSBC Holdings London, United Kingdom	$27.1M	+$26M	2	0.08%	New
144	Capital International Sarl Los Angeles, California	$26.9M	+$25.7M	1	1.89%	New
145	Citigroup New York	$26.5M	+$25.3M	4	0.03%	New
146	CC Carlson Capital Dallas, Texas	$26.3M	+$25.9M	1	0.32%	New
147	William Blair & Company Chicago, Illinois	$26.1M	+$25.5M	2	0.05%	New
148	Retirement Systems of Alabama Montgomery, Alabama	$26M	+$24.9M	1	0.17%	New
149	UBS Zurich, Switzerland	$25.8M	+$24.6M	5	0.03%	New
150	SAC Capital Advisors Stamford, Connecticut	$25.6M	+$24.5M	2	0.14%	New