← 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	South Texas Money Management San Antonio, Texas	$46.3M	-$865K	2	2.12%	Reduced
127	M&T Bank Buffalo, New York	$45M	+$309K	2	0.24%	Increased
128	GGHC Gilder Gagnon Howe & Co New York	$43M	+$2.48M	3	0.53%	Increased
129	Korea Investment Corp Seoul, South Korea	$41.6M	+$4.52M	2	0.19%	Increased
130	Macquarie Group Sydney, NSW 2000, Australia	$41.4M	+$8.12M	5	0.08%	Increased
131	Public Employees Retirement Association of Colorado Denver, Colorado	$40.4M	+$7.9M	5	0.27%	Increased
132	SIM Sadoff Investment Management Milwaukee, Wisconsin	$40.3M	+$305K	1	3.39%	Increased
133	Panagora Asset Management Boston, Massachusetts	$39.8M	+$10.8M	3	0.16%	Increased
134	Pinnacle Associates New York	$39.5M	+$24M	2	0.77%	Increased
135	SEI Investments Oaks, Pennsylvania	$38.6M	-$18.9M	5	0.15%	Reduced
136	Aperio Group Sausalito, California	$38.4M	+$3.37M	4	0.19%	Increased
137	Marshall Wace North America New York	$38.2M	-$6.63M	5	0.19%	Reduced
138	Brown Advisory Baltimore, Maryland	$37.9M	+$6.17M	3	0.12%	Increased
139	NIMC NWQ Investment Management Company Los Angeles, California	$37.9M	-$140K	2	0.61%	Reduced
140	ABC Anchor Bolt Capital Chicago, Illinois	$37.8M	+$38.8M	1	1.53%	New
141	PGGM Investments Zeist, Netherlands	$37.6M	-$16.9M	1	0.21%	Reduced
142	HSBC Holdings London, United Kingdom	$37.4M	+$9.29M	3	0.06%	Increased
143	Whale Rock Capital Management Boston, Massachusetts	$36.8M	+$8.31M	1	1.25%	Increased
144	IP Interval Partners New York	$36.7M	+$37.7M	1	1.66%	New
145	Bridgeway Capital Management Houston, Texas	$36.3M	+$9.2M	3	0.39%	Increased
146	BWCA Brenner West Capital Advisors New York	$36.3M	+$20.3M	1	4.96%	Increased
147	Arrowstreet Capital Boston, Massachusetts	$36.1M	-$36.9M	2	0.08%	Reduced
148	Silvercrest Asset Management New York	$36.1M	+$1.47M	1	0.35%	Increased
149	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.3M	-$454K	1	1.54%	Reduced
150	US Bancorp Minneapolis, Minnesota	$35.1M	-$1.2M	5	0.11%	Reduced