← 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
151	Legal & General Group London, United Kingdom	$25.5M	+$23.7M	1	0.04%	New
152	Davenport & Co Richmond, Virginia	$25M	+$24M	1	0.55%	New
153	SM Seminole Management New York	$25M	+$23.9M	1	1.41%	New
154	STRS Ohio Columbus, Ohio	$24.3M	+$23.4M	2	0.1%	New
155	Eagle Asset Management St Petersburg, Florida	$24.1M	+$23.1M	1	0.16%	New
156	Chevy Chase Trust Bethesda, Maryland	$23.1M	+$22.1M	2	0.2%	New
157	Waddell & Reed Financial Overland Park, Kansas	$22.7M	+$21.7M	1	0.05%	New
158	Guggenheim Capital Chicago, Illinois	$22.3M	+$21.7M	5	0.09%	New
159	Susquehanna International Group Bala Cynwyd, Pennsylvania	$22.2M	+$21M	2	0.01%	New
160	British Columbia Investment Management Victoria, British Columbia, Canada	$21.9M	+$21M	2	0.18%	New
161	AC Amiya Capital London, United Kingdom	$21.9M	+$20.9M	1	7.33%	New
162	Pinnacle Associates New York	$21.7M	+$20.8M	1	0.49%	New
163	SCM SKBA Capital Management San Francisco, California	$21.7M	+$20.8M	1	2.55%	New
164	ECM Estabrook Capital Management New York	$21.2M	+$20.3M	1	2.25%	New
165	MLICM Metropolitan Life Insurance Company (MetLife) New York	$20.9M	+$20.1M	4	0.17%	New
166	Northern Trust Company of Connecticut Stamford, Connecticut	$20.5M	+$19.7M	3	0.14%	New
167	LBG Lloyds Banking Group London, United Kingdom	$20.2M	+$19.3M	2	0.21%	New
168	SPC Standard Pacific Capital San Francisco, California	$20M	+$19.2M	1	4.39%	New
169	Numeric Investors Boston, Massachusetts	$19.9M	+$19M	2	0.4%	New
170	TD Asset Management Toronto, Ontario, Canada	$19.7M	+$18.9M	2	0.04%	New
171	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$19M	+$18.2M	1	3.11%	New
172	IAM Impax Asset Management Portsmouth, New Hampshire	$18.9M	+$18.1M	1	1.28%	New
173	Panagora Asset Management Boston, Massachusetts	$18.9M	+$18M	4	0.1%	New
174	Lyrical Asset Management New York	$18.6M	+$17.8M	1	3.02%	New
175	VBCP Vollero Beach Capital Partners New York	$18.5M	+$17.7M	1	1.79%	New