← 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	Chevy Chase Trust Bethesda, Maryland	$24.9M	+$681K	2	0.2%	Increased
152	Aviva London, United Kingdom	$24.8M	+$7.42M	2	0.22%	Increased
153	Lyrical Asset Management New York	$24.8M	+$5.22M	1	2.91%	Increased
154	BNP Paribas Financial Markets Paris, France	$24.6M	+$22.1M	5	0.02%	Increased
155	Renaissance Technologies New York	$24M	+$11.5M	3	0.06%	Increased
156	OC Oakmont Corp Los Angeles, California	$23.7M	+$23.1M	1	5.42%	New
157	AP Alydar Partners Boston, Massachusetts	$23.6M	-$37.9M	1	1.97%	Reduced
158	HCMT Highland Capital Management (Texas) Dallas, Texas	$23.2M	+$5.19M	2	1.5%	Increased
159	SFM Systematic Financial Management Teaneck, New Jersey	$23.1M	-$6.76M	2	0.18%	Reduced
160	Pinnacle Associates New York	$22.4M	-$264K	1	0.46%	Reduced
161	STRS Ohio Columbus, Ohio	$22.4M	-$2.88M	3	0.1%	Reduced
162	Canada Life Winnipeg, Manitoba, Canada	$22.4M	+$21.9M	1	0.09%	New
163	MLICM Metropolitan Life Insurance Company (MetLife) New York	$22M	+$22.1K	4	0.17%	Increased
164	EA Euclid Advisors Hartford, Connecticut	$22M	+$4.1M	1	0.22%	Increased
165	Brown Advisory Baltimore, Maryland	$22M	-$16.6M	3	0.08%	Reduced
166	SPC Standard Pacific Capital San Francisco, California	$21.2M	+$198K	1	4.37%	Increased
167	British Columbia Investment Management Victoria, British Columbia, Canada	$20.8M	-$2.29M	2	0.18%	Reduced
168	Northern Trust Company of Connecticut Stamford, Connecticut	$20.5M	-$1.55M	3	0.13%	Reduced
169	ECM Estabrook Capital Management New York	$20.5M	-$1.7M	1	2.23%	Reduced
170	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$20.4M	+$504K	1	3.26%	Increased
171	IAM Impax Asset Management Portsmouth, New Hampshire	$20.1M	+$349K	1	1.34%	Increased
172	Ferguson Wellman Capital Management Portland, Oregon	$20.1M	+$3.75M	1	1%	Increased
173	SCM SKBA Capital Management San Francisco, California	$19.8M	-$2.82M	1	2.4%	Reduced
174	LBG Lloyds Banking Group London, United Kingdom	$19.2M	-$1.96M	2	0.2%	Reduced
175	William Blair & Company Chicago, Illinois	$19M	-$11.2M	2	0.03%	Reduced