← 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	Millennium Management New York	$26.6M	-$11.2M	4	0.07%	Reduced
152	Capital International Sarl Los Angeles, California	$26.6M	-$1.84M	1	1.58%	Reduced
153	Regions Financial Corp Birmingham, Alabama	$26.2M	+$515K	1	0.33%	Increased
154	MAA Matrix Asset Advisors White Plains, New York	$25.8M	+$4.23M	1	3.01%	Increased
155	Retirement Systems of Alabama Montgomery, Alabama	$25.8M	+$455K	1	0.14%	Increased
156	Public Employees Retirement Association of Colorado Denver, Colorado	$25.7M	-$160K	4	0.22%	Reduced
157	Capital Fund Management (CFM) Paris, France	$25.2M	+$27.2M	1	0.28%	Increased
158	CCM Century Capital Management Boston, Massachusetts	$25.2M	+$2.03M	1	1.49%	Increased
159	Ferguson Wellman Capital Management Portland, Oregon	$24.8M	-$83.2K	1	1.06%	Reduced
160	Credit Agricole Montrouge Cedex, France	$24.1M	-$871K	3	0.1%	Reduced
161	EA Euclid Advisors Hartford, Connecticut	$24.1M	+$3.37M	1	0.17%	Increased
162	Chevy Chase Trust Bethesda, Maryland	$24M	+$1.44M	1	0.16%	Increased
163	BNP Paribas Financial Markets Paris, France	$23.9M	+$7.01M	5	0.02%	Increased
164	1919 Investment Counsel Baltimore, Maryland	$23.7M	+$634K	1	0.49%	Increased
165	State of Michigan Retirement System Lansing, Michigan	$23.7M	+$3.04M	1	0.16%	Increased
166	US Bancorp Minneapolis, Minnesota	$23.7M	-$5.04M	4	0.1%	Reduced
167	Balyasny Asset Management Chicago, Illinois	$23.4M	+$7.09M	2	0.18%	Increased
168	Canada Life Winnipeg, Manitoba, Canada	$23.2M	-$3.64M	4	0.08%	Reduced
169	Cullen/Frost Bankers San Antonio, Texas	$22.4M	+$2.18M	1	0.91%	Increased
170	Douglas C. Lane & Associates New York	$21.9M	+$3.99M	1	0.65%	Increased
171	SIM Sadoff Investment Management Milwaukee, Wisconsin	$21.8M	+$166K	1	2.8%	Increased
172	Gabelli Funds Rye, New York	$21.7M	-$993K	1	0.11%	Reduced
173	TC Towle & Co Denver, Colorado	$21.5M	+$192K	1	4.36%	Increased
174	TGI Tradewinds Global Investors Los Angeles, California	$21.1M	-$1.15M	1	0.78%	Reduced
175	SCM Stevens Capital Management Radnor, Pennsylvania	$21M	+$22.5M	2	0.63%	Increased