← 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	NIMC NWQ Investment Management Company Los Angeles, California	$30M	+$25.3M	2	0.44%	Increased
152	Citadel Advisors Miami, Florida	$29.5M	+$20.1M	5	0.03%	Increased
153	TD Asset Management Toronto, Ontario, Canada	$28.1M	+$1.38M	2	0.05%	Increased
154	US Bancorp Minneapolis, Minnesota	$27.4M	+$1.84M	4	0.1%	Increased
155	WM WS Management Jacksonville, Florida	$27.3M	-$37.4M	1	1.05%	Reduced
156	Gateway Investment Advisers Cincinnati, Ohio	$27.1M	-$842K	1	0.24%	Reduced
157	Nuveen Charlotte, North Carolina	$27.1M	-$130K	2	0.16%	Reduced
158	Silvercrest Asset Management New York	$26.9M	+$2.87M	1	0.32%	Increased
159	Thrivent Financial for Lutherans Minneapolis, Minnesota	$26.3M	-$1.45M	3	0.12%	Reduced
160	South Texas Money Management San Antonio, Texas	$26.2M	+$787K	1	1.45%	Increased
161	Raymond James Financial Services Advisors St. Petersburg, Florida	$26.1M	+$4.9M	2	0.23%	Increased
162	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$25.9M	-$1.71M	2	0.06%	Reduced
163	Marshall Wace London, United Kingdom	$25.7M	+$22.2M	3	0.18%	Increased
164	Public Employees Retirement Association of Colorado Denver, Colorado	$25.6M	-$227K	4	0.21%	Reduced
165	CCI Columbus Circle Investors	$25.6M	-$4.77M	2	0.28%	Reduced
166	Chevy Chase Trust Bethesda, Maryland	$25.2M	-$742K	1	0.14%	Reduced
167	Aviva London, United Kingdom	$24.6M	+$243K	2	0.15%	Increased
168	Obermeyer Wealth Partners Aspen, Colorado	$24.3M	-$905K	1	2.33%	Reduced
169	SFM Systematic Financial Management Teaneck, New Jersey	$24M	-$16.7M	1	0.34%	Reduced
170	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$23.6M	+$22.9M	1	0.89%	Increased
171	First Eagle Investment Management New York	$23.6M	+$22.3M	1	0.06%	New
172	SCM Simcoe Capital Management New York	$22.8M	+$1.18M	1	11.98%	Increased
173	BNP Paribas Asset Management Paris, France	$22.8M	-$1.01M	2	0.19%	Reduced
174	Capital International Los Angeles, California	$22.7M	-$653K	1	1.6%	Reduced
175	Nomura Asset Management Tokyo, Japan	$22.1M	-$996K	2	0.4%	Reduced