← 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	AIG American International Group New York	$29.9M	+$272K	4	0.11%	Increased
152	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$29.8M	+$13.6M	2	0.06%	Increased
153	Aperio Group Sausalito, California	$29.6M	+$890K	4	0.17%	Increased
154	NIMC NWQ Investment Management Company Los Angeles, California	$29.5M	-$11M	2	0.36%	Reduced
155	ORIO Old Republic International (ORI) Chicago, Illinois	$29M	$0	1	0.96%	Maintained
156	TD Asset Management Toronto, Ontario, Canada	$28.6M	-$544K	1	0.04%	Reduced
157	Obermeyer Wealth Partners Aspen, Colorado	$28.2M	-$82.8K	1	2.44%	Reduced
158	Westfield Capital Management Boston, Massachusetts	$27.8M	+$135K	1	0.21%	Increased
159	UBS O'Connor Chicago, Illinois	$27.8M	+$4.34M	1	0.4%	Increased
160	Aviva London, United Kingdom	$27.5M	+$193K	2	0.15%	Increased
161	Zurich Cantonal Bank Zurich, Switzerland	$27.4M	+$1.53M	4	0.26%	Increased
162	SGAM Smith Group Asset Management Dallas, Texas	$27.1M	-$2.21M	2	0.91%	Reduced
163	Brown Advisory Baltimore, Maryland	$27M	+$4.97M	4	0.09%	Increased
164	Whale Rock Capital Management Boston, Massachusetts	$26.4M	-$55.1K	1	1.37%	Reduced
165	Pictet Asset Management (UK) London, United Kingdom	$26.1M	+$2.34M	1	0.07%	Increased
166	Los Angeles Capital Management Los Angeles, California	$25.7M	+$7.63M	4	0.15%	Increased
167	SCM Simcoe Capital Management New York	$24.8M	$0	1	9.81%	Maintained
168	Numeric Investors Boston, Massachusetts	$24.5M	+$5.41M	2	0.19%	Increased
169	Commerce Bank Kansas City, Missouri	$24.3M	+$1.16M	2	0.33%	Increased
170	MAA Matrix Asset Advisors White Plains, New York	$24.2M	+$167K	1	3.98%	Increased
171	SCCM Schafer Cullen Capital Management New York	$24.1M	+$23.2M	1	0.29%	Increased
172	Millennium Management New York	$23.7M	-$132M	4	0.04%	Reduced
173	CMG Cavalry Management Group San Francisco, California	$23.7M	+$10.6M	1	5.97%	Increased
174	Glenmede Trust Philadelphia, Pennsylvania	$23.5M	+$3.21M	4	0.1%	Increased
175	Gateway Investment Advisers Cincinnati, Ohio	$23.5M	-$102K	1	0.2%	Reduced