← 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	AL AJO LP Philadelphia, Pennsylvania	$32.2M	-$11.3M	3	0.14%	Reduced
152	Brown Advisory Baltimore, Maryland	$31.5M	+$3.1M	4	0.1%	Increased
153	Squarepoint New York	$31.2M	+$19.4M	5	0.54%	Increased
154	Citadel Advisors Miami, Florida	$31.1M	+$1.83M	4	0.02%	Increased
155	AIG American International Group New York	$31.1M	+$551K	4	0.1%	Increased
156	Zurich Cantonal Bank Zurich, Switzerland	$31.1M	+$2.42M	4	0.28%	Increased
157	Chevy Chase Trust Bethesda, Maryland	$30.3M	-$534K	1	0.13%	Reduced
158	ORIO Old Republic International (ORI) Chicago, Illinois	$29.9M	$0	1	0.95%	Maintained
159	PIMC Praesidium Investment Management Company New York	$29.8M	-$364K	1	2.31%	Reduced
160	Obermeyer Wealth Partners Aspen, Colorado	$29.3M	+$268K	1	2.54%	Increased
161	Panagora Asset Management Boston, Massachusetts	$29.1M	-$6.05M	3	0.11%	Reduced
162	HSBC Holdings London, United Kingdom	$28.7M	+$11.8M	4	0.04%	Increased
163	Whale Rock Capital Management Boston, Massachusetts	$27.8M	-$37K	1	1.29%	Reduced
164	SGAM Smith Group Asset Management Dallas, Texas	$27.7M	+$601K	2	0.87%	Increased
165	Bridgeway Capital Management Houston, Texas	$27.1M	+$26M	3	0.29%	Increased
166	SCM Simcoe Capital Management New York	$26.9M	$0	1	9.33%	Maintained
167	Glenmede Trust Philadelphia, Pennsylvania	$26.7M	+$2.4M	4	0.11%	Increased
168	Davis Selected Advisers Tucson, Arizona	$26.5M	-$15.4M	1	0.11%	Reduced
169	Jupiter Investment Management London, United Kingdom	$26.5M	+$8.26M	1	0.24%	Increased
170	Los Angeles Capital Management Los Angeles, California	$25.8M	+$158K	4	0.14%	Increased
171	Point72 Asset Management Stamford, Connecticut	$25.5M	+$25.1M	1	0.11%	New
172	Commerce Bank Kansas City, Missouri	$25.4M	+$407K	2	0.33%	Increased
173	SCCM Schafer Cullen Capital Management New York	$25.3M	+$504K	1	0.29%	Increased
174	TimesSquare Capital Management New York	$25.1M	+$19.8M	1	0.16%	New
175	Aviva London, United Kingdom	$25M	-$3.5M	2	0.14%	Reduced