← 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	ORIO Old Republic International (ORI) Chicago, Illinois	$52.3M	$0	1	1.23%	Maintained
152	HRT Financial New York	$51.4M	+$27.6M	4	0.52%	Increased
153	DFO Duquesne Family Office New York	$51.3M	+$19.5M	1	1.13%	Increased
154	Russell Investments Group London, United Kingdom	$50.8M	+$31.4K	5	0.09%	Increased
155	Martingale Asset Management Boston, Massachusetts	$50.8M	-$619K	1	0.58%	Reduced
156	Aberdeen Group Edinburgh, United Kingdom	$49.3M	+$20.5M	3	0.11%	Increased
157	Regions Financial Corp Birmingham, Alabama	$47.8M	-$2.06M	1	0.43%	Reduced
158	Chevy Chase Trust Bethesda, Maryland	$47.4M	+$8.1M	2	0.17%	Increased
159	AIG American International Group New York	$46.9M	-$24.5M	5	0.16%	Reduced
160	Whittier Trust South Pasadena, California	$45.8M	+$2.11M	3	0.89%	Increased
161	KeyBank National Association Cleveland, Ohio	$44.8M	+$351K	3	0.21%	Increased
162	Hardman Johnston Global Advisors Stamford, Connecticut	$44.6M	-$25.4M	1	1.27%	Reduced
163	IAM Ion Asset Management Herzliya, Israel	$44M	+$101K	1	5.06%	Increased
164	LPL Financial San Diego, California	$42.8M	-$3.44M	5	0.05%	Reduced
165	Janney Montgomery Scott Philadelphia, Pennsylvania	$42.3M	-$1.42M	3	0.21%	Reduced
166	Rockefeller Capital Management New York	$42M	+$2.41M	5	0.28%	Increased
167	Glenmede Trust Philadelphia, Pennsylvania	$42M	+$7.93M	2	0.23%	Increased
168	MUFG Securities EMEA London, United Kingdom	$40.9M	+$6.92M	2	0.33%	Increased
169	Moore Capital Management New York	$39.9M	+$32.7M	1	0.5%	Increased
170	Asset Management One Tokyo, Japan	$39.7M	-$562K	2	0.16%	Reduced
171	Pictet Asset Management (UK) London, United Kingdom	$39.7M	+$2.91M	5	0.05%	Increased
172	Alyeska Investment Group Chicago, Illinois	$39.4M	+$31M	1	0.51%	Increased
173	Fiera Capital (Canada) Montreal, Quebec, Canada	$39.3M	-$583K	1	0.11%	Reduced
174	US Bancorp Minneapolis, Minnesota	$38.9M	-$800K	5	0.08%	Reduced
175	SCA Southpoint Capital Advisors New York	$38.5M	+$38.4M	1	0.62%	New