← 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
176	ECM Estabrook Capital Management New York	$20.6M	-$947K	1	2.1%	Reduced
177	TGI Tradewinds Global Investors Los Angeles, California	$20.5M	+$19M	1	0.51%	New
178	BNP Paribas Financial Markets Paris, France	$20.2M	+$496K	3	0.02%	Increased
179	Renaissance Technologies New York	$20.2M	+$10.5M	1	0.05%	Increased
180	KG Killen Group Berwyn, Pennsylvania	$20.1M	-$1.29M	1	1.1%	Reduced
181	Douglas C. Lane & Associates New York	$20.1M	+$2.42M	1	0.64%	Increased
182	William Blair & Company Chicago, Illinois	$19M	+$13.6M	2	0.03%	Increased
183	SG Americas Securities New York	$19M	+$2.67M	4	0.08%	Increased
184	SEI Trust Company Oaks, Pennsylvania	$18.9M	-$7.48M	3	0.19%	Reduced
185	Winton Capital Management London, United Kingdom	$18.9M	+$5.41M	1	0.13%	Increased
186	TC Towle & Co Denver, Colorado	$18.9M	-$86.2K	1	3.58%	Reduced
187	I.G. Investment Management Winnipeg, Manitoba, Canada	$18.9M	+$1.61M	1	0.07%	Increased
188	HCCM Herring Creek Capital Management Stamford, Connecticut	$18.5M	+$3.11M	1	4.07%	Increased
189	CC Chubb Corp Warren, New Jersey	$18.2M	$0	1	1.01%	Maintained
190	Susquehanna International Group Bala Cynwyd, Pennsylvania	$18.2M	-$30.2M	4	0.01%	Reduced
191	TPSF Texas Permanent School Fund Austin, Texas	$18M	-$873K	3	0.19%	Reduced
192	TCW Group Los Angeles, California	$17.7M	+$111K	1	0.07%	Increased
193	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$17.7M	-$1.01M	3	0.11%	Reduced
194	TD Asset Management Toronto, Ontario, Canada	$17.6M	-$1.7M	2	0.03%	Reduced
195	SCM Sandler Capital Management New York	$17.4M	+$17.1M	1	0.61%	New
196	TU TDAM USA Toronto, Ontario, Canada	$17.4M	+$2.05M	1	0.75%	Increased
197	AIM Avity Investment Management Greenwich, Connecticut	$17.2M	+$1.15M	1	3.22%	Increased
198	LCP Lombardia Capital Partners Pasadena, California	$17.1M	+$637K	1	0.47%	Increased
199	IAM Impax Asset Management Portsmouth, New Hampshire	$16.7M	-$1.46M	1	1.07%	Reduced
200	Wasatch Advisors Salt Lake City, Utah	$16.6M	+$16.2M	1	0.16%	New