← 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	Aviva London, United Kingdom	$21M	-$243K	2	0.17%	Reduced
177	British Columbia Investment Management Victoria, British Columbia, Canada	$20.9M	-$26.4K	2	0.18%	Reduced
178	Employees Retirement System of Texas Austin, Texas	$20.9M	-$3.32M	2	0.27%	Reduced
179	Citigroup New York	$20.7M	+$13.4M	5	0.02%	Increased
180	HCCM Herring Creek Capital Management Stamford, Connecticut	$20.6M	+$1.02M	1	3.8%	Increased
181	Highbridge Capital Management New York	$20.6M	+$22.5M	2	0.27%	Increased
182	CC Chubb Corp Warren, New Jersey	$20.4M	$0	1	1.11%	Maintained
183	Pinnacle Associates New York	$20.4M	+$86.7K	1	0.42%	Increased
184	Axa Paris, France	$19.9M	-$5.39M	3	0.08%	Reduced
185	Raymond James & Associates St Petersburg, Florida	$19.5M	+$6.88M	3	0.11%	Increased
186	Susquehanna International Group Bala Cynwyd, Pennsylvania	$19.5M	+$10.6M	5	0.01%	Increased
187	Numeric Investors Boston, Massachusetts	$19.2M	-$16.8M	2	0.28%	Reduced
188	VCM Vision Capital Management Portland, Oregon	$18.2M	+$951K	1	2.27%	Increased
189	IIA IPG Investment Advisors San Diego, California	$18.2M	-$6.68M	1	6.55%	Reduced
190	BNP Paribas Asset Management Paris, France	$18.1M	+$17.9M	2	0.15%	Increased
191	Anchor Capital Advisors Boston, Massachusetts	$18M	+$9.02M	1	0.37%	Increased
192	ACI AMP Capital Investors Sydney, Australia	$17.1M	+$1.23M	2	0.11%	Increased
193	GP GLG Partners London, United Kingdom	$17M	+$19M	1	0.39%	New
194	Capital International Inc Los Angeles, California	$16.9M	-$3.67M	1	1.05%	Reduced
195	Hermes Investment Management London Uk, United Kingdom	$16.3M	+$5.96M	1	0.42%	Increased
196	AIM Avity Investment Management Greenwich, Connecticut	$16.3M	+$1.21M	1	2.78%	Increased
197	Comerica Bank Dallas, Texas	$15.8M	-$23.5M	4	0.14%	Reduced
198	CCM Cupps Capital Management Chicago, Illinois	$15.6M	-$1.79M	1	1.44%	Reduced
199	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$15.4M	-$932K	3	0.1%	Reduced
200	KG Killen Group Berwyn, Pennsylvania	$15.2M	+$352K	1	0.84%	Increased