← 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	Renaissance Technologies New York	$22.7M	-$11.7M	2	0.05%	Reduced
177	ALPS Advisors Denver, Colorado	$22.5M	+$21.2M	2	0.18%	Increased
178	Pinnacle Associates New York	$22.2M	+$315K	1	0.43%	Increased
179	CC Chubb Corp Warren, New Jersey	$22.1M	-$8	1	1.15%	Reduced
180	Gabelli Funds Rye, New York	$21.1M	-$2.14M	1	0.1%	Reduced
181	Susquehanna International Group Bala Cynwyd, Pennsylvania	$20.8M	-$50.9K	5	0.01%	Reduced
182	Aviva London, United Kingdom	$20.7M	-$1.79M	2	0.16%	Reduced
183	VCM Vision Capital Management Portland, Oregon	$20.7M	+$1.13M	1	2.38%	Increased
184	PRCM Pine River Capital Management Minnetonka, Minnesota	$20.6M	+$20M	1	0.26%	New
185	QAM Quentec Asset Management New York	$20.5M	+$4.23M	1	3.73%	Increased
186	DP Delta Partners Boston, Massachusetts	$20.4M	+$8.19M	1	15.67%	Increased
187	IIA IPG Investment Advisors San Diego, California	$20.2M	+$479K	1	7.89%	Increased
188	Hermes Investment Management London Uk, United Kingdom	$19.7M	+$2.07M	1	0.51%	Increased
189	BNP Paribas Financial Markets Paris, France	$19.5M	-$5.94M	3	0.07%	Reduced
190	Anchor Capital Advisors Boston, Massachusetts	$19.5M	+$104K	1	0.39%	Increased
191	CCM Century Capital Management Boston, Massachusetts	$19.3M	-$8.31M	1	1.11%	Reduced
192	BNP Paribas Asset Management Paris, France	$18.9M	-$571K	2	0.15%	Reduced
193	AIM Avity Investment Management Greenwich, Connecticut	$18.8M	+$1.28M	1	3.02%	Increased
194	Catalyst Capital Advisors Huntington, New York	$18.6M	+$9.38M	2	2.19%	Increased
195	KG Killen Group Berwyn, Pennsylvania	$18.6M	-$468K	1	1.21%	Reduced
196	Trillium Asset Management Boston, Massachusetts	$18.2M	+$4M	1	1.24%	Increased
197	SAM Scopus Asset Management New York	$18M	+$17.4M	1	0.47%	New
198	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$17.8M	+$2.72M	2	0.06%	Increased
199	IP Interval Partners New York	$17.3M	+$9.51M	1	2.61%	Increased
200	M&T Bank Buffalo, New York	$16.8M	+$4.55M	3	0.1%	Increased