← 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	ACI AMP Capital Investors Sydney, Australia	$16.5M	-$1.04M	2	0.12%	Reduced
177	FMA Fiduciary Management Associates Chicago, Illinois	$16.5M	-$1.65M	1	1.08%	Reduced
178	AGF Investments Inc Toronto, Ontario, Canada	$16.3M	-$37.8M	1	0.2%	Reduced
179	Millennium Management New York	$16.2M	-$15.8M	4	0.03%	Reduced
180	D.E. Shaw & Co New York	$16M	-$15.7M	5	0.02%	Reduced
181	Silvercrest Asset Management New York	$15.8M	+$3.31M	1	0.24%	Increased
182	OAM Oxford Asset Management Oxford, United Kingdom	$15.8M	-$3.78M	2	0.5%	Reduced
183	STB S&T Bank Indiana, Pennsylvania	$15.7M	-$47.1K	1	2.41%	Reduced
184	US Bancorp Minneapolis, Minnesota	$15.2M	-$1.76M	4	0.06%	Reduced
185	Chartwell Investment Partners Berywn, Pennsylvania	$14.8M	+$14.3M	1	0.32%	New
186	AIG American International Group New York	$14.7M	-$458K	5	0.06%	Reduced
187	IIA IPG Investment Advisors San Diego, California	$14.5M	-$2.34M	1	6.74%	Reduced
188	Capital International Sarl Los Angeles, California	$14.2M	-$118K	1	1.27%	Reduced
189	Robeco Schweiz Zurich, Switzerland	$14.1M	+$3.86M	2	1.31%	Increased
190	HCCM Herring Creek Capital Management Stamford, Connecticut	$14M	+$1.43M	1	3.82%	Increased
191	Anchor Capital Advisors Boston, Massachusetts	$13.8M	+$498K	1	0.35%	Increased
192	BNP Paribas Asset Management Paris, France	$13.8M	-$163K	2	0.12%	Reduced
193	Gotham Asset Management New York	$13.5M	-$5.01M	2	0.13%	Reduced
194	MC Martin Currie Edinburgh, United Kingdom	$13M	+$464K	1	1.35%	Increased
195	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$13M	-$1.35M	1	0.63%	Reduced
196	Whittier Trust South Pasadena, California	$13M	+$383K	3	0.63%	Increased
197	CTI Community Trust & Investment Versailles, Kentucky	$13M	+$742K	1	1.75%	Increased
198	Pinnacle Associates New York	$12.9M	-$4.42M	1	0.29%	Reduced
199	Gabelli Funds Rye, New York	$12.8M	-$3.05M	1	0.08%	Reduced
200	State of Tennessee, Department of Treasury Nashville, Tennessee	$12.7M	-$18.5M	1	0.08%	Reduced