← 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	BA Boston Advisors Boston, Massachusetts	$16.8M	+$17.5M	1	0.39%	New
177	STB S&T Bank Indiana, Pennsylvania	$16.6M	-$75.6K	1	2.57%	Reduced
178	IIA IPG Investment Advisors San Diego, California	$15.4M	$0	1	7.1%	Maintained
179	Cullen/Frost Bankers San Antonio, Texas	$15.4M	-$2.02M	1	0.58%	Reduced
180	Acadian Asset Management Boston, Massachusetts	$15.3M	-$21M	1	0.08%	Reduced
181	PP Paloma Partners Greenwich, Connecticut	$15.3M	+$11.6M	4	0.4%	Increased
182	HCCM Herring Creek Capital Management Stamford, Connecticut	$15.3M	+$1.15M	1	4.11%	Increased
183	Silvercrest Asset Management New York	$14.9M	-$1.14M	1	0.21%	Reduced
184	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$14.8M	+$4.43M	1	3.6%	Increased
185	HSBC Holdings London, United Kingdom	$14.7M	-$4.27M	2	0.04%	Reduced
186	MAA Matrix Asset Advisors White Plains, New York	$14.7M	-$7.13M	1	2.82%	Reduced
187	Susquehanna International Group Bala Cynwyd, Pennsylvania	$14.3M	+$7.01M	5	0.01%	Increased
188	GC Globeflex Capital San Diego, California	$14.3M	+$3.07M	2	3.8%	Increased
189	SCM Simcoe Capital Management New York	$14.2M	+$1.34M	1	8.87%	Increased
190	OAM Oxford Asset Management Oxford, United Kingdom	$14M	-$2.87M	1	0.33%	Reduced
191	BNP Paribas Asset Management Paris, France	$14M	-$119K	2	0.12%	Reduced
192	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$13.9M	-$13M	1	0.04%	Reduced
193	Anchor Capital Advisors Boston, Massachusetts	$13.6M	-$437K	1	0.34%	Reduced
194	Hermes Investment Management London Uk, United Kingdom	$13.2M	+$3.78M	1	0.3%	Increased
195	Robeco Schweiz Zurich, Switzerland	$13.2M	-$4.75M	1	1.13%	Reduced
196	MC Martin Currie Edinburgh, United Kingdom	$13.1M	-$70.4K	1	1.33%	Reduced
197	Zevenbergen Capital Investments Edmonds, Washington	$13.1M	+$12.4M	1	0.53%	Increased
198	TD Asset Management Toronto, Ontario, Canada	$12.8M	+$334K	3	0.03%	Increased
199	Gabelli Funds Rye, New York	$12.8M	-$271K	1	0.08%	Reduced
200	ORIO Old Republic International (ORI) Chicago, Illinois	$12.5M	+$1.46M	1	0.67%	Increased