← 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	$19.7M	-$1.53M	2	0.15%	Reduced
177	Gateway Investment Advisers Cincinnati, Ohio	$19.7M	-$1.73M	2	0.17%	Reduced
178	Hermes Investment Management London Uk, United Kingdom	$19.5M	+$2.87M	1	0.41%	Increased
179	SAM Steinberg Asset Management New York	$19.2M	-$933K	1	3.74%	Reduced
180	FMA Fiduciary Management Associates Chicago, Illinois	$18.6M	+$1.12M	1	1.22%	Increased
181	AL AJO LP Philadelphia, Pennsylvania	$18.5M	-$82.7M	1	0.08%	Reduced
182	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$18.5M	+$16.3M	1	2.57%	New
183	South Texas Money Management San Antonio, Texas	$18.5M	+$16.3M	1	1.05%	New
184	BNP Paribas Asset Management Paris, France	$18.3M	+$1.54M	2	0.16%	Increased
185	Aperio Group Sausalito, California	$18.2M	+$4.86M	4	0.16%	Increased
186	STB S&T Bank Indiana, Pennsylvania	$17.9M	+$25.9K	1	2.98%	Increased
187	HSBC Holdings London, United Kingdom	$17.4M	+$8.1K	2	0.05%	Increased
188	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17.3M	-$410K	1	3.88%	Reduced
189	MAA Matrix Asset Advisors White Plains, New York	$17.3M	-$304K	1	3.41%	Reduced
190	Cullen/Frost Bankers San Antonio, Texas	$16.8M	-$1.49M	1	0.63%	Reduced
191	IIA IPG Investment Advisors San Diego, California	$16.6M	-$3.58K	1	7.46%	Reduced
192	Chartwell Investment Partners Berywn, Pennsylvania	$16.5M	-$2.36M	1	0.31%	Reduced
193	Macquarie Group Sydney, NSW 2000, Australia	$16M	-$3.46M	3	0.03%	Reduced
194	AGF Investments Inc Toronto, Ontario, Canada	$15.8M	-$8.13M	1	0.19%	Reduced
195	GC Globeflex Capital San Diego, California	$15.7M	+$165K	2	4.2%	Increased
196	MC Martin Currie Edinburgh, United Kingdom	$15.6M	-$166K	1	1.49%	Reduced
197	Pinnacle Associates New York	$15.3M	+$363K	1	0.33%	Increased
198	Virginia Retirement System Richmond, Virginia	$15.3M	+$13.5M	2	0.22%	New
199	SCM Simcoe Capital Management New York	$15.3M	$0	1	10.61%	Maintained
200	RIG Roosevelt Investment Group New York	$15.1M	+$12.1M	1	1.34%	Increased