← 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	$20.4M	+$1.35M	2	0.14%	Increased
177	Kornitzer Capital Management Shawnee Mission, Kansas	$19.4M	-$5.13M	1	0.35%	Reduced
178	SCM SKBA Capital Management San Francisco, California	$19.4M	-$1.22M	1	1.89%	Reduced
179	Raymond James Financial Services Advisors St. Petersburg, Florida	$19.2M	+$16.4M	2	0.19%	Increased
180	AAM AO Asset Management New York	$19.1M	+$20M	1	4.99%	New
181	TC Towle & Co Denver, Colorado	$19M	-$5.54M	1	3.51%	Reduced
182	CG Clinton Group New York	$19M	+$19.6M	2	0.83%	New
183	Trillium Asset Management Boston, Massachusetts	$18.9M	+$76.7K	1	1.25%	Increased
184	SCM Simcoe Capital Management New York	$18.7M	+$3.92M	1	10.55%	Increased
185	British Columbia Investment Management Victoria, British Columbia, Canada	$18.5M	-$1.04M	2	0.16%	Reduced
186	Douglas Lane & Associates New York	$18.5M	-$2.16M	1	0.53%	Reduced
187	Cornerstone Investment Partners Atlanta, Georgia	$18.3M	+$18.1M	1	0.64%	Increased
188	Aperio Group Sausalito, California	$18.3M	+$813K	4	0.14%	Increased
189	AL AJO LP Philadelphia, Pennsylvania	$18.2M	+$64.5K	1	0.08%	Increased
190	Glenmede Trust Philadelphia, Pennsylvania	$18.1M	+$5.93M	3	0.11%	Increased
191	Robeco Schweiz Zurich, Switzerland	$18M	+$11.4M	3	1.65%	Increased
192	RHJA Rice Hall James & Associates San Diego, California	$17.9M	+$5.56M	1	1.03%	Increased
193	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$17.8M	+$111K	1	2.38%	Increased
194	MAA Matrix Asset Advisors White Plains, New York	$17.3M	+$792K	1	3.36%	Increased
195	Whale Rock Capital Management Boston, Massachusetts	$17M	+$5.83M	1	1.41%	Increased
196	SGA Strategic Global Advisors Newport Beach, California	$16.9M	+$5.59M	1	6.39%	Increased
197	Capital Fund Management (CFM) Paris, France	$16.9M	+$17.3M	3	0.16%	New
198	STB S&T Bank Indiana, Pennsylvania	$16.8M	-$741K	1	2.75%	Reduced
199	HSBC Holdings London, United Kingdom	$16.6M	+$8.89K	2	0.05%	Increased
200	BNP Paribas Financial Markets Paris, France	$16.4M	-$7.94M	5	0.07%	Reduced