← 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	Capital International Los Angeles, California	$22.3M	-$895K	1	1.56%	Reduced
177	Nomura Asset Management Tokyo, Japan	$22.1M	-$548K	2	0.4%	Reduced
178	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$21.6M	-$5.09M	2	0.05%	Reduced
179	MAA Matrix Asset Advisors White Plains, New York	$21.6M	+$534K	1	3.65%	Increased
180	SCM Simcoe Capital Management New York	$21.5M	-$2.5M	1	10.58%	Reduced
181	Pictet Asset Management (UK) London, United Kingdom	$21.4M	+$12M	1	0.08%	Increased
182	Janney Montgomery Scott Philadelphia, Pennsylvania	$21M	+$821K	3	0.32%	Increased
183	Balyasny Asset Management Chicago, Illinois	$20.9M	+$18.6M	2	0.11%	Increased
184	Whale Rock Capital Management Boston, Massachusetts	$20.3M	+$241	1	1.64%	Increased
185	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$20.2M	+$203K	1	2.62%	Increased
186	Aperio Group Sausalito, California	$19.9M	-$1.72M	4	0.15%	Reduced
187	AHL Partners London, United Kingdom	$19.8M	-$1.44M	4	0.6%	Reduced
188	Zurich Cantonal Bank Zurich, Switzerland	$19.6M	+$2.15M	5	0.2%	Increased
189	Teacher Retirement System of Texas Austin, Texas	$19.1M	-$1.73M	3	0.14%	Reduced
190	Natixis Advisors Boston, Massachusetts	$19M	+$246K	3	0.23%	Increased
191	Retirement Systems of Alabama Montgomery, Alabama	$18.7M	-$606K	2	0.11%	Reduced
192	ACM Argent Capital Management St Louis, Missouri	$18.7M	+$6.89M	2	0.76%	Increased
193	Commerce Bank Kansas City, Missouri	$18.7M	+$595K	2	0.28%	Increased
194	Trillium Asset Management Boston, Massachusetts	$18.4M	+$1.26M	1	1.21%	Increased
195	Tocqueville Asset Management New York	$18.1M	-$5.15M	2	0.23%	Reduced
196	Gotham Asset Management New York	$17.9M	+$11.3M	1	0.23%	Increased
197	GC Globeflex Capital San Diego, California	$17.9M	-$299K	2	4.46%	Reduced
198	Pinnacle Associates New York	$17.6M	-$312K	1	0.36%	Reduced
199	Millennium Management New York	$17.5M	-$34.8M	4	0.04%	Reduced
200	Churchill Management Los Angeles, California	$17.5M	+$740K	1	0.58%	Increased