← 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	Natixis Advisors Boston, Massachusetts	$23.8M	+$2.59M	3	0.26%	Increased
177	WBC Westpac Banking Corp Sydney, Australia	$23.4M	+$13.2M	3	0.19%	Increased
178	MAA Matrix Asset Advisors White Plains, New York	$23.1M	-$727K	1	4.05%	Reduced
179	Marshall Wace North America New York	$22.9M	+$22M	2	0.18%	New
180	KBC Group Brussels, Belgium	$22.9M	-$8.51M	4	0.21%	Reduced
181	Whale Rock Capital Management Boston, Massachusetts	$22.9M	+$20.8K	1	1.24%	Increased
182	Janney Montgomery Scott Philadelphia, Pennsylvania	$22.8M	-$578K	2	0.3%	Reduced
183	Zurich Cantonal Bank Zurich, Switzerland	$22.6M	+$293K	4	0.22%	Increased
184	Polar Asset Management Partners Toronto, Ontario, Canada	$22.5M	+$4.5M	1	0.57%	Increased
185	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.7M	-$599K	1	2.62%	Reduced
186	Commerce Bank Kansas City, Missouri	$21.5M	+$729K	2	0.31%	Increased
187	Two Sigma Investments New York	$21.4M	-$65M	1	0.07%	Reduced
188	Daiwa Securities Group Tokyo, Japan	$21.3M	+$11.4M	2	0.13%	Increased
189	AHL Partners London, United Kingdom	$21.1M	-$1.85M	4	0.47%	Reduced
190	Teacher Retirement System of Texas Austin, Texas	$21.1M	-$104K	3	0.15%	Reduced
191	ACM Argent Capital Management St Louis, Missouri	$21M	+$244K	2	0.8%	Increased
192	Retirement Systems of Alabama Montgomery, Alabama	$20.6M	-$160K	2	0.11%	Reduced
193	Nomura Asset Management Tokyo, Japan	$20.4M	-$3.9M	2	0.29%	Reduced
194	Citigroup New York	$20.3M	+$557K	5	0.02%	Increased
195	Axa Paris, France	$20.3M	-$10.4M	3	0.09%	Reduced
196	Churchill Management Los Angeles, California	$20.2M	+$875K	1	0.57%	Increased
197	Trillium Asset Management Boston, Massachusetts	$19.9M	-$442K	1	1.27%	Reduced
198	FP Foundry Partners Minneapolis, Minnesota	$19.7M	+$1.37M	2	0.82%	Increased
199	RHJA Rice Hall James & Associates San Diego, California	$19.5M	-$512K	1	0.95%	Reduced
200	Asset Management One Tokyo, Japan	$19.5M	-$13.5M	3	0.05%	Reduced