← 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	MAA Matrix Asset Advisors White Plains, New York	$24.3M	+$111K	1	4.17%	Increased
177	Royce & Associates New York	$24M	-$14.1M	1	0.16%	Reduced
178	Two Sigma Investments New York	$24M	+$3.2M	2	0.09%	Increased
179	Whale Rock Capital Management Boston, Massachusetts	$23.9M	+$2K	1	1.67%	Increased
180	Gateway Investment Advisers Cincinnati, Ohio	$23.9M	-$4.42M	1	0.21%	Reduced
181	UBS O'Connor Chicago, Illinois	$23.7M	+$5.24M	2	0.39%	Increased
182	Commerce Bank Kansas City, Missouri	$23.4M	+$839K	2	0.33%	Increased
183	Panagora Asset Management Boston, Massachusetts	$22.9M	-$7.06M	4	0.09%	Reduced
184	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.6M	-$239K	1	2.72%	Reduced
185	Janney Montgomery Scott Philadelphia, Pennsylvania	$22.1M	-$1.67M	2	0.28%	Reduced
186	Pictet Asset Management (UK) London, United Kingdom	$21.8M	-$6.39M	1	0.07%	Reduced
187	HSBC Holdings London, United Kingdom	$21.8M	-$4.42M	2	0.04%	Reduced
188	Nomura Asset Management Tokyo, Japan	$21.8M	+$481K	2	0.29%	Increased
189	Retirement Systems of Alabama Montgomery, Alabama	$21.6M	-$34.4K	2	0.12%	Reduced
190	Trillium Asset Management Boston, Massachusetts	$21.6M	+$692K	1	1.29%	Increased
191	Churchill Management Los Angeles, California	$20.8M	-$414K	1	0.54%	Reduced
192	Natixis Advisors Boston, Massachusetts	$20.7M	-$4.01M	3	0.22%	Reduced
193	Pinnacle Associates New York	$20.7M	+$1.03M	1	0.4%	Increased
194	Brown Advisory Baltimore, Maryland	$20.3M	+$14.2M	3	0.06%	Increased
195	Anchor Capital Advisors Boston, Massachusetts	$19.9M	+$6.75M	1	0.73%	Increased
196	WIC Willis Investment Counsel Gainesville, Georgia	$19.7M	$0	1	1.49%	Maintained
197	Polar Asset Management Partners Toronto, Ontario, Canada	$19.7M	-$3.86M	1	0.46%	Reduced
198	Glenmede Trust Philadelphia, Pennsylvania	$19.5M	$0	2	0.09%	Maintained
199	SFM Systematic Financial Management Teaneck, New Jersey	$19.1M	+$20.1M	2	0.35%	New
200	Creative Planning Overland Park, Kansas	$18.7M	+$223K	5	0.09%	Increased