← 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	Jupiter Investment Management London, United Kingdom	$23.4M	+$9.15M	1	0.25%	Increased
177	AIM Avity Investment Management Greenwich, Connecticut	$23.1M	-$908K	1	3.08%	Reduced
178	ACI AMP Capital Investors Sydney, Australia	$22.8M	-$6.05M	3	0.13%	Reduced
179	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$22.7M	-$6.42M	1	0.51%	Reduced
180	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.1M	-$171K	1	2.67%	Reduced
181	Nomura Asset Management Tokyo, Japan	$22.1M	+$535K	2	0.28%	Increased
182	Retirement Systems of Alabama Montgomery, Alabama	$21.8M	-$62.6K	2	0.11%	Reduced
183	AHL Partners London, United Kingdom	$21.8M	+$7.86M	4	0.39%	Increased
184	Citigroup New York	$21.6M	-$9.96M	5	0.02%	Reduced
185	Janney Montgomery Scott Philadelphia, Pennsylvania	$21.4M	-$682K	3	0.24%	Reduced
186	Creative Planning Overland Park, Kansas	$20.6M	+$416K	5	0.1%	Increased
187	Royce & Associates New York	$20.3M	-$8.66M	1	0.13%	Reduced
188	ACM Argent Capital Management St Louis, Missouri	$20.3M	+$2.53M	2	0.79%	Increased
189	Natixis Advisors Boston, Massachusetts	$20.3M	-$360K	3	0.21%	Reduced
190	Pinnacle Associates New York	$19.8M	-$602K	1	0.36%	Reduced
191	Trillium Asset Management Boston, Massachusetts	$19.7M	-$1.54M	1	1.13%	Reduced
192	LPU Lansdowne Partners (UK) London, United Kingdom	$19.7M	+$16.4M	1	0.21%	Increased
193	Anchor Capital Advisors Boston, Massachusetts	$19.6M	-$109K	1	0.71%	Reduced
194	HI Honeywell International Charlotte, North Carolina	$19.5M	+$3.28M	1	0.69%	Increased
195	Tocqueville Asset Management New York	$19.3M	+$1.25M	3	0.22%	Increased
196	Whittier Trust South Pasadena, California	$19.2M	+$688K	4	0.7%	Increased
197	Capital International Los Angeles, California	$19.1M	-$5.53M	1	1.26%	Reduced
198	FP Foundry Partners Minneapolis, Minnesota	$19M	-$6.26M	2	0.76%	Reduced
199	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$18.7M	+$1.26M	1	3.9%	Increased
200	CAM Cortina Asset Management Milwaukee, Wisconsin	$18.7M	+$16.8M	1	0.77%	New