← 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	$24.7M	-$165K	1	3.92%	Reduced
177	AIM Avity Investment Management Greenwich, Connecticut	$24.2M	+$359K	1	3.05%	Increased
178	CMG Cavalry Management Group San Francisco, California	$23.7M	-$1.31M	1	6.91%	Reduced
179	Janney Montgomery Scott Philadelphia, Pennsylvania	$23.7M	+$1.83M	3	0.25%	Increased
180	ACI AMP Capital Investors Sydney, Australia	$23.7M	+$58.5K	3	0.13%	Increased
181	Gateway Investment Advisers Cincinnati, Ohio	$23.4M	-$692K	1	0.2%	Reduced
182	Capital Fund Management (CFM) Paris, France	$23.2M	+$8.14M	3	0.13%	Increased
183	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$23M	+$8.24M	2	0.05%	Increased
184	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.9M	+$135K	1	2.59%	Increased
185	Natixis Advisors Boston, Massachusetts	$22.5M	+$1.57M	3	0.23%	Increased
186	AHL Partners London, United Kingdom	$22.4M	+$703K	4	0.35%	Increased
187	Retirement Systems of Alabama Montgomery, Alabama	$22.4M	-$146K	2	0.11%	Reduced
188	ACM Argent Capital Management St Louis, Missouri	$22.4M	+$180K	2	0.77%	Increased
189	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$22.2M	-$1.1M	1	0.49%	Reduced
190	HCM Hodges Capital Management Dallas, Texas	$22.2M	+$7.76M	1	1.63%	Increased
191	WI WBI Investments Red Bank, New Jersey	$22.1M	+$21.7M	1	1.02%	New
192	Creative Planning Overland Park, Kansas	$21.7M	-$36.6K	5	0.09%	Reduced
193	HI Honeywell International Charlotte, North Carolina	$21.2M	+$12.6K	1	0.7%	Increased
194	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$21.1M	+$5.95M	2	0.86%	Increased
195	Pictet Asset Management (UK) London, United Kingdom	$20.9M	-$6.89M	1	0.05%	Reduced
196	Nomura Asset Management Tokyo, Japan	$20.8M	-$1.97M	2	0.24%	Reduced
197	Daiwa Securities Group Tokyo, Japan	$20.4M	+$15M	2	0.14%	Increased
198	CCM Corsair Capital Management New York	$20.4M	+$20.3M	1	3.64%	New
199	Putnam Investments Boston, Massachusetts	$20.4M	+$17.4M	2	0.05%	Increased
200	Anchor Capital Advisors Boston, Massachusetts	$20.3M	+$163K	1	0.72%	Increased