← 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	WIC Willis Investment Counsel Gainesville, Georgia	$22.7M	+$2.9M	1	1.53%	Increased
177	Ceredex Value Advisors Orlando, Florida	$22.6M	-$1.38M	1	0.28%	Reduced
178	MAA Matrix Asset Advisors White Plains, New York	$22.6M	-$1.62M	1	4.01%	Reduced
179	Anchor Capital Advisors Boston, Massachusetts	$22.2M	+$2.46M	1	0.8%	Increased
180	GGHC Gilder Gagnon Howe & Co New York	$21.7M	-$1.78M	2	0.22%	Reduced
181	Robeco Schweiz Zurich, Switzerland	$21.6M	-$17.8M	1	0.92%	Reduced
182	Segall Bryant & Hamill Chicago, Illinois	$21.6M	+$11.7M	3	0.33%	Increased
183	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.5M	+$434K	1	2.24%	Increased
184	Adage Capital Partners Boston, Massachusetts	$21.5M	$0	1	0.05%	Maintained
185	MUFG Securities EMEA London, United Kingdom	$21.4M	+$1.41M	1	0.23%	Increased
186	Pinnacle Associates New York	$21.4M	-$8.69M	2	0.5%	Reduced
187	Westwood Holdings Group Dallas, Texas	$21.2M	-$1.5M	2	0.23%	Reduced
188	SCCM Schafer Cullen Capital Management New York	$21.2M	-$366K	1	0.25%	Reduced
189	Oregon Public Employees Retirement Fund Tigard, Oregon	$21.1M	+$3.5M	4	0.29%	Increased
190	DG Delek Group Herzliya, Israel	$21M	+$2.68M	1	0.81%	Increased
191	Cullen/Frost Bankers San Antonio, Texas	$20.7M	-$284K	1	0.64%	Reduced
192	Kornitzer Capital Management Shawnee Mission, Kansas	$20.4M	+$8.21M	2	0.36%	Increased
193	ACM Argent Capital Management St Louis, Missouri	$20.2M	-$3.41M	1	0.77%	Reduced
194	Alyeska Investment Group Chicago, Illinois	$20.2M	+$930K	2	0.26%	Increased
195	LCS Levin Capital Strategies New York	$20.2M	+$1.34M	2	1.99%	Increased
196	QS Investors New York	$20.1M	-$804K	1	0.22%	Reduced
197	United Capital Financial Advisors Irving, Texas	$20M	+$325K	2	0.13%	Increased
198	Guggenheim Capital Chicago, Illinois	$19.8M	-$23.6K	3	0.16%	Reduced
199	MCIM Meadow Creek Investment Management Atlanta, Georgia	$19.2M	-$7.27M	4	0.38%	Reduced
200	MN Services Vermogensbeheer The Hague, Netherlands	$19.1M	-$1.89M	2	0.22%	Reduced