← 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	Janney Montgomery Scott Philadelphia, Pennsylvania	$23.8M	-$4.63K	2	0.17%	Reduced
177	Retirement Systems of Alabama Montgomery, Alabama	$23.4M	-$972K	2	0.11%	Reduced
178	Gateway Investment Advisers Cincinnati, Ohio	$23.3M	-$937K	1	0.23%	Reduced
179	Great Lakes Advisors Chicago, Illinois	$22.9M	+$1.48M	2	0.5%	Increased
180	Phoenix Financial Givatayim, Israel	$22.7M	+$22.4M	1	1.07%	New
181	GGHC Gilder Gagnon Howe & Co New York	$22.4M	-$422K	2	0.26%	Reduced
182	MAA Matrix Asset Advisors White Plains, New York	$22.4M	-$171K	1	3.96%	Reduced
183	Segall Bryant & Hamill Chicago, Illinois	$22.4M	+$2.27M	4	0.35%	Increased
184	Royce & Associates New York	$22.2M	-$8.08M	2	0.21%	Reduced
185	Oregon Public Employees Retirement Fund Tigard, Oregon	$22.1M	+$417K	4	0.29%	Increased
186	QS Investors New York	$22.1M	+$1.96M	2	0.24%	Increased
187	Anchor Capital Advisors Boston, Massachusetts	$21.5M	-$624K	1	0.78%	Reduced
188	SGAM Smith Group Asset Management Dallas, Texas	$21.4M	-$1.43M	1	0.75%	Reduced
189	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.2M	-$237K	1	2.2%	Reduced
190	Assenagon Asset Management Senningerberg, Luxembourg	$21.2M	+$11.9M	2	0.14%	Increased
191	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$20.9M	+$6.28M	3	0.25%	Increased
192	Winton Group London, United Kingdom	$20.8M	+$15.4M	4	0.25%	Increased
193	Robeco Schweiz Zurich, Switzerland	$20.7M	-$4.64M	1	0.89%	Reduced
194	Pinnacle Associates New York	$20.6M	-$949K	2	0.49%	Reduced
195	Guggenheim Capital Chicago, Illinois	$20.6M	+$592K	3	0.16%	Increased
196	SCCM Schafer Cullen Capital Management New York	$20.3M	-$1.32M	1	0.24%	Reduced
197	Fjarde Ap-fonden Stockholm, Sweden	$20.1M	+$1.47M	2	0.26%	Increased
198	ACM Argent Capital Management St Louis, Missouri	$19.9M	-$268K	1	0.74%	Reduced
199	Cornerstone Investment Partners Atlanta, Georgia	$19.7M	+$2.05M	1	0.87%	Increased
200	Thornburg Investment Management Santa Fe, New Mexico	$19.6M	+$2.17M	1	0.19%	Increased