← 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	Segall Bryant & Hamill Chicago, Illinois	$49.7M	+$1.89M	3	0.52%	Increased
177	Employees Retirement System of Texas Austin, Texas	$48.1M	+$8.79M	1	0.66%	Increased
178	Clark Capital Management Group Philadelphia, Pennsylvania	$47.7M	+$2.71M	1	0.43%	Increased
179	AMF Tjänstepension Stockholm, Sweden	$47.6M	-$34.2M	1	0.44%	Reduced
180	Trillium Asset Management Boston, Massachusetts	$47.4M	-$6.12M	1	1.33%	Reduced
181	Treasurer of the State of North Carolina Raleigh, North Carolina	$47.2M	+$1.08M	2	0.25%	Increased
182	Williams Jones Wealth Management New York	$46.8M	+$5.42M	1	0.7%	Increased
183	Rokos Capital Management (UK) London, United Kingdom	$46.7M	+$40.9M	1	0.45%	New
184	ExodusPoint Capital Management New York	$46.1M	-$16.1M	3	0.37%	Reduced
185	Pinnacle Associates New York	$46.1M	+$309K	2	0.8%	Increased
186	Qube Research & Technologies (QRT) London, United Kingdom	$45.1M	-$3.04M	3	0.16%	Reduced
187	Susquehanna International Group Bala Cynwyd, Pennsylvania	$44.7M	-$25.7M	7	0.01%	Reduced
188	FCI Financial Counselors Inc Overland Park, Kansas	$44.2M	-$125K	2	0.9%	Reduced
189	IAM Iridian Asset Management Westport, Connecticut	$43.4M	-$12.8M	1	4.04%	Reduced
190	Man Group London, United Kingdom	$43.2M	+$37.6M	4	0.13%	New
191	Cullen/Frost Bankers San Antonio, Texas	$42.8M	-$236K	3	0.73%	Reduced
192	ACM Argent Capital Management St Louis, Missouri	$42.8M	-$507K	1	1.39%	Reduced
193	R.M. Davis Inc Portland, Maine	$42.5M	-$31.8K	1	1.02%	Reduced
194	CP Cumberland Partners Toronto, Ontario, Canada	$42.4M	+$457K	1	3.89%	Increased
195	Vaughan David Investments Peoria, Illinois	$42.1M	+$505K	1	1.23%	Increased
196	Squarepoint New York	$41.9M	+$17.5M	5	0.13%	Increased
197	FFM Fullerton Fund Management Singapore	$41.8M	+$34.2M	1	2.92%	Increased
198	Mackenzie Financial Toronto Ontario, Ontario, Canada	$41.8M	-$2.71M	5	0.06%	Reduced
199	Creative Planning Overland Park, Kansas	$41.7M	+$868K	5	0.06%	Increased
200	Aviva London, United Kingdom	$41.1M	+$611K	3	0.17%	Increased