← 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
201	Guggenheim Capital Chicago, Illinois	$20.5M	-$44.2M	4	0.14%	Reduced
202	Man Group London, United Kingdom	$20.4M	-$12.4M	4	0.08%	Reduced
203	PP Paloma Partners Greenwich, Connecticut	$20.4M	+$15.3M	3	0.37%	Increased
204	Whittier Trust South Pasadena, California	$20.1M	+$381K	3	0.66%	Increased
205	RI Redwood Investments Boston, Massachusetts	$19.8M	-$1.06M	1	1.37%	Reduced
206	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$19.6M	+$1.96M	1	4.13%	Increased
207	SCCM Schafer Cullen Capital Management New York	$19.3M	-$3.71M	1	0.25%	Reduced
208	Arizona State Retirement System Phoenix, Arizona	$19.1M	+$1.64M	3	0.19%	Increased
209	Eaton Vance Management Boston, Massachusetts	$19M	+$410K	4	0.05%	Increased
210	Great Lakes Advisors Chicago, Illinois	$18.8M	-$258K	1	0.44%	Reduced
211	Anchor Capital Advisors Boston, Massachusetts	$18.1M	-$971K	1	0.67%	Reduced
212	Calamos Advisors Naperville, Illinois	$18.1M	+$511K	1	0.11%	Increased
213	Trillium Asset Management Boston, Massachusetts	$17.5M	-$1.62M	1	0.94%	Reduced
214	Ferguson Wellman Capital Management Portland, Oregon	$17.4M	+$452K	1	0.61%	Increased
215	British Columbia Investment Management Victoria, British Columbia, Canada	$17.2M	-$4.72M	2	0.15%	Reduced
216	Marshall Wace North America New York	$17.1M	-$18.6M	4	0.1%	Reduced
217	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$17.1M	+$420K	2	0.84%	Increased
218	GC GMT Capital Atlanta, Georgia	$17.1M	-$11.4M	1	0.41%	Reduced
219	Comerica Bank Dallas, Texas	$17M	-$308K	5	0.12%	Reduced
220	Cullen/Frost Bankers San Antonio, Texas	$16.9M	-$1.53M	1	0.53%	Reduced
221	BNP Paribas Financial Markets Paris, France	$16.9M	-$40.9M	6	0.03%	Reduced
222	Daiwa Securities Group Tokyo, Japan	$16.9M	-$56.2K	2	0.13%	Reduced
223	Virginia Retirement Systems Richmond, Virginia	$16.7M	+$15.1M	3	0.2%	Increased
224	CCM Corsair Capital Management New York	$16.6M	-$892K	1	3.71%	Reduced
225	Putnam Investments Boston, Massachusetts	$16.6M	-$236K	2	0.04%	Reduced