← 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	ICM Invenomic Capital Management Boston, Massachusetts	$28M	+$2.43M	1	2.41%	Increased
202	AIP ARS Investment Partners New York	$27.5M	+$3.28M	2	3.78%	Increased
203	Royal London Asset Management United Kingdom	$27.5M	-$1.64M	3	0.14%	Reduced
204	Pendal Group Sydney, Australia	$27.4M	-$2.57M	1	0.27%	Reduced
205	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$27.3M	+$29.2M	2	0.57%	New
206	R.M. Davis Inc Portland, Maine	$27.2M	+$631K	1	0.79%	Increased
207	Gateway Investment Advisers Cincinnati, Ohio	$27.1M	-$172K	1	0.34%	Reduced
208	Gabelli Funds Rye, New York	$27.1M	+$191K	2	0.22%	Increased
209	Becker Capital Management Portland, Oregon	$27.1M	-$388K	2	1.42%	Reduced
210	Vaughan David Investments Peoria, Illinois	$26.4M	+$27.7M	1	0.89%	New
211	Employees Retirement System of Texas Austin, Texas	$26.1M	+$8.13M	2	0.4%	Increased
212	Davis Selected Advisers Tucson, Arizona	$26.1M	+$134K	1	0.19%	Increased
213	M&T Bank Buffalo, New York	$25.9M	+$163K	3	0.12%	Increased
214	Cullen/Frost Bankers San Antonio, Texas	$25.8M	+$301K	2	0.59%	Increased
215	Ancora Advisors Cleveland, Ohio	$25.5M	+$406K	2	0.79%	Increased
216	TC TwinBeech Capital Purchase, New York	$25.4M	+$10.4M	2	0.67%	Increased
217	CIBC Private Wealth Group Atlanta, Georgia	$24.9M	+$21M	3	0.07%	Increased
218	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$24.9M	-$3.33M	1	0.05%	Reduced
219	Squarepoint New York	$24.8M	-$13M	6	0.13%	Reduced
220	William Blair Investment Management Chicago, Illinois	$24.8M	-$611K	1	0.1%	Reduced
221	SAM Scopus Asset Management New York	$24.7M	+$25.9M	1	0.92%	New
222	SIM Sadoff Investment Management Milwaukee, Wisconsin	$24.5M	-$584K	1	1.91%	Reduced
223	AIG American International Group New York	$24.4M	-$373K	6	0.18%	Reduced
224	CT Cambridge Trust Cambridge, Massachusetts	$24.3M	+$5.11M	1	1.15%	Increased
225	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$24.2M	+$2.38M	2	0.04%	Increased