← 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
226
Stifel Nicolaus & Co
Stifel Nicolaus & Co
Missouri
$12.9M +$231K 3 0.21% Increased
227
TC
Towle & Co
Colorado
$12.9M -$174K 1 2.95% Reduced
228
GAMCO Investors
GAMCO Investors
Connecticut
$12.9M -$27.8M 1 0.08% Reduced
229
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$12.8M +$690K 2 0.06% Increased
230
PP
Palladium Partners
Virginia
$12.7M -$21.5K 1 1.29% Reduced
231
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$12.7M -$348K 3 0.13% Reduced
232
1919 Investment Counsel
1919 Investment Counsel
Maryland
$12.6M +$11.6M 1 0.28% Increased
233
AIG
American International Group
New York
$12.5M -$748K 5 0.07% Reduced
234
CC
Carlson Capital
Texas
$12.5M -$19M 1 0.17% Reduced
235
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$12.2M -$562K 3 0.15% Reduced
236
Winton Capital Management
Winton Capital Management
United Kingdom
$12M -$4.3M 1 0.14% Reduced
237
Granahan Investment Management
Granahan Investment Management
Massachusetts
$11.9M -$635K 1 0.32% Reduced
238
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$11.8M -$440K 2 0.25% Reduced
239
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$11.8M +$1.41M 1 0.25% Increased
240
VBCP
Vollero Beach Capital Partners
New York
$11.7M -$7.45M 1 0.85% Reduced
241
KBC Group
KBC Group
Belgium
$11.7M +$2.46M 4 0.19% Increased
242
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11.7M -$20.1M 3 0.11% Reduced
243
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$11.6M +$298K 3 0.74% Increased
244
WesBanco Bank
WesBanco Bank
West Virginia
$11.4M -$72.4K 1 0.7% Reduced
245
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$11.3M -$107M 2 0.06% Reduced
246
Baird
Baird
Wisconsin
$11.2M -$381K 1 0.21% Reduced
247
Driehaus Capital Management
Driehaus Capital Management
Illinois
$11.2M -$653K 1 0.43% Reduced
248
TSU
TD Securities (USA)
New York
$11.2M +$63.3K 1 0.21% Increased
249
CHAM
Clear Harbor Asset Management
Connecticut
$10.9M +$424K 2 2.97% Increased
250
Eastern Bank
Eastern Bank
Massachusetts
$10.6M +$10.4M 1 0.97% New