← 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	Asset Management One Tokyo, Japan	$13.1M	-$984K	2	0.2%	Reduced
227	TSU TD Securities (USA) New York	$12.7M	+$367K	1	0.21%	Increased
228	TIP Torray Investment Partners Bethesda, Maryland	$12.7M	-$1.98M	1	2.64%	Reduced
229	PIM Partner Investment Management San Francisco, California	$12.6M	-$6.77M	1	2.86%	Reduced
230	Principal Financial Group Des Moines, Iowa	$12.6M	+$802K	2	0.02%	Increased
231	WesBanco Bank Wheeling, West Virginia	$12.5M	-$10K	1	0.71%	Reduced
232	Anchor Capital Advisors Boston, Massachusetts	$12.5M	-$459K	1	0.25%	Reduced
233	Eastern Bank Boston, Massachusetts	$12.5M	+$685K	1	1.06%	Increased
234	Granahan Investment Management Waltham, Massachusetts	$12.3M	-$1.22M	1	0.32%	Reduced
235	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.3M	-$687K	3	0.14%	Reduced
236	Fifth Third Bancorp Cincinnati, Ohio	$12.2M	-$1.66M	3	0.12%	Reduced
237	Zacks Investment Management Chicago, Illinois	$12.1M	+$802K	1	0.48%	Increased
238	Associated Banc-Corp Green Bay, Wisconsin	$12.1M	+$549K	1	0.87%	Increased
239	Nomura Holdings Tokyo, Japan	$12M	-$4.23M	3	0.06%	Reduced
240	Employees Retirement System of Texas Austin, Texas	$12M	$0	3	0.15%	Maintained
241	QAM Quentec Asset Management New York	$11.9M	+$6.39M	1	3.54%	Increased
242	Baird Milwaukee, Wisconsin	$11.8M	-$601K	1	0.2%	Reduced
243	FIG Fortress Investment Group New York	$11.7M	-$5.58M	1	0.18%	Reduced
244	Fjarde Ap-fonden Stockholm, Sweden	$11.7M	-$764K	2	0.24%	Reduced
245	Trillium Asset Management Boston, Massachusetts	$11.5M	+$629K	1	1.13%	Increased
246	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$11.4M	+$219K	1	1.78%	Increased
247	AHC Adams Hill Capital Westport, Connecticut	$11.4M	+$10.7M	1	5.25%	New
248	STB S&T Bank Indiana, Pennsylvania	$11.4M	-$213K	1	1.62%	Reduced
249	OAM Oxford Asset Management Oxford, United Kingdom	$11.4M	+$5.13M	2	0.29%	Increased
250	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11.3M	+$477K	2	0.33%	Increased