← 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	Meyer Handelman Company Rye Brook, New York	$14.5M	-$66.8K	1	0.67%	Reduced
227	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$14.4M	+$764K	2	0.05%	Increased
228	Braun Stacey Associates New York	$14.3M	-$1.25M	1	0.85%	Reduced
229	Asset Management One Tokyo, Japan	$14.2M	-$463K	2	0.21%	Reduced
230	AAP Ardsley Advisory Partners Stamford, Connecticut	$13.7M	+$12M	2	1.75%	Increased
231	F.L. Putnam Investment Management Lynnfield, Massachusetts	$13.7M	-$555K	1	1.58%	Reduced
232	DSI Daiwa SB Investments Tokyo, Japan	$13.6M	+$25.2K	1	1.72%	Increased
233	SCM Suffolk Capital Management New York	$13.6M	-$1.32M	2	1.64%	Reduced
234	Trillium Asset Management Boston, Massachusetts	$13.5M	+$780K	1	1.15%	Increased
235	Hermes Investment Management London Uk, United Kingdom	$13.4M	+$11.2M	1	0.37%	Increased
236	CHAM Clear Harbor Asset Management Stamford, Connecticut	$13.3M	-$6.29K	2	2.86%	Reduced
237	Natixis Advisors Boston, Massachusetts	$13.2M	+$1.42M	2	0.19%	Increased
238	PRCM Pine River Capital Management Minnetonka, Minnesota	$13.2M	+$12.6M	2	0.2%	New
239	Fifth Third Bancorp Cincinnati, Ohio	$13.1M	+$875K	3	0.12%	Increased
240	TIP Torray Investment Partners Bethesda, Maryland	$12.9M	$0	1	1.31%	Maintained
241	TSU TD Securities (USA) New York	$12.9M	+$792K	1	0.21%	Increased
242	Associated Banc-Corp Green Bay, Wisconsin	$12.8M	-$155K	1	0.83%	Reduced
243	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.7M	+$1.15M	2	0.36%	Increased
244	IMOV Investment Management of Virginia Richmond, Virginia	$12.5M	+$4.65M	1	2.02%	Increased
245	WesBanco Bank Wheeling, West Virginia	$12.5M	-$46.8K	1	0.7%	Reduced
246	Guardian Capital (Canada) Toronto, Ontario, Canada	$12.4M	-$1.19M	1	0.18%	Reduced
247	Anchor Capital Advisors Boston, Massachusetts	$12.2M	-$413K	1	0.23%	Reduced
248	Gulf International Bank (UK) London, United Kingdom	$12.1M	$0	2	0.22%	Maintained
249	CAM Contour Asset Management New York	$12M	+$10.8M	1	0.58%	New
250	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$11.9M	-$569K	3	0.14%	Reduced