← 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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$13.8M -$6.99M 4 0.02% Reduced
227
Granahan Investment Management
Granahan Investment Management
Massachusetts
$13.8M $0 1 0.39% Maintained
228
STCG
Speece Thorson Capital Group
Minnesota
$13.7M -$107K 1 3.29% Reduced
229
AIP
ARS Investment Partners
New York
$13.3M +$509K 1 2.43% Increased
230
Aperio Group
Aperio Group
California
$13.2M +$2.31M 4 0.14% Increased
231
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$13.2M -$21.5M 1 0.05% Reduced
232
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$13.1M +$403K 4 0.16% Increased
233
Meyer Handelman Company
Meyer Handelman Company
New York
$12.9M -$49.4K 1 0.59% Reduced
234
M&T Bank
M&T Bank
New York
$12.8M -$4.07M 3 0.08% Reduced
235
TSU
TD Securities (USA)
New York
$12.8M +$1.32M 1 0.17% Increased
236
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.8M -$5.66M 5 0.01% Reduced
237
Brandes Investment Partners
Brandes Investment Partners
California
$12.8M -$10M 1 0.16% Reduced
238
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$12.5M -$405K 2 0.04% Reduced
239
ECM
Estabrook Capital Management
New York
$12.2M -$1.12M 1 1.52% Reduced
240
SM
Stratton Management
Pennsylvania
$12.1M -$1.99M 1 0.53% Reduced
241
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$12M -$20.2M 1 0.29% Reduced
242
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$11.6M -$250K 1 0.75% Reduced
243
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$11.6M -$5.61M 1 0.5% Reduced
244
LCP
Lombardia Capital Partners
California
$11.6M +$234K 1 0.39% Increased
245
TIP
Torray Investment Partners
Maryland
$11.5M +$11.7M 1 0.75% Increased
246
WesBanco Bank
WesBanco Bank
West Virginia
$11.5M -$309K 1 0.64% Reduced
247
GC
Globeflex Capital
California
$11.5M -$94.5K 2 2.11% Reduced
248
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.1M +$31.5K 2 0.19% Increased
249
Robeco Schweiz
Robeco Schweiz
Switzerland
$11M +$4.54M 2 0.91% Increased
250
WIC
Willis Investment Counsel
Georgia
$10.8M +$3.25M 1 1.03% Increased