← 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
STCG
Speece Thorson Capital Group
Minnesota
$10.4M -$34.8K 1 2.58% Reduced
227
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$10.3M -$144K 2 0.04% Reduced
228
Creative Planning
Creative Planning
Kansas
$10.2M +$71.8K 4 0.09% Increased
229
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$10.1M +$2.41M 2 0.34% Increased
230
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$10M $0 1 0.04% Maintained
231
NAM
Nichols Asset Management
Massachusetts
$9.92M -$834K 1 2.22% Reduced
232
KG
Killen Group
Pennsylvania
$9.83M -$5.06M 1 0.92% Reduced
233
Meyer Handelman Company
Meyer Handelman Company
New York
$9.74M -$59K 1 0.49% Reduced
234
MTB
Mizuho Trust & Banking
Japan
$9.68M +$17.8K 1 0.03% Increased
235
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.56M -$3.41M 3 0.09% Reduced
236
Aperio Group
Aperio Group
California
$9.45M -$868K 4 0.1% Reduced
237
Hermes Investment Management
Hermes Investment Management
United Kingdom
$9.43M -$7.34M 1 0.24% Reduced
238
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$9.41M +$9.11M 1 0.93% New
239
CCMH
Cornerstone Capital Management Holdings
New York
$9.25M +$2.01M 4 0.09% Increased
240
AIP
ARS Investment Partners
New York
$9.22M -$3.25M 1 2.11% Reduced
241
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$9.22M +$1M 2 0.14% Increased
242
WesBanco Bank
WesBanco Bank
West Virginia
$9.1M +$404K 1 0.55% Increased
243
KBC Group
KBC Group
Belgium
$8.91M -$12.1M 4 0.18% Reduced
244
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$8.87M +$37.2K 1 0.62% Increased
245
LCP
Lombardia Capital Partners
California
$8.81M $0 1 0.42% Maintained
246
TIP
Torray Investment Partners
Maryland
$8.81M +$33.1K 1 0.65% Increased
247
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$8.8M +$4.53M 2 1.53% Increased
248
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$8.77M $0 2 0.16% Maintained
249
SCM
Stevens Capital Management
Pennsylvania
$8.69M -$6.79M 3 0.4% Reduced
250
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$8.63M +$374K 5 0.12% Increased