← 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	Putnam Investments Boston, Massachusetts	$10.3M	-$1.54M	3	0.02%	Reduced
227	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.2M	-$64.5K	2	0.34%	Reduced
228	SCM Stevens Capital Management Radnor, Pennsylvania	$10.2M	+$1.23M	3	0.4%	Increased
229	State of New Jersey Common Pension Fund D Trenton, New Jersey	$10.1M	$0	1	0.04%	Maintained
230	Polar Asset Management Partners Toronto, Ontario, Canada	$10.1M	+$1.53M	1	0.53%	Increased
231	Meyer Handelman Company Rye Brook, New York	$9.93M	+$48.7K	1	0.47%	Increased
232	CCMH Cornerstone Capital Management Holdings New York	$9.77M	+$243K	4	0.08%	Increased
233	KG Killen Group Berwyn, Pennsylvania	$9.63M	-$926K	1	1%	Reduced
234	Capital International Inc Los Angeles, California	$9.3M	-$1.61M	1	0.82%	Reduced
235	Asset Management One Tokyo, Japan	$9.27M	-$2.47M	3	0.14%	Reduced
236	VanEck Associates New York	$9.21M	+$806K	2	0.07%	Increased
237	AIP ARS Investment Partners New York	$9.2M	-$610K	1	2.16%	Reduced
238	Gulf International Bank (UK) London, United Kingdom	$9.16M	+$184K	2	0.16%	Increased
239	Associated Banc-Corp Green Bay, Wisconsin	$9.01M	+$10.9K	1	0.59%	Increased
240	TIP Torray Investment Partners Bethesda, Maryland	$8.98M	+$52.8K	1	0.67%	Increased
241	LCP Lombardia Capital Partners Pasadena, California	$8.94M	$0	1	0.45%	Maintained
242	SEI Investments Oaks, Pennsylvania	$8.76M	+$5.38M	3	0.05%	Increased
243	SM Stratton Management King Of Prussia, Pennsylvania	$8.7M	-$3.22M	1	1.06%	Reduced
244	Cubist Systematic Strategies Stamford, Connecticut	$8.69M	+$4.68M	2	0.51%	Increased
245	Korea Investment Corp Seoul, South Korea	$8.69M	+$593K	2	0.06%	Increased
246	WesBanco Bank Wheeling, West Virginia	$8.68M	-$583K	1	0.51%	Reduced
247	M&T Bank Buffalo, New York	$8.6M	+$710K	2	0.06%	Increased
248	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$8.59M	-$1.65M	3	0.07%	Reduced
249	ARTA A.R.T. Advisors New York	$8.51M	-$2.18M	4	0.4%	Reduced
250	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$8.4M	+$7.8M	3	0.19%	Increased