← 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	NAM Nichols Asset Management Sudbury, Massachusetts	$12.2M	-$94.3K	1	2.69%	Reduced
227	State of New Jersey Common Pension Fund D Trenton, New Jersey	$12.2M	$0	1	0.06%	Maintained
228	CCP Clough Capital Partners Boston, Massachusetts	$12.2M	+$11.4M	1	0.57%	New
229	JCM Jag Capital Management St Louis, Missouri	$12M	+$10.6M	1	2.46%	New
230	Zurich Cantonal Bank Zurich, Switzerland	$12M	-$330K	5	0.15%	Reduced
231	SGA Strategic Global Advisors Newport Beach, California	$11.8M	+$10.1M	1	5.03%	Increased
232	Meyer Handelman Company Rye Brook, New York	$11.8M	-$105K	1	0.55%	Reduced
233	MTB Mizuho Trust & Banking Tokyo, Japan	$11.6M	-$81.4K	1	0.04%	Reduced
234	Granahan Investment Management Waltham, Massachusetts	$11.3M	$0	1	0.41%	Maintained
235	Citigroup New York	$11.1M	+$3.29M	5	0.01%	Increased
236	State of Tennessee, Department of Treasury Nashville, Tennessee	$11M	+$3.55M	3	0.06%	Increased
237	CCMH Cornerstone Capital Management Holdings New York	$11M	-$463K	4	0.09%	Reduced
238	Axa Paris, France	$11M	+$2.19M	1	0.05%	Increased
239	RHJA Rice Hall James & Associates San Diego, California	$11M	+$9.21M	1	0.63%	New
240	Associated Banc-Corp Green Bay, Wisconsin	$10.9M	+$76.5K	1	0.72%	Increased
241	Natixis Advisors Boston, Massachusetts	$10.8M	+$3.8M	2	0.16%	Increased
242	TIP Torray Investment Partners Bethesda, Maryland	$10.8M	+$3.31K	1	0.56%	Increased
243	Gulf International Bank (UK) London, United Kingdom	$10.8M	$0	2	0.18%	Maintained
244	ACM Argent Capital Management St Louis, Missouri	$10.8M	+$9.49M	2	0.49%	New
245	Tudor Investment Corp Stamford, Connecticut	$10.7M	-$3.09M	1	0.27%	Reduced
246	Commerce Bank Kansas City, Missouri	$10.6M	+$8.38M	2	0.18%	Increased
247	KBC Group Brussels, Belgium	$10.5M	+$3.25M	4	0.17%	Increased
248	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$10.5M	+$5.35M	1	1.08%	Increased
249	M&T Bank Buffalo, New York	$10.2M	-$44.8K	2	0.07%	Reduced
250	Whale Rock Capital Management Boston, Massachusetts	$10.1M	-$1.46M	1	0.94%	Reduced