← 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
SCP
Sandhill Capital Partners
New York
$12.9M +$287K 1 4.03% Increased
227
Capital International Sarl
Capital International Sarl
California
$12.4M -$1.6M 1 1.05% Reduced
228
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$12.4M +$3.03M 1 1.65% Increased
229
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$12.4M -$299K 1 0.31% Reduced
230
WIC
Willis Investment Counsel
Georgia
$12.2M -$504K 1 1.04% Reduced
231
TPSF
Texas Permanent School Fund
Texas
$12M -$746K 3 0.16% Reduced
232
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$11.8M -$159K 2 0.04% Reduced
233
SEI Investments
SEI Investments
Pennsylvania
$11.8M -$182K 3 0.07% Reduced
234
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11.7M +$2.69M 4 0.15% Increased
235
Asset Management One
Asset Management One
Japan
$11.7M -$1.17M 3 0.18% Reduced
236
Granahan Investment Management
Granahan Investment Management
Massachusetts
$11.7M -$432K 1 0.43% Reduced
237
CC
Cipher Capital
New York
$11.7M +$6.82M 2 0.82% Increased
238
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$11.6M $0 1 0.05% Maintained
239
Arizona State Retirement System
Arizona State Retirement System
Arizona
$11.6M -$812K 3 0.16% Reduced
240
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$11.5M -$151K 5 0.15% Reduced
241
MTB
Mizuho Trust & Banking
Japan
$11.4M +$14.7K 1 0.03% Increased
242
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$11.3M -$1.61M 2 0.34% Reduced
243
ZA
Zweig Advisers
Connecticut
$11.2M +$10.9M 1 1.92% New
244
M&T Bank
M&T Bank
New York
$11.2M +$1.55M 2 0.08% Increased
245
Meyer Handelman Company
Meyer Handelman Company
New York
$11M -$270K 1 0.49% Reduced
246
KBC Group
KBC Group
Belgium
$11M +$621K 4 0.16% Increased
247
CCP
Clough Capital Partners
Massachusetts
$10.8M -$2.15M 1 0.58% Reduced
248
Churchill Management
Churchill Management
California
$10.7M +$1.8M 1 0.7% Increased
249
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$10.6M +$226K 1 0.68% Increased
250
CIM
Calvert Investment Management
Maryland
$10.6M +$1.79M 2 0.43% Increased