← 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	Douglas Lane & Associates New York	$14.5M	-$5.74M	1	0.39%	Reduced
227	SAM Steinberg Asset Management New York	$14.5M	-$680K	1	3.9%	Reduced
228	SM Seminole Management New York	$14.4M	-$8.86M	1	2.47%	Reduced
229	State of Tennessee, Department of Treasury Nashville, Tennessee	$14.4M	+$4.05M	2	0.07%	Increased
230	Macquarie Group Sydney, NSW 2000, Australia	$14.4M	-$238K	2	0.03%	Reduced
231	Asset Management One Tokyo, Japan	$14.3M	+$1.3M	3	0.21%	Increased
232	Aberdeen Asset Management Aberdeen, United Kingdom	$14.3M	+$962K	2	0.05%	Increased
233	SCP Sandhill Capital Partners Buffalo, New York	$14.2M	-$12K	1	4.26%	Reduced
234	HI Honeywell International Charlotte, North Carolina	$14M	-$2.55M	1	0.49%	Reduced
235	Comerica Bank Dallas, Texas	$13.8M	-$1.3M	4	0.12%	Reduced
236	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$13.8M	+$152K	1	1.73%	Increased
237	BNP Paribas Financial Markets Paris, France	$13.4M	-$4.88M	5	0.06%	Reduced
238	CG Clinton Group New York	$13.4M	-$7.45M	2	0.63%	Reduced
239	FP Foundry Partners Minneapolis, Minnesota	$13.4M	+$2.98M	1	0.7%	Increased
240	BCM Barometer Capital Management Toronto, Ontario, Canada	$13.4M	+$13.1M	1	1.49%	New
241	United Capital Financial Advisors Irving, Texas	$13.3M	+$10.2M	2	0.13%	Increased
242	MTB Mizuho Trust & Banking Tokyo, Japan	$13.2M	+$53.3K	1	0.04%	Increased
243	Granahan Investment Management Waltham, Massachusetts	$13.2M	-$562K	1	0.43%	Reduced
244	SCM SKBA Capital Management San Francisco, California	$13.1M	-$8.11M	1	1.46%	Reduced
245	JIR James Investment Research Alpha, Ohio	$13M	+$12.8M	1	0.34%	New
246	WIC Willis Investment Counsel Gainesville, Georgia	$13M	-$440K	1	1.04%	Reduced
247	TPSF Texas Permanent School Fund Austin, Texas	$12.9M	-$552K	3	0.17%	Reduced
248	CCMH Cornerstone Capital Management Holdings New York	$12.9M	+$1.04M	4	0.1%	Increased
249	Viking Global Investors Stamford, Connecticut	$12.9M	+$12.7M	1	0.06%	New
250	State of New Jersey Common Pension Fund D Trenton, New Jersey	$12.8M	$0	1	0.06%	Maintained