← 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	SCM Stevens Capital Management Radnor, Pennsylvania	$16.6M	+$5.27M	2	0.59%	Increased
227	Royal London Asset Management United Kingdom	$16.5M	+$17.2M	2	0.17%	New
228	Alpha Cubed Investments Irvine, California	$16.1M	+$1.31M	1	2.07%	Increased
229	FP Foundry Partners Minneapolis, Minnesota	$16M	+$2.11M	2	0.66%	Increased
230	United Capital Financial Advisors Irving, Texas	$16M	+$181K	2	0.12%	Increased
231	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$15.9M	+$3.37M	2	0.08%	Increased
232	Gabelli Funds Rye, New York	$15.9M	-$1.41M	1	0.09%	Reduced
233	DA Denali Advisors San Diego, California	$15.8M	+$1.4M	1	2.38%	Increased
234	QS Investors New York	$15.8M	-$2.36M	3	0.16%	Reduced
235	BB&T Securities Richmond, Virginia	$15.7M	-$92.6K	3	0.17%	Reduced
236	Encompass Capital Advisors New York	$15.5M	+$9.68M	1	1.42%	Increased
237	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.4M	+$331K	1	1.57%	Increased
238	Becker Capital Management Portland, Oregon	$15.3M	+$16.1M	1	0.51%	New
239	DF Donoghue Forlines Boston, Massachusetts	$15.2M	-$897K	1	1.26%	Reduced
240	TU TDAM USA Toronto, Ontario, Canada	$14.8M	+$727K	1	0.94%	Increased
241	Treasurer of the State of North Carolina Raleigh, North Carolina	$14.7M	+$9.81M	2	0.15%	Increased
242	CHAM Clear Harbor Asset Management Stamford, Connecticut	$14.6M	-$165K	1	2.73%	Reduced
243	MC Maplelane Capital New York	$14.6M	+$3.46M	1	0.31%	Increased
244	Suntrust Banks Atlanta, Georgia	$14.5M	-$891K	3	0.08%	Reduced
245	WIC Willis Investment Counsel Gainesville, Georgia	$14.5M	-$2.5M	1	1.06%	Reduced
246	IP Interval Partners New York	$14.4M	-$20.7M	1	0.53%	Reduced
247	LPU Lansdowne Partners (UK) London, United Kingdom	$14.3M	+$8.05M	1	0.14%	Increased
248	Andra AP-fonden Goteborg, Sweden	$13.9M	+$2.32M	2	0.38%	Increased
249	Eastern Bank Boston, Massachusetts	$13.8M	+$141K	1	0.95%	Increased
250	Associated Banc-Corp Green Bay, Wisconsin	$13.7M	+$58.9K	1	0.8%	Increased