← 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	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$15.4M	-$64.6K	1	4.11%	Reduced
227	NIP Nicholas Investment Partners Rancho Santa Fe, California	$15.4M	-$3.53M	1	1.41%	Reduced
228	Parnassus Investments San Francisco, California	$15.3M	+$15.3M	1	0.06%	New
229	CMG Cavalry Management Group San Francisco, California	$15.3M	+$1.09M	1	2.45%	Increased
230	TIP Torray Investment Partners Bethesda, Maryland	$15.2M	-$4.97K	2	1.58%	Reduced
231	GGI Godsey & Gibb Inc Richmond, Virginia	$15.1M	+$651K	1	2.17%	Increased
232	PM Pembroke Management Montreal, Quebec, Canada	$15M	+$201K	1	1.59%	Increased
233	Nomura Asset Management Tokyo, Japan	$15M	-$1.4M	2	0.15%	Reduced
234	SCA Summit Creek Advisors Minneapolis, Minnesota	$14.9M	+$40.8K	1	2.51%	Increased
235	VanEck Associates New York	$14.9M	+$7.14M	2	0.07%	Increased
236	M&T Bank Buffalo, New York	$14.8M	-$788K	4	0.08%	Reduced
237	Capital Advisors Inc Tulsa, Oklahoma	$14.8M	+$10.9M	1	0.73%	Increased
238	Dana Investment Advisors Waukesha, Wisconsin	$14.8M	-$965K	1	0.73%	Reduced
239	Achmea Investment Management Zeist, Netherlands	$14.6M	+$14.3M	2	0.56%	New
240	IP Interval Partners New York	$14.4M	-$38.5M	1	0.57%	Reduced
241	Trillium Asset Management Boston, Massachusetts	$14.4M	-$454K	1	0.7%	Reduced
242	DZ Bank Frankfurt Am Main, Germany	$14.4M	+$9.32M	1	0.04%	Increased
243	Jefferies Group New York	$14.1M	+$9.02M	3	0.1%	Increased
244	Los Angeles Capital Management Los Angeles, California	$14.1M	+$764K	2	0.08%	Increased
245	MetLife Investment Management Whippany, New Jersey	$14.1M	-$9.22M	4	0.15%	Reduced
246	LPL Financial San Diego, California	$14M	+$911K	4	0.03%	Increased
247	GHCM Glen Harbor Capital Management San Diego, California	$13.9M	-$4.15M	4	0.29%	Reduced
248	State of Tennessee, Department of Treasury Nashville, Tennessee	$13.9M	-$15.3M	3	0.07%	Reduced
249	Manning & Napier Group Fairport, New York	$13.9M	+$2.05M	1	0.15%	Increased
250	Impax Asset Management Group London, United Kingdom	$13.8M	+$5.08M	1	0.18%	Increased