← 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
Arizona State Retirement System
Arizona State Retirement System
Arizona
$21.5M +$44K 5 0.21% Increased
227
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$21.4M +$23.6M 2 1.08% New
228
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$21.4M +$1.55M 1 0.35% Increased
229
MetLife Investment Management
MetLife Investment Management
New Jersey
$21.2M -$198K 5 0.16% Reduced
230
PM
Pembroke Management
Quebec, Canada
$21.1M +$3.59M 1 2.18% Increased
231
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$20.9M +$229K 5 0.18% Increased
232
WhitTier Trust Company
WhitTier Trust Company
Nevada
$20.8M +$1.55M 3 0.86% Increased
233
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$20.7M -$4.16M 8 0.01% Reduced
234
Mercer Global Advisors
Mercer Global Advisors
Colorado
$20.7M +$2.35M 3 0.13% Increased
235
Storebrand Asset Management
Storebrand Asset Management
Norway
$20.1M +$3.61M 2 0.11% Increased
236
DAM
Delta Asset Management
Tennessee
$19.7M -$135K 1 2.22% Reduced
237
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$19.5M -$972K 1 0.49% Reduced
238
Amalgamated Bank
Amalgamated Bank
New York
$19.4M -$1.7M 6 0.18% Reduced
239
Parnassus Investments
Parnassus Investments
California
$19.3M $0 1 0.05% Maintained
240
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$19.2M -$29.2M 3 0.09% Reduced
241
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19.2M -$502K 6 0.05% Reduced
242
AJ
Ashburton (Jersey)
Jersey
$19.1M -$256K 1 9.38% Reduced
243
Eastern Bank
Eastern Bank
Massachusetts
$19M -$212K 1 1.01% Reduced
244
Meyer Handelman Company
Meyer Handelman Company
New York
$19M -$69.9K 1 0.81% Reduced
245
Curi RMB Capital
Curi RMB Capital
Illinois
$18.7M -$233K 1 0.64% Reduced
246
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$18.6M +$1.62M 2 0.13% Increased
247
GAI
General American Investors
New York
$18.4M $0 1 1.85% Maintained
248
KHCM
Kettle Hill Capital Management
New York
$18.4M +$7.94M 1 4.63% Increased
249
CT
Cambridge Trust
Massachusetts
$18.4M +$4.09M 1 0.8% Increased
250
Swiss Life Asset Management
Swiss Life Asset Management
$18.3M -$3.28M 3 0.3% Reduced