← 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
251	NAM Nichols Asset Management Sudbury, Massachusetts	$11M	+$638K	1	1.93%	Increased
252	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11M	-$756K	2	0.33%	Reduced
253	Nisa Investment Advisors St. Louis, Missouri	$10.9M	+$92.6K	2	0.15%	Increased
254	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.8M	+$432K	1	1.33%	Increased
255	CIM Calvert Investment Management Bethesda, Maryland	$10.8M	+$1.1M	1	0.7%	Increased
256	IP Interval Partners New York	$10.6M	-$6.71M	1	1.32%	Reduced
257	Wasatch Advisors Salt Lake City, Utah	$10.5M	-$1.98M	1	0.11%	Reduced
258	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$10.4M	-$2.46M	1	0.18%	Reduced
259	GCM Grisanti Capital Management New York	$10.4M	-$16K	1	3.88%	Reduced
260	Zurich Cantonal Bank Zurich, Switzerland	$10.1M	+$1.4M	5	0.14%	Increased
261	SCCM Schafer Cullen Capital Management New York	$10M	+$5.12M	1	0.1%	Increased
262	Advisors Capital Management Ridgewood, New Jersey	$9.96M	+$935K	2	1.11%	Increased
263	Baird Milwaukee, Wisconsin	$9.95M	+$75.1K	2	0.1%	Increased
264	Envestnet Asset Management Chicago, Illinois	$9.82M	+$8.71M	3	0.05%	Increased
265	CCMH Cornerstone Capital Management Holdings New York	$9.55M	-$211K	4	0.09%	Reduced
266	SAM Scopus Asset Management New York	$9.51M	-$8.47M	1	0.19%	Reduced
267	TCW Group Los Angeles, California	$9.37M	+$343K	1	0.05%	Increased
268	SCM Simcoe Capital Management New York	$9.35M	+$1M	1	6.74%	Increased
269	Fjarde Ap-fonden Stockholm, Sweden	$9.34M	-$624K	2	0.21%	Reduced
270	UBS O'Connor Chicago, Illinois	$9.23M	-$1.1M	1	0.09%	Reduced
271	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$9.16M	-$166K	1	1.1%	Reduced
272	Winton Group London, United Kingdom	$9.1M	-$6.73M	1	0.07%	Reduced
273	Regions Financial Corp Birmingham, Alabama	$9.1M	-$3.61M	1	0.12%	Reduced
274	VanEck Associates New York	$9.02M	+$101K	2	0.05%	Increased
275	SW SVB Wealth Boston, Massachusetts	$8.95M	-$2.36M	1	0.29%	Reduced