← 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	State of Michigan Retirement System Lansing, Michigan	$8.24M	-$3.28M	1	0.06%	Reduced
252	CCM Cadence Capital Management Boston, Massachusetts	$8.22M	+$2.89M	1	0.55%	Increased
253	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$8.19M	-$24.7K	1	1.13%	Reduced
254	PC Pier Capital Stamford, Connecticut	$8.17M	-$159K	1	1.41%	Reduced
255	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.79M	-$498K	3	0.1%	Reduced
256	PP Prospector Partners Guilford, Connecticut	$7.79M	+$2.46M	1	1.39%	Increased
257	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$7.53M	+$316K	1	1.17%	Increased
258	Employees Retirement System of Texas Austin, Texas	$7.48M	-$4.93M	2	0.1%	Reduced
259	HBK Investments Dallas, Texas	$7.41M	+$3.13M	4	0.07%	Increased
260	CAM Cortina Asset Management Milwaukee, Wisconsin	$7.4M	-$965K	1	0.33%	Reduced
261	Williams Jones & Associates New York	$7.32M	+$579K	1	0.34%	Increased
262	RCM Riverhead Capital Management Wilmington, Delaware	$7.31M	+$1.42M	3	0.11%	Increased
263	Axa Paris, France	$7.08M	-$20.8M	2	0.03%	Reduced
264	Baird Financial Group Milwaukee, Wisconsin	$7.08M	-$18.8M	1	0.07%	Reduced
265	NAM NorthCoast Asset Management Greenwich, Connecticut	$7.08M	+$7.08M	1	0.46%	New
266	CIM Calvert Investment Management Bethesda, Maryland	$7.06M	-$1.41M	2	0.32%	Reduced
267	Eaton Vance Management Boston, Massachusetts	$6.99M	-$17.4M	3	0.02%	Reduced
268	Brandes Investment Partners La Jolla, California	$6.97M	-$5.63M	1	0.1%	Reduced
269	MCM McRae Capital Management Morristown, New Jersey	$6.88M	+$47.4K	1	3.3%	Increased
270	BIC Bridges Investment Counsel Omaha, Nebraska	$6.79M	$0	1	1.18%	Maintained
271	Fjarde Ap-fonden Stockholm, Sweden	$6.75M	+$249K	2	0.18%	Increased
272	Nisa Investment Advisors St. Louis, Missouri	$6.7M	-$2.72M	2	0.1%	Reduced
273	CC Cipher Capital New York	$6.56M	+$3.67M	2	0.93%	Increased
274	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$6.54M	-$2.03M	1	0.93%	Reduced
275	Citigroup New York	$6.45M	-$6.84M	5	0.01%	Reduced