← 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	CCMH Cornerstone Capital Management Holdings New York	$10.6M	-$42.1K	4	0.09%	Reduced
252	ACM Argent Capital Management St Louis, Missouri	$10.5M	+$190K	2	0.47%	Increased
253	TIP Torray Investment Partners Bethesda, Maryland	$10.3M	+$13.8K	1	0.78%	Increased
254	Gulf International Bank (UK) London, United Kingdom	$10.3M	$0	2	0.17%	Maintained
255	JCM Jag Capital Management St Louis, Missouri	$10.1M	-$434K	1	2.18%	Reduced
256	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$10M	-$2.15M	1	0.45%	Reduced
257	IIA IPG Investment Advisors San Diego, California	$9.9M	-$6.6M	1	4.09%	Reduced
258	Eaton Vance Management Boston, Massachusetts	$9.78M	+$1.9M	3	0.03%	Increased
259	EA Euclid Advisors Hartford, Connecticut	$9.59M	+$8.29M	1	0.42%	Increased
260	State of Michigan Retirement System Lansing, Michigan	$9.5M	+$67.6K	1	0.07%	Increased
261	FP Foundry Partners Minneapolis, Minnesota	$9.4M	+$9.66M	1	0.53%	New
262	State of Tennessee, Department of Treasury Nashville, Tennessee	$9.32M	-$1.6M	3	0.05%	Reduced
263	Envestnet Asset Management Chicago, Illinois	$9.12M	+$522K	4	0.04%	Increased
264	OAM Oxford Asset Management Oxford, United Kingdom	$8.87M	-$5.63M	1	0.29%	Reduced
265	EBIM Eagle Boston Investment Management Boston, Massachusetts	$8.67M	+$211K	1	1.18%	Increased
266	JP Morgan Private Wealth Advisors San Francisco, California	$8.62M	+$3.87M	2	0.08%	Increased
267	Castleark Management Chicago, Illinois	$8.6M	+$412K	1	0.27%	Increased
268	Cohen & Steers New York	$8.53M	+$30.7K	1	0.02%	Increased
269	VanEck Associates New York	$8.35M	-$795K	1	0.04%	Reduced
270	Fjarde Ap-fonden Stockholm, Sweden	$8.28M	-$169K	2	0.19%	Reduced
271	WBC Westpac Banking Corp Sydney, Australia	$8.26M	+$1.23M	2	0.09%	Increased
272	Brandes Investment Partners La Jolla, California	$8.19M	-$1.24M	1	0.13%	Reduced
273	Nisa Investment Advisors St. Louis, Missouri	$8.1M	+$239K	3	0.11%	Increased
274	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$8.04M	+$755K	3	0.09%	Increased
275	HBK Investments Dallas, Texas	$8M	+$1.27M	3	0.06%	Increased