← 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
Putnam Investments
Putnam Investments
Massachusetts
$12.6M -$6.8M 3 0.03% Reduced
252
Capital International Sarl
Capital International Sarl
California
$12.4M -$1.14M 1 1.05% Reduced
253
GAI
General American Investors
New York
$12.4M -$1.94M 1 1.27% Reduced
254
IIA
IPG Investment Advisors
California
$12.1M +$649K 1 5.09% Increased
255
Arizona State Retirement System
Arizona State Retirement System
Arizona
$12M -$996K 3 0.18% Reduced
256
Meyer Handelman Company
Meyer Handelman Company
New York
$12M -$158K 1 0.54% Reduced
257
JCM
Jag Capital Management
Missouri
$11.9M -$242K 1 2.33% Reduced
258
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$11.8M +$104K 1 0.75% Increased
259
UIC
Uniplan Investment Counsel
Wisconsin
$11.7M +$625K 1 0.53% Increased
260
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$11.6M +$1.08M 2 0.09% Increased
261
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.5M -$12.9K 2 0.19% Reduced
262
ACM
Argent Capital Management
Missouri
$11.4M -$94.4K 2 0.49% Reduced
263
CIM
Calvert Investment Management
Maryland
$11.4M -$285K 2 0.42% Reduced
264
TIP
Torray Investment Partners
Maryland
$11.4M +$2.59K 1 1.25% Increased
265
AL
Airain Ltd
Guernsey
$11.1M +$3.09M 3 0.66% Increased
266
M&T Bank
M&T Bank
New York
$11.1M -$1.3M 2 0.07% Reduced
267
Eaton Vance Management
Eaton Vance Management
Massachusetts
$11M -$16.4K 3 0.03% Reduced
268
EBIM
Eagle Boston Investment Management
Massachusetts
$10.9M +$77.4K 1 1.4% Increased
269
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$10.5M +$1.04M 2 0.1% Increased
270
Castleark Management
Castleark Management
Illinois
$10.2M +$84.2K 1 0.31% Increased
271
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$10.1M -$2.7M 3 0.13% Reduced
272
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$10M -$8.32M 1 0.09% Reduced
273
Citigroup
Citigroup
New York
$9.79M -$5.73M 5 0.01% Reduced
274
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.78M -$2.68M 2 0.21% Reduced
275
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$9.77M +$3.07M 1 0.42% Increased