← 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	TIP Torray Investment Partners Bethesda, Maryland	$11.6M	+$26.9K	1	1.24%	Increased
252	WM WS Management Jacksonville, Florida	$11.5M	-$17.1M	1	0.46%	Reduced
253	Eaton Vance Management Boston, Massachusetts	$11.3M	+$75.5K	4	0.03%	Increased
254	State of Tennessee, Department of Treasury Nashville, Tennessee	$11.2M	-$3.63M	2	0.06%	Reduced
255	State of Michigan Retirement System Lansing, Michigan	$11.1M	-$713K	2	0.09%	Reduced
256	CCMH Cornerstone Capital Management Holdings New York	$11.1M	-$2.16M	4	0.09%	Reduced
257	BB&T Securities Richmond, Virginia	$11M	+$2.27M	3	0.16%	Increased
258	CCI Columbus Circle Investors	$11M	-$17.3M	2	0.14%	Reduced
259	Ferguson Wellman Capital Management Portland, Oregon	$10.8M	+$813K	1	0.44%	Increased
260	Anchor Capital Advisors Boston, Massachusetts	$10.8M	+$1.35M	1	0.41%	Increased
261	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$10.7M	-$1.15M	1	0.49%	Reduced
262	SAM Steinberg Asset Management New York	$10.7M	-$4.51M	1	4.07%	Reduced
263	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$10.6M	+$218K	3	0.14%	Increased
264	Castleark Management Chicago, Illinois	$10.5M	+$106K	1	0.34%	Increased
265	CIM Calvert Investment Management Bethesda, Maryland	$10.5M	-$1.18M	2	0.39%	Reduced
266	IIA IPG Investment Advisors San Diego, California	$10.4M	-$2.37M	1	4.22%	Reduced
267	Putnam Investments Boston, Massachusetts	$10.3M	-$3.69M	3	0.02%	Reduced
268	ACB Aristotle Capital Boston Boston, Massachusetts	$10.2M	+$1.65M	1	1.4%	Increased
269	AL AJO LP Philadelphia, Pennsylvania	$10.2M	-$9.11M	2	0.04%	Reduced
270	JP Morgan Private Wealth Advisors San Francisco, California	$10.1M	-$709K	2	0.09%	Reduced
271	Macquarie Group Sydney, NSW 2000, Australia	$9.93M	-$4.71M	2	0.02%	Reduced
272	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$9.85M	+$1.81M	2	2.49%	Increased
273	WBC Westpac Banking Corp Sydney, Australia	$9.83M	+$797K	3	0.09%	Increased
274	Nisa Investment Advisors St. Louis, Missouri	$9.61M	+$231K	3	0.12%	Increased
275	DekaBank Deutsche Girozentrale Frankfurt, Germany	$9.6M	+$2.22M	3	0.1%	Increased