← 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	Capital International Sarl Los Angeles, California	$12.4M	-$1.41M	1	1.07%	Reduced
252	State of Michigan Retirement System Lansing, Michigan	$12.4M	+$26.6K	2	0.1%	Increased
253	Macquarie Group Sydney, NSW 2000, Australia	$12.4M	+$1.13M	2	0.02%	Increased
254	ACB Aristotle Capital Boston Boston, Massachusetts	$12.4M	-$434K	1	1.65%	Reduced
255	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$12.2M	+$1.16M	2	2.39%	Increased
256	AL AJO LP Philadelphia, Pennsylvania	$12.1M	-$45.2K	2	0.05%	Reduced
257	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$12M	+$90.2K	1	0.54%	Increased
258	Los Angeles Capital Management Los Angeles, California	$11.9M	-$2.28M	4	0.09%	Reduced
259	O'Shaughnessy Asset Management Stamford, Connecticut	$11.8M	+$149K	2	0.28%	Increased
260	CCMH Cornerstone Capital Management Holdings New York	$11.6M	-$906K	4	0.09%	Reduced
261	JCM Jag Capital Management St Louis, Missouri	$11.5M	-$30.4K	1	2.38%	Reduced
262	SG Americas Securities New York	$11.4M	+$2.24M	5	0.1%	Increased
263	QIM Quantitative Investment Management Charlottesville, Virginia	$11.3M	+$1.49M	2	0.17%	Increased
264	CMG Cavalry Management Group San Francisco, California	$11.2M	-$1.86M	1	4.56%	Reduced
265	Putnam Investments Boston, Massachusetts	$11.1M	-$1.22M	3	0.03%	Reduced
266	SCM SKBA Capital Management San Francisco, California	$11.1M	-$1.78M	1	1.48%	Reduced
267	Nisa Investment Advisors St. Louis, Missouri	$11.1M	+$345K	3	0.13%	Increased
268	Meag Munich Ergo Munich, Germany	$11.1M	+$5.15M	1	0.44%	Increased
269	SCA Summit Creek Advisors Minneapolis, Minnesota	$11M	-$6.47M	1	2.32%	Reduced
270	Fisher Asset Management Camas, Washington	$10.8M	+$3.88M	1	0.02%	Increased
271	SAM Steinberg Asset Management New York	$10.8M	-$1.59M	1	3.64%	Reduced
272	JP Morgan Private Wealth Advisors San Francisco, California	$10.7M	-$398K	2	0.08%	Reduced
273	Achmea Investment Management Zeist, Netherlands	$10.6M	+$10.1M	2	0.5%	New
274	Alpha Cubed Investments Irvine, California	$10.3M	+$3.33M	1	2.11%	Increased
275	HAM Hillcrest Asset Management Plano, Texas	$10.3M	+$701K	1	1.89%	Increased