← 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	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$13M	+$421K	1	0.57%	Increased
252	AHL Partners London, United Kingdom	$13M	-$8.19M	4	0.28%	Reduced
253	State of Michigan Retirement System Lansing, Michigan	$12.9M	-$34.3K	2	0.1%	Reduced
254	Alpha Cubed Investments Irvine, California	$12.9M	+$1.98M	1	2.21%	Increased
255	RHJA Rice Hall James & Associates San Diego, California	$12.8M	-$6.38M	1	0.56%	Reduced
256	Putnam Investments Boston, Massachusetts	$12.5M	+$1.34M	3	0.03%	Increased
257	SAM Steinberg Asset Management New York	$12.5M	+$2M	1	4.57%	Increased
258	Kornitzer Capital Management Shawnee Mission, Kansas	$12.5M	-$1.93M	1	0.22%	Reduced
259	DZ Bank Frankfurt Am Main, Germany	$12.4M	+$6.74M	4	0.06%	Increased
260	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$12.3M	-$390K	2	2.29%	Reduced
261	CCMH Cornerstone Capital Management Holdings New York	$12.2M	+$320K	4	0.1%	Increased
262	EBIM Eagle Boston Investment Management Boston, Massachusetts	$12.2M	-$1.55M	1	1.32%	Reduced
263	QIM Quantitative Investment Management Charlottesville, Virginia	$12.2M	+$808K	3	0.18%	Increased
264	KBC Group Brussels, Belgium	$12.1M	-$10.7M	4	0.12%	Reduced
265	ACB Aristotle Capital Boston Boston, Massachusetts	$12.1M	+$557K	1	1.36%	Increased
266	Fisher Asset Management Camas, Washington	$12M	+$2.04M	1	0.02%	Increased
267	BCM Barometer Capital Management Toronto, Ontario, Canada	$12M	-$6.18M	1	1.22%	Reduced
268	CC Carlson Capital Dallas, Texas	$11.9M	-$3.99M	1	0.17%	Reduced
269	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$11.9M	+$2.31M	2	0.04%	Increased
270	Nisa Investment Advisors St. Louis, Missouri	$11.4M	-$248K	3	0.13%	Reduced
271	HighTower Advisors Chicago, Illinois	$11.4M	+$1.79M	4	0.1%	Increased
272	CMG Cavalry Management Group San Francisco, California	$11.4M	-$307K	1	4.52%	Reduced
273	Fjarde Ap-fonden Stockholm, Sweden	$11.3M	+$1.75M	2	0.23%	Increased
274	State of New Jersey Common Pension Fund D Trenton, New Jersey	$11.3M	-$3.05M	1	0.05%	Reduced
275	SCA Summit Creek Advisors Minneapolis, Minnesota	$10.8M	-$786K	1	2.22%	Reduced