← 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	TPSF Texas Permanent School Fund Austin, Texas	$14.2M	-$651K	3	0.18%	Reduced
252	Hancock Whitney Gulfport, Mississippi	$14.2M	-$368K	1	0.59%	Reduced
253	Fjarde Ap-fonden Stockholm, Sweden	$13.9M	+$2M	2	0.21%	Increased
254	Achmea Investment Management Zeist, Netherlands	$13.8M	+$4.89M	2	0.47%	Increased
255	DekaBank Deutsche Girozentrale Frankfurt, Germany	$13.7M	$0	4	0.11%	Maintained
256	SCM SKBA Capital Management San Francisco, California	$13.7M	+$536K	1	1.91%	Increased
257	TIP Torray Investment Partners Bethesda, Maryland	$13.6M	-$418K	1	1.35%	Reduced
258	ACB Aristotle Capital Boston Boston, Massachusetts	$13.6M	-$1.58M	1	0.99%	Reduced
259	JIR James Investment Research Alpha, Ohio	$13.5M	-$805K	3	0.46%	Reduced
260	Robeco Schweiz Zurich, Switzerland	$13.4M	$0	2	0.89%	Maintained
261	QS Investors New York	$13.2M	+$1.78M	3	0.12%	Increased
262	Emerald Advisers Leola, Pennsylvania	$13.2M	-$82.4K	1	0.51%	Reduced
263	Meyer Handelman Company Rye Brook, New York	$13.1M	-$412K	1	0.63%	Reduced
264	PP PDT Partners New York	$13.1M	+$1.92M	2	0.38%	Increased
265	CC Carlson Capital Dallas, Texas	$13.1M	-$294K	1	0.22%	Reduced
266	Fisher Asset Management Camas, Washington	$13M	+$1.19M	1	0.02%	Increased
267	South Dakota Investment Council Sioux Falls, South Dakota	$12.9M	-$2.38M	1	0.29%	Reduced
268	PM Pembroke Management Montreal, Quebec, Canada	$12.8M	+$1.85M	1	1.31%	Increased
269	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.7M	+$592K	3	0.15%	Increased
270	LPL Financial San Diego, California	$12.7M	+$2.36M	4	0.04%	Increased
271	Kornitzer Capital Management Shawnee Mission, Kansas	$12.6M	-$2.03M	1	0.21%	Reduced
272	SCA Summit Creek Advisors Minneapolis, Minnesota	$12.4M	-$95.8K	1	2.32%	Reduced
273	GH GAM Holding Zurich, Switzerland	$12.3M	+$8.96M	3	0.38%	Increased
274	HighTower Advisors Chicago, Illinois	$12.2M	+$860K	3	0.1%	Increased
275	RHJA Rice Hall James & Associates San Diego, California	$12M	-$841K	1	0.47%	Reduced