← 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	Fred Alger Management New York	$15M	+$14.2M	3	0.07%	Increased
252	Eastern Bank Boston, Massachusetts	$14.7M	-$786K	1	1.03%	Reduced
253	Associated Banc-Corp Green Bay, Wisconsin	$14.6M	-$63.2K	1	0.83%	Reduced
254	FP Foundry Partners Minneapolis, Minnesota	$14.4M	-$29.8K	2	0.61%	Reduced
255	Achmea Investment Management Zeist, Netherlands	$14.4M	+$592K	2	0.49%	Increased
256	DekaBank Deutsche Girozentrale Frankfurt, Germany	$14.3M	-$334K	4	0.1%	Reduced
257	Laurion Capital Management New York	$14M	+$183K	3	0.11%	Increased
258	Gulf International Bank (UK) London, United Kingdom	$14M	-$110K	2	0.18%	Reduced
259	Hancock Whitney Gulfport, Mississippi	$13.9M	-$383K	1	0.63%	Reduced
260	SCM SKBA Capital Management San Francisco, California	$13.9M	+$49.2K	1	1.89%	Increased
261	UMB Bank Kansas City, Missouri	$13.9M	+$14.3M	1	0.45%	New
262	TIP Torray Investment Partners Bethesda, Maryland	$13.8M	+$7.96K	1	1.43%	Increased
263	TPSF Texas Permanent School Fund Austin, Texas	$13.7M	-$595K	3	0.18%	Reduced
264	Fjarde Ap-fonden Stockholm, Sweden	$13.7M	+$41.6K	2	0.21%	Increased
265	JIR James Investment Research Alpha, Ohio	$13.5M	-$4.17K	2	0.51%	Reduced
266	Nisa Investment Advisors St. Louis, Missouri	$13.3M	+$1.33M	3	0.14%	Increased
267	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$13.2M	+$13.5M	1	0.96%	New
268	WI WBI Investments Red Bank, New Jersey	$13.1M	-$9.49M	1	0.67%	Reduced
269	Tocqueville Asset Management New York	$13.1M	-$1.21M	2	0.17%	Reduced
270	MC Maplelane Capital New York	$13.1M	+$14.5M	1	0.34%	New
271	South Dakota Investment Council Sioux Falls, South Dakota	$13.1M	-$13.2K	1	0.3%	Reduced
272	Andra AP-fonden Goteborg, Sweden	$12.9M	+$6.19M	2	0.33%	Increased
273	SIC Schwartz Investment Counsel Plymouth, Michigan	$12.8M	+$3.28M	1	0.75%	Increased
274	SCA Summit Creek Advisors Minneapolis, Minnesota	$12.7M	+$1.19K	1	2.32%	Increased
275	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.7M	-$156K	3	0.15%	Reduced