← 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	Commonwealth Equity Services Waltham, Massachusetts	$31M	-$561K	6	0.06%	Reduced
252	CCM Cinctive Capital Management New York	$30.9M	+$12.2M	1	1.03%	Increased
253	Ferguson Wellman Capital Management Portland, Oregon	$30.5M	+$1.74M	1	0.72%	Increased
254	MetLife Investment Management Whippany, New Jersey	$30.3M	-$257K	5	0.22%	Reduced
255	State of Tennessee, Department of Treasury Nashville, Tennessee	$30.3M	-$35.9M	3	0.13%	Reduced
256	Amalgamated Bank New York	$29.9M	+$101K	7	0.24%	Increased
257	Two Sigma Investments New York	$29.9M	-$30.6M	5	0.08%	Reduced
258	EULAV Asset Management Sarasota, Florida	$29.9M	+$7.13K	1	1.11%	Increased
259	WhitTier Trust Company Reno, Nevada	$29.4M	-$1.93M	3	1%	Reduced
260	Perpetual Ltd Sydney, New South Wales, Australia	$29.3M	-$3.84M	2	0.25%	Reduced
261	State of Michigan Retirement System Lansing, Michigan	$29.1M	+$195K	2	0.18%	Increased
262	Tocqueville Asset Management New York	$28.4M	-$889K	2	0.51%	Reduced
263	AIP ARS Investment Partners New York	$28.3M	-$731K	2	3.3%	Reduced
264	PR Payden & Rygel Los Angeles, California	$28.2M	+$545K	1	2%	Increased
265	Curi RMB Capital Chicago, Illinois	$28M	-$88.8K	1	0.92%	Reduced
266	Zevenbergen Capital Investments Edmonds, Washington	$27.9M	+$930K	1	0.66%	Increased
267	Jupiter Asset Management London, United Kingdom	$27.7M	-$11.4M	1	0.3%	Reduced
268	Meyer Handelman Company Rye Brook, New York	$27.4M	-$670K	1	1.11%	Reduced
269	Associated Banc-Corp Green Bay, Wisconsin	$27.3M	-$958K	1	1.03%	Reduced
270	Eastern Bank Boston, Massachusetts	$26.7M	-$130K	1	1.27%	Reduced
271	BCM Bornite Capital Management New York	$26.1M	+$440K	1	5.05%	Increased
272	Public Employees Retirement Association of Colorado Denver, Colorado	$26.1M	-$11.2M	4	0.12%	Reduced
273	TPSF Texas Permanent School Fund Austin, Texas	$25.6M	+$83.7K	3	0.24%	Increased
274	State of Alaska Department of Revenue Juneau, Alaska	$25.6M	+$194K	3	0.3%	Increased
275	CHAM Clear Harbor Asset Management Stamford, Connecticut	$25.1M	+$174K	2	2.46%	Increased