← 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
276	AC AFAM Capital Austin, Texas	$9.28M	+$93.9K	1	1.25%	Increased
277	GWM Greenwich Wealth Management Greenwich, Connecticut	$9.24M	$0	1	0.64%	Maintained
278	MCM McRae Capital Management Morristown, New Jersey	$9.22M	-$284K	1	4.66%	Reduced
279	ORIO Old Republic International (ORI) Chicago, Illinois	$9.16M	$0	1	0.97%	Maintained
280	IRF IBM Retirement Fund Armonk, New York	$9.15M	-$4.93M	1	0.18%	Reduced
281	Andra AP-fonden Goteborg, Sweden	$9.1M	+$2.07M	2	0.21%	Increased
282	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$9.08M	+$9.67M	1	0.11%	New
283	GC Gratry & Company Beachwood, Ohio	$9.05M	-$325K	1	3.26%	Reduced
284	Nomura Holdings Tokyo, Japan	$9.02M	-$3.2M	4	0%	Reduced
285	Raymond James & Associates St Petersburg, Florida	$9M	-$333K	3	0.06%	Reduced
286	GIP Granite Investment Partners El Segundo, California	$8.97M	-$126K	1	1.4%	Reduced
287	BOK Financial Tulsa, Oklahoma	$8.96M	+$761K	1	0.3%	Increased
288	Mackenzie Financial Toronto Ontario, Ontario, Canada	$8.76M	-$352K	2	0.04%	Reduced
289	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.64M	+$1.39M	3	0.13%	Increased
290	RCM Riverhead Capital Management Wilmington, Delaware	$8.61M	+$1.05M	1	0.19%	Increased
291	Mitsubishi UFJ Asset Management Tokyo, Japan	$8.61M	+$991K	3	0.23%	Increased
292	CCM Cadence Capital Management Boston, Massachusetts	$8.5M	-$1.48M	1	0.36%	Reduced
293	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.33M	-$617K	1	1.2%	Reduced
294	HFS Haverford Financial Services Radnor, Pennsylvania	$8.23M	-$1.68M	1	3.76%	Reduced
295	GCM Grisanti Capital Management New York	$8.22M	+$8.07M	1	3.58%	New
296	Two Sigma Advisers New York	$8.22M	+$3.99M	3	0.07%	Increased
297	Bank of Montreal Toronto, Ontario, Canada	$8.17M	-$3.29M	4	0.01%	Reduced
298	KCA KR Capital Advisors New York	$8.13M	-$5.94M	1	1.89%	Reduced
299	State of Tennessee, Department of Treasury Nashville, Tennessee	$8.09M	-$1.32M	3	0.05%	Reduced
300	Aperio Group Sausalito, California	$8.04M	+$7.87M	3	0.11%	New