← 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
176	KG Killen Group Berwyn, Pennsylvania	$19.9M	+$739K	1	1.14%	Increased
177	TD Asset Management Toronto, Ontario, Canada	$19.6M	-$756K	2	0.04%	Reduced
178	Williams Jones & Associates New York	$18.9M	+$8.19M	1	0.91%	Increased
179	TPSF Texas Permanent School Fund Austin, Texas	$18.9M	-$1.13M	3	0.19%	Reduced
180	ACI AMP Capital Investors Sydney, Australia	$18.8M	+$1.01M	2	0.13%	Increased
181	CCI Columbus Circle Investors	$18.6M	+$510K	1	0.13%	Increased
182	1919 Investment Counsel Baltimore, Maryland	$18.4M	+$4.21M	1	0.38%	Increased
183	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$18.4M	+$1.42M	3	0.11%	Increased
184	IAM Impax Asset Management Portsmouth, New Hampshire	$18.4M	-$3.58M	1	1.17%	Reduced
185	Panagora Asset Management Boston, Massachusetts	$18.3M	+$1.12M	3	0.08%	Increased
186	TCW Group Los Angeles, California	$17.9M	+$42.7K	1	0.08%	Increased
187	Douglas C. Lane & Associates New York	$17.8M	+$217K	1	0.59%	Increased
188	I.G. Investment Management Winnipeg, Manitoba, Canada	$17.5M	-$2.03M	1	0.06%	Reduced
189	Northern Trust Company of Connecticut Stamford, Connecticut	$17.5M	-$4.7M	3	0.11%	Reduced
190	Arizona State Retirement System Phoenix, Arizona	$17.2M	-$665K	3	0.21%	Reduced
191	IIA IPG Investment Advisors San Diego, California	$16.8M	+$17.4M	1	8.97%	New
192	AIP ARS Investment Partners New York	$16.7M	-$1.38M	1	2.81%	Reduced
193	LCP Lombardia Capital Partners Pasadena, California	$16.6M	+$779K	1	0.47%	Increased
194	CF Cypress Funds Los Angeles, California	$16.6M	$0	1	4.67%	Maintained
195	DSI Daiwa SB Investments Tokyo, Japan	$16.4M	-$215K	1	1.84%	Reduced
196	SPC Standard Pacific Capital San Francisco, California	$16.4M	-$6.56M	1	2.85%	Reduced
197	Suntrust Banks Atlanta, Georgia	$16.4M	+$642K	3	0.06%	Increased
198	SG Americas Securities New York	$16.3M	-$424K	3	0.07%	Reduced
199	AIM Avity Investment Management Greenwich, Connecticut	$16.2M	+$16.7K	1	3.1%	Increased
200	TC Towle & Co Denver, Colorado	$16M	+$5.19M	1	3.06%	Increased