← 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
201	Adams Diversified Equity Fund Baltimore, Maryland	$13.5M	+$12.9M	1	1.07%	New
202	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$13.4M	+$13M	3	0.1%	New
203	SCM Suffolk Capital Management New York	$13.4M	+$12.9M	2	1.93%	New
204	SM Stratton Management King Of Prussia, Pennsylvania	$13.2M	+$12.6M	1	0.76%	New
205	TIP Torray Investment Partners Bethesda, Maryland	$12.8M	+$12.3M	1	2.79%	New
206	Cullen/Frost Bankers San Antonio, Texas	$12.8M	+$12.2M	1	0.67%	New
207	F.L. Putnam Investment Management Lynnfield, Massachusetts	$12.7M	+$12.2M	1	1.82%	New
208	CCI Columbus Circle Investors	$12.7M	+$12.5M	1	0.1%	New
209	KCA KR Capital Advisors New York	$12.7M	+$12.1M	1	2.3%	New
210	State of Michigan Retirement System Lansing, Michigan	$12.6M	+$12.1M	1	0.12%	New
211	Braun Stacey Associates New York	$12.6M	+$12M	1	0.79%	New
212	AIG American International Group New York	$12.6M	+$12.1M	5	0.08%	New
213	Fifth Third Bancorp Cincinnati, Ohio	$12.4M	+$11.9M	2	0.13%	New
214	Meyer Handelman Company Rye Brook, New York	$12.4M	+$11.9M	1	0.68%	New
215	Williams Jones & Associates New York	$12.4M	+$11.8M	1	0.62%	New
216	Nisa Investment Advisors St. Louis, Missouri	$12.2M	+$11.7M	2	0.19%	New
217	PP Palladium Partners Norfolk, Virginia	$12.1M	+$11.6M	1	1.28%	New
218	LCP Lombardia Capital Partners Pasadena, California	$12.1M	+$11.6M	1	0.41%	New
219	ERM Elm Ridge Management Briarcliff Manor, New York	$12.1M	+$11.2M	1	1.42%	New
220	RG Renaissance Group Covington, Kentucky	$12M	+$11.2M	1	0.55%	New
221	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$12M	+$11.5M	1	3.51%	New
222	Placemark Investments Chicago, Illinois	$12M	+$11.4M	2	0.26%	New
223	Stifel Nicolaus & Co St Louis, Missouri	$12M	+$11.4M	3	0.22%	New
224	Weiss Multi-Strategy Advisers New York	$11.7M	+$11.2M	2	0.34%	New
225	Suntrust Banks Atlanta, Georgia	$11.7M	+$11.3M	3	0.05%	New