← 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	SG Americas Securities New York	$15.2M	-$136K	5	0.06%	Reduced
202	DSI Daiwa SB Investments Tokyo, Japan	$15.1M	-$1.8M	1	1.72%	Reduced
203	CF Cypress Funds Los Angeles, California	$15M	+$14.6M	1	5.04%	New
204	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$14.9M	+$645K	3	0.09%	Increased
205	Guardian Capital (Canada) Toronto, Ontario, Canada	$14.8M	+$2.72M	1	0.24%	Increased
206	AIM Avity Investment Management Greenwich, Connecticut	$14.7M	+$3.25M	1	3.04%	Increased
207	KG Killen Group Berwyn, Pennsylvania	$14.6M	+$630K	1	0.87%	Increased
208	SM Stratton Management King Of Prussia, Pennsylvania	$14.4M	+$626K	1	0.75%	Increased
209	LCP Lombardia Capital Partners Pasadena, California	$14.3M	+$1.56M	1	0.46%	Increased
210	MSA Mason Street Advisors Milwaukee, Wisconsin	$14.2M	+$9.48M	3	0.16%	Increased
211	Adams Diversified Equity Fund Baltimore, Maryland	$14.1M	$0	1	1.08%	Maintained
212	Suntrust Banks Atlanta, Georgia	$14M	+$1.78M	3	0.05%	Increased
213	KCA KR Capital Advisors New York	$13.9M	+$651K	1	2.29%	Increased
214	Placemark Investments Chicago, Illinois	$13.8M	+$1.02M	2	0.26%	Increased
215	RG Renaissance Group Covington, Kentucky	$13.7M	-$399K	1	0.58%	Reduced
216	STB S&T Bank Indiana, Pennsylvania	$13.6M	+$136K	1	2.12%	Increased
217	CCM Cupps Capital Management Chicago, Illinois	$13.5M	+$8.57M	2	0.88%	Increased
218	Asset Management One Tokyo, Japan	$13.5M	-$1.6M	2	0.2%	Reduced
219	IRF IBM Retirement Fund Armonk, New York	$13.5M	-$1.91M	1	0.18%	Reduced
220	TIP Torray Investment Partners Bethesda, Maryland	$13.4M	$0	1	2.89%	Maintained
221	State of Michigan Retirement System Lansing, Michigan	$13.3M	+$40.3K	1	0.12%	Increased
222	F.L. Putnam Investment Management Lynnfield, Massachusetts	$13.3M	-$51.8K	1	1.77%	Reduced
223	Braun Stacey Associates New York	$13.1M	+$12.1K	1	0.81%	Increased
224	KCM Kingdon Capital Management New York	$13M	+$13.6M	2	0.64%	New
225	Meyer Handelman Company Rye Brook, New York	$13M	+$3.36K	1	0.69%	Increased