← 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	Citigroup New York	$16M	-$11.6M	5	0.01%	Reduced
202	Placemark Investments Chicago, Illinois	$15.8M	+$838K	2	0.26%	Increased
203	Driehaus Capital Management Chicago, Illinois	$15.7M	+$3.04M	2	0.57%	Increased
204	Adams Diversified Equity Fund Baltimore, Maryland	$15.6M	$0	1	1.1%	Maintained
205	HCCM Herring Creek Capital Management Stamford, Connecticut	$15.6M	+$14.5M	1	3.58%	New
206	TU TDAM USA Toronto, Ontario, Canada	$15.5M	+$14.2M	1	0.67%	Increased
207	SM Stratton Management King Of Prussia, Pennsylvania	$15.4M	-$467K	1	0.73%	Reduced
208	CC Chubb Corp Warren, New Jersey	$15.3M	$0	1	0.86%	Maintained
209	VBCP Vollero Beach Capital Partners New York	$15.3M	+$2.22M	1	1.02%	Increased
210	AC Ascend Capital Orinda, California	$15.2M	+$7.11M	1	0.46%	Increased
211	HCMT Highland Capital Management (Texas) Dallas, Texas	$15.2M	-$9.98M	1	0.83%	Reduced
212	Braun Stacey Associates New York	$15.1M	+$570K	1	0.87%	Increased
213	Credit Agricole Montrouge Cedex, France	$15.1M	-$2.57M	2	0.06%	Reduced
214	F.L. Putnam Investment Management Lynnfield, Massachusetts	$14.8M	+$162K	1	1.79%	Increased
215	State of Michigan Retirement System Lansing, Michigan	$14.7M	+$7.12K	1	0.11%	Increased
216	KBC Group Brussels, Belgium	$14.6M	+$1.63M	4	0.22%	Increased
217	AIG American International Group New York	$14.5M	+$507K	5	0.07%	Increased
218	IRF IBM Retirement Fund Armonk, New York	$14.4M	-$491K	1	0.19%	Reduced
219	KCA KR Capital Advisors New York	$14.4M	-$959K	1	2.25%	Reduced
220	Meyer Handelman Company Rye Brook, New York	$14.3M	-$71.1K	1	0.69%	Reduced
221	Thompson Siegel & Walmsley Richmond, Virginia	$14.2M	+$10.8M	2	0.33%	Increased
222	SCM Suffolk Capital Management New York	$14.1M	-$3.76M	2	1.76%	Reduced
223	Allstate Corporation Northbrook, Illinois	$14M	-$8.52M	1	0.52%	Reduced
224	Winton Capital Management London, United Kingdom	$13.6M	+$307K	1	0.12%	Increased
225	Guardian Capital (Canada) Toronto, Ontario, Canada	$13.3M	-$2.88M	1	0.21%	Reduced