← 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
CF
Cypress Funds
California
$16.3M $0 1 3.94% Maintained
202
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$16.3M -$20.9M 2 0.04% Reduced
203
Arizona State Retirement System
Arizona State Retirement System
Arizona
$16.2M -$923K 3 0.21% Reduced
204
MAA
Matrix Asset Advisors
New York
$16.1M +$10.5M 1 1.93% Increased
205
SM
Stratton Management
Pennsylvania
$15.7M +$488K 1 0.72% Increased
206
KBC Group
KBC Group
Belgium
$15.7M +$905K 4 0.25% Increased
207
Donaldson Capital Management
Donaldson Capital Management
Indiana
$15.6M +$12.5M 1 2.82% Increased
208
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$15.4M $0 1 1.09% Maintained
209
MSA
Mason Street Advisors
Wisconsin
$15.2M -$7.66M 3 0.12% Reduced
210
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$15.2M +$14.1M 1 1.03% New
211
Braun Stacey Associates
Braun Stacey Associates
New York
$15.2M +$207K 1 0.89% Increased
212
DCCA
D.C. Capital Advisors
New York
$15M -$14.7M 1 5.94% Reduced
213
GC
Globeflex Capital
California
$15M +$12.9M 2 1.71% Increased
214
Credit Agricole
Credit Agricole
France
$14.9M -$243K 2 0.06% Reduced
215
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$14.9M -$1.67M 2 0.34% Reduced
216
Principal Financial Group
Principal Financial Group
Iowa
$14.6M +$766K 2 0.03% Increased
217
AIG
American International Group
New York
$14.6M +$29.1K 5 0.07% Increased
218
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$14.6M +$81.1K 1 0.11% Increased
219
SCM
Suffolk Capital Management
New York
$14.4M +$130K 2 1.78% Increased
220
Millennium Management
Millennium Management
New York
$14.4M -$10.5M 4 0.04% Reduced
221
Eastern Bank
Eastern Bank
Massachusetts
$14.3M +$1.95M 1 1.2% Increased
222
Meyer Handelman Company
Meyer Handelman Company
New York
$14.2M +$147K 1 0.68% Increased
223
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$13.9M -$701K 1 1.66% Reduced
224
Whittier Trust
Whittier Trust
California
$13.9M +$5.13M 3 0.71% Increased
225
Granahan Investment Management
Granahan Investment Management
Massachusetts
$13.8M $0 1 0.37% Maintained
7 8
9
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