← 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	Carson Wealth (CWM LLC) Omaha, Nebraska	$15.1M	+$2.46M	1	2.19%	Increased
202	Westfield Capital Management Boston, Massachusetts	$15M	+$14.7M	1	0.09%	New
203	TD Asset Management Toronto, Ontario, Canada	$15M	+$375K	3	0.03%	Increased
204	RIM Rainier Investment Management Seattle, Washington	$14.8M	-$42.5M	1	0.25%	Reduced
205	TCW Group Los Angeles, California	$14.8M	-$398K	1	0.06%	Reduced
206	STB S&T Bank Indiana, Pennsylvania	$14.7M	+$5.51K	1	2.2%	Increased
207	Stifel Financial St. Louis, Missouri	$14.7M	-$13M	3	0.13%	Reduced
208	Granahan Investment Management Waltham, Massachusetts	$14.6M	-$1.08M	1	0.45%	Reduced
209	TI Turner Investments Berwyn, Pennsylvania	$14.5M	-$5.24M	1	0.87%	Reduced
210	Donaldson Capital Management Evansville, Indiana	$14.4M	+$358K	1	2.28%	Increased
211	Arizona State Retirement System Phoenix, Arizona	$13.9M	-$254K	3	0.17%	Reduced
212	TU TDAM USA Toronto, Ontario, Canada	$13.9M	-$591K	1	0.6%	Reduced
213	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$13.8M	+$491K	2	0.05%	Increased
214	TPSF Texas Permanent School Fund Austin, Texas	$13.8M	-$1.19M	3	0.16%	Reduced
215	ECM Estabrook Capital Management New York	$13.5M	-$2.51M	1	1.44%	Reduced
216	AIG American International Group New York	$13.5M	+$642K	5	0.06%	Increased
217	Trillium Asset Management Boston, Massachusetts	$13.1M	+$2.32M	1	1.13%	Increased
218	Adams Diversified Equity Fund Baltimore, Maryland	$13M	$0	1	0.86%	Maintained
219	Whittier Trust South Pasadena, California	$13M	+$482K	3	0.63%	Increased
220	RIG Roosevelt Investment Group New York	$12.8M	-$54.6M	1	0.68%	Reduced
221	Zacks Investment Management Chicago, Illinois	$12.6M	+$10M	2	0.44%	Increased
222	Wasatch Advisors Salt Lake City, Utah	$12.6M	-$2.88M	1	0.13%	Reduced
223	Aberdeen Asset Management Aberdeen, United Kingdom	$12.6M	-$22.1M	2	0.03%	Reduced
224	Eastern Bank Boston, Massachusetts	$12.6M	+$366K	1	1.01%	Increased
225	QAM Quentec Asset Management New York	$12.3M	+$1.37M	1	3.26%	Increased