← 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	STB S&T Bank Indiana, Pennsylvania	$16.3M	+$315K	1	2.37%	Increased
202	TD Asset Management Toronto, Ontario, Canada	$16.2M	+$70.6K	3	0.03%	Increased
203	Capital International Inc Los Angeles, California	$16.1M	-$1.93M	1	1.1%	Reduced
204	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$15.9M	-$1.02M	3	0.1%	Reduced
205	Winton Group London, United Kingdom	$15.8M	+$4.15M	1	0.2%	Increased
206	TU TDAM USA Toronto, Ontario, Canada	$15.8M	+$859K	1	0.67%	Increased
207	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$15.7M	-$12.9M	1	0.04%	Reduced
208	SG Americas Securities New York	$15.6M	+$9.57M	4	0.08%	Increased
209	Arizona State Retirement System Phoenix, Arizona	$15.3M	+$259K	3	0.18%	Increased
210	Granahan Investment Management Waltham, Massachusetts	$15.2M	-$1.13M	1	0.44%	Reduced
211	Obermeyer Wealth Partners Aspen, Colorado	$15M	+$14.6M	1	1.36%	New
212	SCM SG Capital Management Chicago, Illinois	$14.9M	+$13.5M	1	3.9%	New
213	AIG American International Group New York	$14.9M	+$384K	5	0.06%	Increased
214	CHAM Clear Harbor Asset Management Stamford, Connecticut	$14.8M	+$1.42M	2	3%	Increased
215	TPSF Texas Permanent School Fund Austin, Texas	$14.7M	-$300K	3	0.16%	Reduced
216	MSA Mason Street Advisors Milwaukee, Wisconsin	$14.4M	+$663K	3	0.1%	Increased
217	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$14.3M	+$13.9M	1	1.69%	New
218	Whittier Trust South Pasadena, California	$14.2M	+$172K	3	0.67%	Increased
219	ECM Estabrook Capital Management New York	$14.1M	-$315K	1	1.56%	Reduced
220	Employees Retirement System of Texas Austin, Texas	$14.1M	-$8.11M	2	0.18%	Reduced
221	SM Stratton Management King Of Prussia, Pennsylvania	$14.1M	+$1.1M	1	0.58%	Increased
222	Zacks Investment Management Chicago, Illinois	$14M	+$418K	1	0.45%	Increased
223	Point72 Asset Management Stamford, Connecticut	$13.9M	-$59.5M	2	0.1%	Reduced
224	Donaldson Capital Management Evansville, Indiana	$13.9M	-$1.55M	1	2.07%	Reduced
225	Citigroup New York	$13.5M	-$8.45M	5	0.01%	Reduced