← 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	Anchor Capital Advisors Boston, Massachusetts	$17.8M	-$1.68M	1	0.39%	Reduced
202	CCM Century Capital Management Boston, Massachusetts	$17.7M	-$2.62M	1	1.01%	Reduced
203	Polar Asset Management Partners Toronto, Ontario, Canada	$17.4M	+$5.9M	2	0.95%	Increased
204	FMA Fiduciary Management Associates Chicago, Illinois	$17.1M	+$17M	2	1.03%	New
205	M&T Bank Buffalo, New York	$16.8M	+$62.3K	3	0.1%	Increased
206	CHAM Clear Harbor Asset Management Stamford, Connecticut	$16.6M	+$112K	2	3.2%	Increased
207	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$16.6M	+$351K	3	0.12%	Increased
208	Silvercrest Asset Management New York	$16.6M	+$16.6M	1	0.24%	New
209	CTI Community Trust & Investment Versailles, Kentucky	$16.1M	+$6.38M	1	2.17%	Increased
210	TD Asset Management Toronto, Ontario, Canada	$16.1M	-$194K	3	0.03%	Reduced
211	TU TDAM USA Toronto, Ontario, Canada	$16M	+$239K	1	0.65%	Increased
212	Virginia Retirement Systems Richmond, Virginia	$15.6M	+$13.5M	2	0.24%	Increased
213	Comerica Bank Dallas, Texas	$15.6M	-$16.8M	4	0.13%	Reduced
214	LCM LG Capital Management Owings Mills, Maryland	$15.5M	+$2.3M	1	4.72%	Increased
215	Donaldson Capital Management Evansville, Indiana	$15.4M	+$1.54M	1	2.17%	Increased
216	Whittier Trust South Pasadena, California	$15.1M	+$803K	3	0.69%	Increased
217	Employees Retirement System of Texas Austin, Texas	$15M	$0	2	0.19%	Maintained
218	Zacks Investment Management Chicago, Illinois	$15M	+$1M	1	0.47%	Increased
219	BNP Paribas Financial Markets Paris, France	$14.9M	-$5.2M	5	0.04%	Reduced
220	GAI General American Investors New York	$14.9M	+$2.38M	1	1.23%	Increased
221	QAM Quentec Asset Management New York	$14.8M	-$7.31M	1	3.07%	Reduced
222	TPSF Texas Permanent School Fund Austin, Texas	$14.7M	-$172K	3	0.16%	Reduced
223	AIP ARS Investment Partners New York	$14.4M	+$2.57M	1	2.67%	Increased
224	Granahan Investment Management Waltham, Massachusetts	$14.3M	-$1.66M	1	0.41%	Reduced
225	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$14.2M	-$1.41M	1	0.04%	Reduced