← 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	$17.6M	-$36.8K	1	0.4%	Reduced
202	LCM LG Capital Management Owings Mills, Maryland	$17.6M	+$1.01M	1	6.23%	Increased
203	Silvercrest Asset Management New York	$17M	+$565K	1	0.23%	Increased
204	STB S&T Bank Indiana, Pennsylvania	$16.9M	+$39.6K	1	2.47%	Increased
205	HCCM Herring Creek Capital Management Stamford, Connecticut	$16.7M	-$8.69M	1	4.32%	Reduced
206	MC Martin Currie Edinburgh, United Kingdom	$16.6M	+$9.25M	1	1.59%	Increased
207	IP Interval Partners New York	$16.3M	+$6.13M	1	1.75%	Increased
208	CTI Community Trust & Investment Versailles, Kentucky	$16.2M	+$161K	1	2.12%	Increased
209	PRCM Pine River Capital Management Minnetonka, Minnesota	$16.1M	+$2.28M	2	0.18%	Increased
210	TD Asset Management Toronto, Ontario, Canada	$16M	+$86K	3	0.03%	Increased
211	Whittier Trust South Pasadena, California	$15.9M	+$1.05M	3	0.71%	Increased
212	Schroder Investment Management Group London, United Kingdom	$15.9M	-$1.14M	2	0.03%	Reduced
213	KG Killen Group Berwyn, Pennsylvania	$15.7M	-$3.39M	1	1.19%	Reduced
214	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$15.4M	-$1.2M	3	0.11%	Reduced
215	WBC Westpac Banking Corp Sydney, Australia	$15.1M	-$5.65M	2	0.15%	Reduced
216	TU TDAM USA Toronto, Ontario, Canada	$14.9M	-$1.06M	1	0.68%	Reduced
217	GAI General American Investors New York	$14.8M	$0	1	1.22%	Maintained
218	CHAM Clear Harbor Asset Management Stamford, Connecticut	$14.8M	-$294K	2	2.9%	Reduced
219	Axa Paris, France	$14.8M	-$9.03M	3	0.06%	Reduced
220	Zacks Investment Management Chicago, Illinois	$14.6M	-$225K	1	0.46%	Reduced
221	Asset Management One Tokyo, Japan	$14.5M	+$1.54M	3	0.2%	Increased
222	Employees Retirement System of Texas Austin, Texas	$14.1M	$0	2	0.19%	Maintained
223	TPSF Texas Permanent School Fund Austin, Texas	$14M	-$652K	3	0.16%	Reduced
224	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$13.8M	-$304K	1	0.04%	Reduced
225	Capital International Inc Los Angeles, California	$13.8M	$0	1	0.99%	Maintained