← 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	Citigroup New York	$12.7M	-$25M	5	0.01%	Reduced
202	Granahan Investment Management Waltham, Massachusetts	$12.5M	-$1.39M	1	0.39%	Reduced
203	TU TDAM USA Toronto, Ontario, Canada	$12.4M	+$1.25M	1	0.63%	Increased
204	CHAM Clear Harbor Asset Management Stamford, Connecticut	$12.4M	-$1.13M	2	2.83%	Reduced
205	TD Asset Management Toronto, Ontario, Canada	$12.3M	+$13.8K	3	0.02%	Increased
206	Barclays London, United Kingdom	$12.1M	-$10.1M	4	0.01%	Reduced
207	SCM Simcoe Capital Management New York	$12.1M	+$4.37M	1	7.97%	Increased
208	Brandes Investment Partners La Jolla, California	$11.8M	-$38.6K	1	0.17%	Reduced
209	Employees Retirement System of Texas Austin, Texas	$11.8M	-$118K	2	0.17%	Reduced
210	SM Stratton Management King Of Prussia, Pennsylvania	$11.6M	+$2.82M	1	1.33%	Increased
211	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.3M	+$12.9M	2	0.32%	Increased
212	GAI General American Investors New York	$11.2M	$0	1	1.01%	Maintained
213	State of Michigan Retirement System Lansing, Michigan	$11.2M	-$7.58M	1	0.09%	Reduced
214	Asset Management One Tokyo, Japan	$11.1M	-$287K	3	0.17%	Reduced
215	TPSF Texas Permanent School Fund Austin, Texas	$11M	-$224K	3	0.14%	Reduced
216	Numeric Investors Boston, Massachusetts	$11M	+$3.06M	3	0.13%	Increased
217	ORIO Old Republic International (ORI) Chicago, Illinois	$10.9M	+$5.43M	1	0.59%	Increased
218	Comerica Bank Dallas, Texas	$10.9M	-$14.5M	4	0.1%	Reduced
219	Putnam Investments Boston, Massachusetts	$10.8M	-$26.6M	4	0.02%	Reduced
220	Zacks Investment Management Chicago, Illinois	$10.8M	-$347K	1	0.38%	Reduced
221	Arizona State Retirement System Phoenix, Arizona	$10.8M	+$12.2M	3	0.15%	New
222	AL Airain Ltd St. Peter Port, Guernsey	$10.8M	+$12.1M	2	0.65%	Increased
223	Capital International Inc Los Angeles, California	$10.7M	+$189K	1	0.97%	Increased
224	GC Globeflex Capital San Diego, California	$10.5M	-$209K	2	2.25%	Reduced
225	ARTA A.R.T. Advisors New York	$10.4M	+$10.9M	2	0.39%	Increased