← 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	Virginia Retirement Systems Richmond, Virginia	$12.4M	+$8.53M	2	0.19%	Increased
202	Pinnacle Associates New York	$12.4M	-$743K	1	0.26%	Reduced
203	NAM Nichols Asset Management Sudbury, Massachusetts	$12.3M	-$31.5K	1	2.68%	Reduced
204	Creative Planning Overland Park, Kansas	$12.3M	+$44.2K	5	0.1%	Increased
205	Capital International Sarl Los Angeles, California	$12.2M	-$2.27M	1	1.03%	Reduced
206	TU TDAM USA Toronto, Ontario, Canada	$12.1M	-$556K	1	0.58%	Reduced
207	NCGI Next Century Growth Investors Plymouth, Minnesota	$12.1M	+$11.7M	1	0.52%	New
208	CHAM Clear Harbor Asset Management Stamford, Connecticut	$11.9M	-$1.21M	1	2.7%	Reduced
209	Tudor Investment Corp Stamford, Connecticut	$11.9M	+$11.3M	2	0.33%	Increased
210	Whale Rock Capital Management Boston, Massachusetts	$11.7M	-$4.72K	1	0.97%	Reduced
211	Aberdeen Asset Management Aberdeen, United Kingdom	$11.5M	+$478K	2	0.04%	Increased
212	Whittier Trust South Pasadena, California	$11.4M	-$2.35M	3	0.52%	Reduced
213	GAI General American Investors New York	$11.4M	$0	1	1.05%	Maintained
214	TPSF Texas Permanent School Fund Austin, Texas	$11.4M	-$156K	3	0.14%	Reduced
215	Granahan Investment Management Waltham, Massachusetts	$11.3M	-$4.12M	1	0.39%	Reduced
216	WIC Willis Investment Counsel Gainesville, Georgia	$11M	+$3.96M	1	1%	Increased
217	MTB Mizuho Trust & Banking Tokyo, Japan	$11M	+$606K	1	0.04%	Increased
218	Arizona State Retirement System Phoenix, Arizona	$10.9M	-$306K	3	0.15%	Reduced
219	Fred Alger Management New York	$10.9M	+$1.74M	1	0.05%	Increased
220	Zurich Cantonal Bank Zurich, Switzerland	$10.8M	+$2.17M	5	0.14%	Increased
221	Aperio Group Sausalito, California	$10.7M	+$1.04M	3	0.1%	Increased
222	AL Airain Ltd St. Peter Port, Guernsey	$10.7M	-$394K	3	0.74%	Reduced
223	Janney Montgomery Scott Philadelphia, Pennsylvania	$10.5M	-$938K	1	0.27%	Reduced
224	Comerica Bank Dallas, Texas	$10.3M	-$415K	4	0.1%	Reduced
225	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$10.3M	-$2.98M	1	0.5%	Reduced