← 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	Gabelli Funds Rye, New York	$15M	-$331K	1	0.09%	Reduced
202	Putnam Investments Boston, Massachusetts	$14.7M	+$2.23M	3	0.04%	Increased
203	Capital International Sarl Los Angeles, California	$14.6M	-$60.8K	1	1.24%	Reduced
204	OAM Oxford Asset Management Oxford, United Kingdom	$14.6M	-$356K	2	0.42%	Reduced
205	TU TDAM USA Toronto, Ontario, Canada	$14.4M	-$62.4K	1	0.7%	Reduced
206	CCI Columbus Circle Investors	$14.2M	+$11.9M	1	0.13%	New
207	Marshall Wace London, United Kingdom	$13.9M	-$15.1M	2	0.13%	Reduced
208	GAI General American Investors New York	$13.7M	$0	1	1.42%	Maintained
209	Asset Management One Tokyo, Japan	$13.6M	+$2.52M	4	0.2%	Increased
210	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$13.5M	+$1.15M	2	0.42%	Increased
211	NCGI Next Century Growth Investors Plymouth, Minnesota	$13.5M	+$1.35M	1	0.64%	Increased
212	WIC Willis Investment Counsel Gainesville, Georgia	$13.3M	+$77.3K	1	1.17%	Increased
213	Janney Montgomery Scott Philadelphia, Pennsylvania	$13.3M	+$575K	2	0.35%	Increased
214	Whittier Trust South Pasadena, California	$13.3M	+$16.5K	3	0.59%	Increased
215	Anchor Capital Advisors Boston, Massachusetts	$13.2M	-$2.76M	1	0.32%	Reduced
216	SCP Sandhill Capital Partners Buffalo, New York	$13.2M	+$11.7M	1	4.34%	New
217	Comerica Bank Dallas, Texas	$13.1M	+$111K	4	0.12%	Increased
218	TPSF Texas Permanent School Fund Austin, Texas	$12.9M	-$387K	3	0.16%	Reduced
219	Glenmede Trust Philadelphia, Pennsylvania	$12.8M	+$7.4M	4	0.08%	Increased
220	Creative Planning Overland Park, Kansas	$12.8M	+$193K	4	0.1%	Increased
221	Arizona State Retirement System Phoenix, Arizona	$12.8M	-$131K	3	0.17%	Reduced
222	CHAM Clear Harbor Asset Management Stamford, Connecticut	$12.7M	-$78.9K	1	2.79%	Reduced
223	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$12.7M	+$249K	1	0.62%	Increased
224	Aberdeen Asset Management Aberdeen, United Kingdom	$12.4M	-$331K	2	0.05%	Reduced
225	SEI Investments Oaks, Pennsylvania	$12.4M	+$2M	4	0.08%	Increased