← 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	Putnam Investments Boston, Massachusetts	$16.4M	+$463K	3	0.04%	Increased
202	Natixis Advisors Boston, Massachusetts	$16.1M	+$5.88M	2	0.22%	Increased
203	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$16M	+$15.4M	1	0.93%	New
204	Commerce Bank Kansas City, Missouri	$16M	+$6.06M	2	0.25%	Increased
205	Pinnacle Associates New York	$15.9M	+$1.39M	1	0.34%	Increased
206	Cullen/Frost Bankers San Antonio, Texas	$15.6M	-$440K	1	0.58%	Reduced
207	Axa Paris, France	$15.3M	+$5.12M	2	0.07%	Increased
208	GC Globeflex Capital San Diego, California	$14.8M	-$708K	2	4.06%	Reduced
209	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$14.7M	-$1.9M	1	3.18%	Reduced
210	Comerica Bank Dallas, Texas	$14.6M	+$456K	4	0.13%	Increased
211	HI Honeywell International Charlotte, North Carolina	$14.5M	+$15.1M	1	0.37%	New
212	NCGI Next Century Growth Investors Plymouth, Minnesota	$14.4M	-$109K	1	0.67%	Reduced
213	Gabelli Funds Rye, New York	$14.2M	-$61.4K	1	0.08%	Reduced
214	MC Martin Currie Edinburgh, United Kingdom	$14.2M	-$712K	1	1.37%	Reduced
215	Citigroup New York	$14M	+$3.11M	5	0.01%	Increased
216	TU TDAM USA Toronto, Ontario, Canada	$14M	+$206K	1	0.69%	Increased
217	Retirement Systems of Alabama Montgomery, Alabama	$13.9M	-$7.11M	1	0.08%	Reduced
218	Suntrust Banks Atlanta, Georgia	$13.9M	+$4.59M	2	0.09%	Increased
219	Whittier Trust South Pasadena, California	$13.7M	+$814K	3	0.6%	Increased
220	SCA Summit Creek Advisors Minneapolis, Minnesota	$13.4M	+$12.9M	1	2.28%	New
221	Creative Planning Overland Park, Kansas	$13.4M	-$2.28K	5	0.1%	Reduced
222	CHAM Clear Harbor Asset Management Stamford, Connecticut	$13.3M	+$884K	1	2.89%	Increased
223	Macquarie Group Sydney, NSW 2000, Australia	$13.2M	-$2.24M	2	0.03%	Reduced
224	SAM Steinberg Asset Management New York	$13.2M	-$5.86M	1	3.44%	Reduced
225	GAI General American Investors New York	$13.1M	$0	1	1.36%	Maintained