← 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	SCP Sandhill Capital Partners Buffalo, New York	$18.6M	+$340K	1	3.94%	Increased
202	CHAM Clear Harbor Asset Management Stamford, Connecticut	$18.3M	-$82.5K	1	3.5%	Reduced
203	Gabelli Funds Rye, New York	$18.3M	$0	1	0.11%	Maintained
204	Whittier Trust South Pasadena, California	$18.2M	+$271K	3	0.7%	Increased
205	ACM Argent Capital Management St Louis, Missouri	$18M	-$3.92M	2	0.72%	Reduced
206	Tocqueville Asset Management New York	$17.8M	-$147K	2	0.21%	Reduced
207	Asset Management One Tokyo, Japan	$17.7M	-$1.53M	3	0.05%	Reduced
208	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17.7M	-$220K	1	3.69%	Reduced
209	Los Angeles Capital Management Los Angeles, California	$17.7M	+$5.26M	4	0.11%	Increased
210	Cullen/Frost Bankers San Antonio, Texas	$17.6M	-$1.02M	1	0.59%	Reduced
211	Ferguson Wellman Capital Management Portland, Oregon	$17.5M	+$4.15M	1	0.66%	Increased
212	Virginia Retirement Systems Richmond, Virginia	$17.5M	+$15.6M	2	0.22%	Increased
213	Daiwa Securities Group Tokyo, Japan	$17.4M	-$4.91M	2	0.11%	Reduced
214	Comerica Bank Dallas, Texas	$17.2M	-$736K	4	0.13%	Reduced
215	Axa Paris, France	$17.2M	-$3.55M	3	0.08%	Reduced
216	JP Morgan Private Wealth Advisors San Francisco, California	$17.1M	+$5.93M	2	0.13%	Increased
217	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$17M	-$758K	4	0.21%	Reduced
218	BB&T Securities Richmond, Virginia	$16.5M	+$970K	3	0.24%	Increased
219	TU TDAM USA Toronto, Ontario, Canada	$16.4M	-$678K	1	0.85%	Reduced
220	DF Donoghue Forlines Boston, Massachusetts	$16.3M	+$16M	1	1.85%	New
221	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$16.2M	-$9.95M	2	0.04%	Reduced
222	Envestnet Asset Management Chicago, Illinois	$16.1M	+$858K	4	0.04%	Increased
223	JIR James Investment Research Alpha, Ohio	$16M	+$1.68M	2	0.5%	Increased
224	PIA Piedmont Investment Advisors Durham, North Carolina	$16M	-$14.4M	2	0.35%	Reduced
225	HI Honeywell International Charlotte, North Carolina	$15.9M	+$1.64M	1	0.6%	Increased