← 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	$20.2M	-$1.95M	5	0.02%	Reduced
202	Nomura Holdings Tokyo, Japan	$20.2M	+$18.2M	2	0.04%	Increased
203	Trillium Asset Management Boston, Massachusetts	$20M	-$269K	1	1.1%	Reduced
204	BWCA Brenner West Capital Advisors New York	$19.8M	+$19.7M	1	2.59%	New
205	CHAM Clear Harbor Asset Management Stamford, Connecticut	$19.5M	-$261K	1	3.66%	Reduced
206	Eaton Vance Management Boston, Massachusetts	$19.2M	+$56.6K	4	0.05%	Increased
207	SCM Stevens Capital Management Radnor, Pennsylvania	$19.2M	+$16.8M	3	0.74%	Increased
208	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$19.1M	-$135K	1	3.8%	Reduced
209	Whittier Trust South Pasadena, California	$19.1M	-$671K	3	0.67%	Reduced
210	SCP Sandhill Capital Partners Buffalo, New York	$19.1M	+$139K	1	3.39%	Increased
211	Westfield Capital Management Boston, Massachusetts	$19M	-$10.7M	1	0.15%	Reduced
212	Comerica Bank Dallas, Texas	$18.9M	+$199K	5	0.13%	Increased
213	Numeric Investors Boston, Massachusetts	$18.8M	-$3.06M	3	0.14%	Reduced
214	Arizona State Retirement System Phoenix, Arizona	$18.5M	+$4.53M	3	0.18%	Increased
215	Calamos Advisors Naperville, Illinois	$18.5M	-$16.6M	1	0.09%	Reduced
216	Cullen/Frost Bankers San Antonio, Texas	$18.3M	+$489K	1	0.58%	Increased
217	Gabelli Funds Rye, New York	$18.3M	-$311K	1	0.11%	Reduced
218	DF Donoghue Forlines Boston, Massachusetts	$18.2M	+$540K	1	1.38%	Increased
219	BNP Paribas Financial Markets Paris, France	$17.9M	-$29.5M	5	0.03%	Reduced
220	Ferguson Wellman Capital Management Portland, Oregon	$17.9M	+$63.7K	1	0.62%	Increased
221	Churchill Management Los Angeles, California	$17.6M	+$12.4K	1	0.39%	Increased
222	Susquehanna International Group Bala Cynwyd, Pennsylvania	$17.2M	+$12.8M	4	0.01%	Increased
223	Teacher Retirement System of Texas Austin, Texas	$17.2M	-$22.7M	4	0.11%	Reduced
224	Pinnacle Associates New York	$17.1M	-$3.13M	1	0.33%	Reduced
225	KBC Group Brussels, Belgium	$16.8M	-$871K	4	0.14%	Reduced