← 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	ACB Aristotle Capital Boston Boston, Massachusetts	$20.8M	+$8.6M	1	0.98%	Increased
202	Royce & Associates New York	$20.8M	+$6.47M	2	0.15%	Increased
203	SCM Simcoe Capital Management New York	$20.7M	-$4.19M	1	7.06%	Reduced
204	CMG Cavalry Management Group San Francisco, California	$20.6M	-$3.89M	1	5.88%	Reduced
205	Trillium Asset Management Boston, Massachusetts	$20.4M	+$163K	1	1.13%	Increased
206	Anchor Capital Advisors Boston, Massachusetts	$20.4M	-$143K	1	0.71%	Reduced
207	Nomura Holdings Tokyo, Japan	$20.2M	+$642K	2	0.03%	Increased
208	CCM Corsair Capital Management New York	$20.1M	+$1.83M	1	3.74%	Increased
209	Adage Capital Partners Boston, Massachusetts	$20M	-$27.5M	2	0.05%	Reduced
210	Whittier Trust South Pasadena, California	$19.9M	+$467K	3	0.67%	Increased
211	Cullen/Frost Bankers San Antonio, Texas	$19.7M	+$1.22M	1	0.58%	Increased
212	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$19.6M	+$3.97M	2	0.04%	Increased
213	Element Capital Management New York	$19.3M	+$19.8M	1	0.45%	New
214	QS Investors New York	$19.3M	+$6.1M	3	0.2%	Increased
215	Daiwa Securities Group Tokyo, Japan	$19.3M	+$398K	2	0.15%	Increased
216	Teacher Retirement System of Texas Austin, Texas	$19.1M	+$2.06M	4	0.13%	Increased
217	PM Pembroke Management Montreal, Quebec, Canada	$19M	+$5.93M	1	2.01%	Increased
218	Eaton Vance Management Boston, Massachusetts	$19M	-$379K	4	0.05%	Reduced
219	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$18.9M	-$424K	1	4.02%	Reduced
220	Calamos Advisors Naperville, Illinois	$18.9M	+$182K	1	0.12%	Increased
221	HCM Hodges Capital Management Dallas, Texas	$18.8M	+$1.93M	1	1.49%	Increased
222	CCP Clough Capital Partners Boston, Massachusetts	$18.8M	+$19.8M	2	1.8%	New
223	Artisan Partners Milwaukee, Wisconsin	$18.7M	+$19.1M	1	0.04%	New
224	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$18.6M	-$673K	2	0.87%	Reduced
225	Gabelli Funds Rye, New York	$18.4M	-$57.4K	1	0.11%	Reduced