← 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	WIC Willis Investment Counsel Gainesville, Georgia	$16.2M	+$1.56M	1	1.2%	Increased
202	Assenagon Asset Management Senningerberg, Luxembourg	$16.2M	-$23.2M	2	0.18%	Reduced
203	ACI AMP Capital Investors Sydney, Australia	$16.1M	-$4.31M	2	0.1%	Reduced
204	Ferguson Wellman Capital Management Portland, Oregon	$15.9M	-$331K	1	0.61%	Reduced
205	RI Redwood Investments Boston, Massachusetts	$15.9M	+$2.84M	1	1.49%	Increased
206	State of Tennessee, Department of Treasury Nashville, Tennessee	$15.8M	-$19.3M	3	0.09%	Reduced
207	Nordea Investment Management Stockholm, Sweden	$15.8M	+$940K	3	0.04%	Increased
208	Trillium Asset Management Boston, Massachusetts	$15.8M	-$382K	1	0.91%	Reduced
209	Anchor Capital Advisors Boston, Massachusetts	$15.7M	-$578K	1	0.64%	Reduced
210	Fjarde Ap-fonden Stockholm, Sweden	$15.5M	+$6M	2	0.27%	Increased
211	Kennedy Capital Management St Louis, Missouri	$15.2M	+$10.2M	2	0.38%	Increased
212	United Capital Financial Advisors Irving, Texas	$15.2M	+$488K	2	0.12%	Increased
213	Foresters Investment Management New York	$15.1M	+$10.8M	1	0.29%	Increased
214	MN Services Vermogensbeheer The Hague, Netherlands	$15M	+$12.8M	2	0.23%	Increased
215	IA Icon Advisers Greenwood Village, Colorado	$14.9M	+$5.94M	2	1.57%	Increased
216	Arizona State Retirement System Phoenix, Arizona	$14.9M	-$2.21M	3	0.19%	Reduced
217	DG Delek Group Herzliya, Israel	$14.8M	+$144K	2	0.67%	Increased
218	Royal London Asset Management United Kingdom	$14.4M	-$12M	2	0.13%	Reduced
219	Cullen/Frost Bankers San Antonio, Texas	$14.4M	-$1.92M	1	0.53%	Reduced
220	Gabelli Funds Rye, New York	$14.2M	-$374K	1	0.1%	Reduced
221	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$14.2M	+$78.1K	1	1.64%	Increased
222	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$14.2M	-$1.68M	1	4.24%	Reduced
223	Alpha Cubed Investments Irvine, California	$14.2M	-$532K	1	2.12%	Reduced
224	QS Investors New York	$14.1M	-$111K	2	0.18%	Reduced
225	Oregon Public Employees Retirement Fund Tigard, Oregon	$14.1M	+$4.29M	4	0.22%	Increased