← 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
226	WIC Willis Investment Counsel Gainesville, Georgia	$15.4M	-$3.94M	1	1.11%	Reduced
227	RHJA Rice Hall James & Associates San Diego, California	$15.2M	-$702K	1	0.67%	Reduced
228	South Dakota Investment Council Sioux Falls, South Dakota	$14.9M	$0	1	0.3%	Maintained
229	CAM ClariVest Asset Management San Diego, California	$14.9M	-$1.51M	3	0.34%	Reduced
230	TPSF Texas Permanent School Fund Austin, Texas	$14.8M	-$165K	3	0.19%	Reduced
231	GAI General American Investors New York	$14.5M	$0	1	1.38%	Maintained
232	Arizona State Retirement System Phoenix, Arizona	$14.4M	-$167K	3	0.17%	Reduced
233	Fisher Asset Management Camas, Washington	$14.4M	-$531K	1	0.02%	Reduced
234	Axa Paris, France	$14.3M	-$3.13M	3	0.06%	Reduced
235	State of Tennessee, Department of Treasury Nashville, Tennessee	$14.3M	-$12.4M	2	0.07%	Reduced
236	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$14.2M	+$1.83M	2	2.62%	Increased
237	Two Sigma Investments New York	$14.2M	-$10.5M	4	0.05%	Reduced
238	Hancock Whitney Gulfport, Mississippi	$14.1M	-$1.14M	1	0.6%	Reduced
239	JIR James Investment Research Alpha, Ohio	$14.1M	-$2.38M	2	0.47%	Reduced
240	Associated Banc-Corp Green Bay, Wisconsin	$14.1M	+$434K	1	0.78%	Increased
241	STB S&T Bank Indiana, Pennsylvania	$13.8M	-$236K	1	2.46%	Reduced
242	Kornitzer Capital Management Shawnee Mission, Kansas	$13.8M	$0	1	0.24%	Maintained
243	DekaBank Deutsche Girozentrale Frankfurt, Germany	$13.7M	-$1.11M	4	0.11%	Reduced
244	Gulf International Bank (UK) London, United Kingdom	$13.7M	-$26.4K	2	0.18%	Reduced
245	TIP Torray Investment Partners Bethesda, Maryland	$13.7M	+$340K	1	1.35%	Increased
246	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$13.6M	-$11M	2	0.03%	Reduced
247	Alpha Cubed Investments Irvine, California	$13.5M	+$785K	1	2.03%	Increased
248	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$13.4M	-$377K	1	0.02%	Reduced
249	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$13.3M	+$1.56M	2	0.04%	Increased
250	Driehaus Capital Management Chicago, Illinois	$13.3M	+$681K	3	0.52%	Increased