← 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	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$17.9M	+$29.9K	1	1.79%	Increased
227	BB&T Securities Richmond, Virginia	$17.7M	-$302K	4	0.18%	Reduced
228	Putnam Investments Boston, Massachusetts	$17.6M	-$1.21M	2	0.04%	Reduced
229	CBT Capital Bank & Trust Irvine, California	$17.6M	-$37.6M	2	0.22%	Reduced
230	Gotham Asset Management New York	$17.5M	+$11.5M	2	0.24%	Increased
231	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$17.2M	-$2.58M	1	0.58%	Reduced
232	DG Delek Group Herzliya, Israel	$17.1M	+$7.95M	1	0.72%	Increased
233	Great Lakes Advisors Chicago, Illinois	$16.9M	-$1.04M	2	0.37%	Reduced
234	Becker Capital Management Portland, Oregon	$16.7M	+$2.61M	1	0.53%	Increased
235	William Blair Investment Management Chicago, Illinois	$16.7M	-$1.06M	1	0.06%	Reduced
236	DA Denali Advisors San Diego, California	$16.5M	-$1.73M	1	2.43%	Reduced
237	Alpha Cubed Investments Irvine, California	$16.5M	-$118K	1	1.92%	Reduced
238	IP Interval Partners New York	$16.2M	-$485K	1	0.66%	Reduced
239	Hancock Whitney Gulfport, Mississippi	$15.9M	+$1.07M	1	0.45%	Increased
240	Associated Banc-Corp Green Bay, Wisconsin	$15.9M	-$46.5K	1	0.88%	Reduced
241	Gulf International Bank (UK) London, United Kingdom	$15.8M	+$1.37M	2	0.19%	Increased
242	BNP Paribas Financial Markets Paris, France	$15.6M	-$3.3M	6	0.02%	Reduced
243	Eastern Bank Boston, Massachusetts	$15.6M	-$445K	1	1.02%	Reduced
244	Suntrust Banks Atlanta, Georgia	$15.6M	-$1.06M	3	0.08%	Reduced
245	TU TDAM USA Toronto, Ontario, Canada	$15.4M	-$437K	1	0.93%	Reduced
246	CCM Corsair Capital Management New York	$15.2M	-$217K	1	3.49%	Reduced
247	MetLife Investment Management Whippany, New Jersey	$15.1M	+$10.3M	4	0.15%	Increased
248	PineBridge Investments New York	$15M	+$10.8M	2	0.28%	Increased
249	TIP Torray Investment Partners Bethesda, Maryland	$15M	+$15.8K	1	1.5%	Increased
250	SCM SKBA Capital Management San Francisco, California	$15M	$0	1	1.94%	Maintained