← 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	CBT Capital Bank & Trust Irvine, California	$14M	+$64.1K	3	0.2%	Increased
227	Virginia Retirement Systems Richmond, Virginia	$13.9M	-$1.41M	2	0.19%	Reduced
228	SCCM Schafer Cullen Capital Management New York	$13.9M	-$2.81M	1	0.21%	Reduced
229	Comerica Bank Dallas, Texas	$13.4M	+$622K	4	0.11%	Increased
230	Guggenheim Capital Chicago, Illinois	$13.4M	-$5.51M	2	0.11%	Reduced
231	KBC Group Brussels, Belgium	$13.4M	-$9.93M	3	0.15%	Reduced
232	Bridges Investment Management Omaha, Nebraska	$13.1M	+$2.91M	1	0.62%	Increased
233	BB&T Securities Richmond, Virginia	$13.1M	-$1.15M	2	0.15%	Reduced
234	Suntrust Banks Atlanta, Georgia	$12.9M	+$637K	3	0.07%	Increased
235	TU TDAM USA Toronto, Ontario, Canada	$12.8M	-$436K	1	0.93%	Reduced
236	Rubric Capital Management (New York) New York	$12.8M	+$15.6M	1	1.58%	New
237	Encompass Capital Advisors New York	$12.8M	+$4.76M	1	1.41%	Increased
238	TIP Torray Investment Partners Bethesda, Maryland	$12.6M	+$771K	2	1.5%	Increased
239	ACB Aristotle Capital Boston Boston, Massachusetts	$12.5M	+$1.94M	1	1.02%	Increased
240	SCP Sandhill Capital Partners Buffalo, New York	$12.5M	+$771K	1	2.06%	Increased
241	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$12.4M	-$4.49M	2	0.86%	Reduced
242	NIP Nicholas Investment Partners Rancho Santa Fe, California	$12.2M	+$629K	1	1.32%	Increased
243	MetLife Investment Management Whippany, New Jersey	$12.2M	-$161K	4	0.15%	Reduced
244	Nisa Investment Advisors St. Louis, Missouri	$12.1M	+$798K	3	0.13%	Increased
245	Associated Banc-Corp Green Bay, Wisconsin	$11.9M	-$673K	1	0.78%	Reduced
246	WBC Westpac Banking Corp Sydney, Australia	$11.9M	+$7.27M	3	0.2%	Increased
247	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$11.9M	+$1.22M	3	0.16%	Increased
248	Hancock Whitney Gulfport, Mississippi	$11.7M	-$963K	1	0.4%	Reduced
249	Millennium Management New York	$11.7M	-$95.2M	5	0.02%	Reduced
250	British Columbia Investment Management Victoria, British Columbia, Canada	$11.6M	+$793K	2	0.1%	Increased