← 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
251	Suntrust Banks Atlanta, Georgia	$9.97M	+$3.5M	1	0.06%	Increased
252	State of Michigan Retirement System Lansing, Michigan	$9.88M	-$16.6K	1	0.08%	Reduced
253	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$9.87M	+$22.8K	1	1.35%	Increased
254	Brandes Investment Partners La Jolla, California	$9.58M	+$1.85M	1	0.14%	Increased
255	VanEck Associates New York	$9.56M	-$1.3M	1	0.06%	Reduced
256	WesBanco Bank Wheeling, West Virginia	$9.52M	-$803K	1	0.57%	Reduced
257	Churchill Management Los Angeles, California	$9.4M	+$8.31M	1	0.66%	New
258	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$9.4M	+$160K	3	0.12%	Increased
259	CIM Calvert Investment Management Bethesda, Maryland	$9.3M	+$743K	2	0.41%	Increased
260	PP Prospector Partners Guilford, Connecticut	$9.2M	-$149K	1	1.59%	Reduced
261	SG Americas Securities New York	$9.16M	+$6.48M	4	0.07%	Increased
262	FHAM Folger Hill Asset Management New York	$9.06M	+$8M	1	0.51%	New
263	Cohen & Steers New York	$8.9M	+$7.86M	1	0.02%	New
264	Envestnet Asset Management Chicago, Illinois	$8.84M	+$1.68M	4	0.04%	Increased
265	Fjarde Ap-fonden Stockholm, Sweden	$8.79M	+$794K	2	0.2%	Increased
266	MCM McRae Capital Management Morristown, New Jersey	$8.35M	+$66.3K	1	3.73%	Increased
267	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$8.22M	-$1.59M	3	0.24%	Reduced
268	Employees Retirement System of Texas Austin, Texas	$8.19M	$0	2	0.11%	Maintained
269	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$8.19M	+$3.02M	1	0.74%	Increased
270	Nisa Investment Advisors St. Louis, Missouri	$8.17M	+$90.1K	3	0.12%	Increased
271	Eaton Vance Management Boston, Massachusetts	$7.99M	-$10.9K	3	0.02%	Reduced
272	ARTA A.R.T. Advisors New York	$7.95M	-$1.6M	3	0.36%	Reduced
273	LM Luminus Management Houston, Texas	$7.86M	+$964K	1	0.26%	Increased
274	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.84M	-$190K	1	1.02%	Reduced
275	EBIM Eagle Boston Investment Management Boston, Massachusetts	$7.74M	+$185K	1	1.07%	Increased