← 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	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$13.7M	-$1.75M	2	0.87%	Reduced
252	British Columbia Investment Management Victoria, British Columbia, Canada	$13.6M	-$142K	2	0.12%	Reduced
253	RCM Riverhead Capital Management Wilmington, Delaware	$13.4M	+$6.53M	3	0.54%	Increased
254	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$13.4M	-$530K	3	0.17%	Reduced
255	Andra AP-fonden Goteborg, Sweden	$13.2M	+$12.5M	2	0.39%	New
256	Eastern Bank Boston, Massachusetts	$13.1M	-$5.79K	1	0.88%	Reduced
257	Los Angeles Capital Management Los Angeles, California	$13.1M	+$4.12M	4	0.07%	Increased
258	TU TDAM USA Toronto, Ontario, Canada	$13.1M	-$1.88M	1	0.93%	Reduced
259	Associated Banc-Corp Green Bay, Wisconsin	$12.9M	-$1.01M	1	0.75%	Reduced
260	Hancock Whitney Gulfport, Mississippi	$12.9M	-$801K	1	0.41%	Reduced
261	JP Morgan Private Wealth Advisors San Francisco, California	$12.8M	+$6.53M	2	0.07%	Increased
262	Federated Hermes Pittsburgh, Pennsylvania	$12.8M	-$8.11M	3	0.03%	Reduced
263	KBC Group Brussels, Belgium	$12.8M	-$2.75M	4	0.11%	Reduced
264	Marshall Wace London, United Kingdom	$12.8M	+$10.8M	3	0.12%	Increased
265	AIM Avity Investment Management Greenwich, Connecticut	$12.7M	-$11.3M	1	1.54%	Reduced
266	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.7M	+$168K	1	2.27%	Increased
267	LPL Financial San Diego, California	$12.6M	+$26.2K	4	0.03%	Increased
268	AR Advisory Research Chicago, Illinois	$12.6M	+$605K	2	0.24%	Increased
269	GAI General American Investors New York	$12.4M	$0	1	1.23%	Maintained
270	Kornitzer Capital Management Shawnee Mission, Kansas	$12.2M	+$186K	2	0.22%	Increased
271	Ancora Advisors Cleveland, Ohio	$12.1M	+$97.1K	1	0.55%	Increased
272	SCM SKBA Capital Management San Francisco, California	$12M	-$923K	1	1.93%	Reduced
273	Loews Corp New York	$11.9M	+$232K	3	0.1%	Increased
274	Meyer Handelman Company Rye Brook, New York	$11.9M	+$57.2K	1	0.62%	Increased
275	LPU Lansdowne Partners (UK) London, United Kingdom	$11.8M	-$7.09M	1	0.26%	Reduced