← 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
276	GC Gratry & Company Beachwood, Ohio	$9.51M	-$176K	1	3.11%	Reduced
277	Los Angeles Capital Management Los Angeles, California	$9.42M	+$2.9M	2	0.11%	Increased
278	Commerzbank Aktiengesellschaft Frankfurt, Germany	$9.41M	-$2.48M	2	0.05%	Reduced
279	ExxonMobil Investment Management Irving, Texas	$9.4M	-$176K	1	0.22%	Reduced
280	State of Tennessee, Department of Treasury Nashville, Tennessee	$9.32M	-$9.18M	3	0.05%	Reduced
281	AC AFAM Capital Austin, Texas	$9.31M	-$18.9K	1	1.26%	Reduced
282	ORIO Old Republic International (ORI) Chicago, Illinois	$9.29M	+$8.68M	1	1.22%	New
283	GIP Granite Investment Partners El Segundo, California	$9.22M	+$374K	1	1.42%	Increased
284	Raymond James & Associates St Petersburg, Florida	$9.08M	+$1.49M	3	0.07%	Increased
285	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.91M	-$472K	1	2.24%	Reduced
286	TCM Tygh Capital Management Portland, Oregon	$8.82M	+$4.76M	2	1.85%	Increased
287	CIM Calvert Investment Management Bethesda, Maryland	$8.65M	+$7.76M	1	0.63%	Increased
288	Whittier Trust South Pasadena, California	$8.56M	-$618K	3	0.44%	Reduced
289	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.31M	-$19.9K	1	1.18%	Reduced
290	BOK Financial Tulsa, Oklahoma	$8.3M	-$1.81M	1	0.28%	Reduced
291	MC Martin Currie Edinburgh, United Kingdom	$8.21M	+$1.61M	1	0.75%	Increased
292	PC Pier Capital Stamford, Connecticut	$8.13M	-$401K	1	1.08%	Reduced
293	Aperio Group Sausalito, California	$8.02M	-$7.1M	0	–	Closed
294	Mutual of America Capital Management New York	$8.02M	-$672K	1	0.2%	Reduced
295	Axa Paris, France	$7.99M	+$818K	1	0.04%	Increased
296	Renaissance Technologies New York	$7.79M	-$16.9M	1	0.02%	Reduced
297	BPBT Boston Private Bank & Trust Boston, Massachusetts	$7.78M	+$482K	2	0.39%	Increased
298	Mackenzie Financial Toronto Ontario, Ontario, Canada	$7.77M	-$921K	2	0.04%	Reduced
299	GWM Greenwich Wealth Management Greenwich, Connecticut	$7.77M	$0	1	0.79%	Maintained
300	QIM Quest Investment Management Lake Oswego, Oregon	$7.65M	-$1.64M	1	0.66%	Reduced