← 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	Williams Jones & Associates New York	$8.93M	+$594K	2	0.36%	Increased
277	Johnson Investment Counsel Cincinnati, Ohio	$8.63M	-$21.8M	1	0.29%	Reduced
278	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.59M	+$57.3K	2	0.17%	Increased
279	Numeric Investors Boston, Massachusetts	$8.55M	+$5.71M	3	0.11%	Increased
280	CCM Concourse Capital Management Atlanta, Georgia	$8.52M	+$479K	1	4.67%	Increased
281	MCM McRae Capital Management Morristown, New Jersey	$8.49M	+$204K	1	3.92%	Increased
282	AC AFAM Capital Austin, Texas	$8.41M	-$52.2K	1	1.08%	Reduced
283	LNB Ledyard National Bank	$8.37M	-$51.9K	1	1.5%	Reduced
284	KBC Group Brussels, Belgium	$8.34M	-$1.15M	4	0.11%	Reduced
285	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$8.33M	+$6.7M	3	0.71%	Increased
286	ORIO Old Republic International (ORI) Chicago, Illinois	$8.29M	$0	1	0.46%	Maintained
287	IRF IBM Retirement Fund Armonk, New York	$8.16M	+$160K	2	0.15%	Increased
288	EBIM Eagle Boston Investment Management Boston, Massachusetts	$8.07M	-$2.72M	1	0.68%	Reduced
289	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.88M	-$9.67K	1	1.07%	Reduced
290	BCMNY Buckingham Capital Management (New York) New York	$7.8M	-$939K	1	0.68%	Reduced
291	MC Martin Currie Edinburgh, United Kingdom	$7.79M	-$313K	1	0.7%	Reduced
292	WIC Willis Investment Counsel Gainesville, Georgia	$7.76M	+$211K	1	0.72%	Increased
293	ExxonMobil Investment Management Irving, Texas	$7.75M	+$152K	1	0.18%	Increased
294	HFS Haverford Financial Services Radnor, Pennsylvania	$7.71M	-$215K	1	3.13%	Reduced
295	Natixis Advisors Boston, Massachusetts	$7.58M	-$1.78M	2	0.13%	Reduced
296	LSC Lesa Sroufe & Co Seattle, Washington	$7.54M	-$306K	1	4.96%	Reduced
297	DSI Daiwa SB Investments Tokyo, Japan	$7.49M	+$7.27M	1	1.34%	Increased
298	Glenmede Trust Philadelphia, Pennsylvania	$7.33M	-$221K	2	0.05%	Reduced
299	IMOV Investment Management of Virginia Richmond, Virginia	$7.28M	-$5.26M	1	1.66%	Reduced
300	Robeco Schweiz Zurich, Switzerland	$7.28M	-$3.45M	2	0.57%	Reduced