← 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
401	Segall Bryant & Hamill Chicago, Illinois	$4.05M	-$127K	1	0.1%	Reduced
402	WBC Westpac Banking Corp Sydney, Australia	$4.02M	+$1.39M	2	0.04%	Increased
403	Mirae Asset Global Investments Seoul, South Korea	$3.96M	+$83.5K	1	0.09%	Increased
404	CIBC Asset Management Toronto, Ontario, Canada	$3.92M	-$220K	2	0.02%	Reduced
405	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.92M	-$20.2K	3	0.18%	Reduced
406	WIC Willis Investment Counsel Gainesville, Georgia	$3.89M	+$3.74M	1	0.38%	New
407	FTC Farmers Trust Company Youngstown, Ohio	$3.88M	+$3.34M	1	1.31%	Increased
408	GH GAM Holding Zurich, Switzerland	$3.86M	-$50.8K	3	0.06%	Reduced
409	Huntington National Bank Columbus, Ohio	$3.81M	-$253K	1	0.08%	Reduced
410	Zurich Cantonal Bank Zurich, Switzerland	$3.81M	-$1.19M	4	0.11%	Reduced
411	ECM EagleClaw Capital Management Boston, Massachusetts	$3.8M	-$117K	1	2.58%	Reduced
412	B BP London, United Kingdom	$3.78M	$0	1	0.12%	Maintained
413	SAMNY Samsung Asset Management (New York) New York	$3.78M	+$148K	1	1.18%	Increased
414	MUFG Americas New York	$3.77M	+$1.86M	1	0.12%	Increased
415	HR Howe & Rusling Rochester, New York	$3.75M	+$23.5K	2	0.84%	Increased
416	CIBC Private Wealth Group Atlanta, Georgia	$3.73M	+$329K	1	0.03%	Increased
417	CF CNA Financial Chicago, Illinois	$3.73M	$0	1	0.68%	Maintained
418	AIA Alerus Investment Advisors Wayzata, Minnesota	$3.73M	+$106K	1	0.64%	Increased
419	Clark Capital Management Group Philadelphia, Pennsylvania	$3.7M	-$71.8K	1	0.31%	Reduced
420	QIM Quantitative Investment Management Charlottesville, Virginia	$3.67M	+$781K	2	0.66%	Increased
421	SFS Strategic Financial Services Utica, New York	$3.65M	+$40.1K	1	1.01%	Increased
422	PWPCM Perella Weinberg Partners Capital Management New York	$3.61M	+$3.47M	1	0.27%	New
423	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.55M	-$70.4K	2	0.73%	Reduced
424	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.49M	+$107K	1	0.51%	Increased
425	BB&T Securities Richmond, Virginia	$3.49M	+$505K	1	0.08%	Increased