← 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
151	TC Towle & Co Denver, Colorado	$21.4M	+$38.1K	1	4.89%	Increased
152	Kornitzer Capital Management Shawnee Mission, Kansas	$21.4M	+$20.7M	1	0.34%	New
153	MAA Matrix Asset Advisors White Plains, New York	$21.2M	+$426K	1	3.03%	Increased
154	CC Chubb Corp Warren, New Jersey	$20.8M	$0	1	1.2%	Maintained
155	Douglas C. Lane & Associates New York	$20.7M	+$381K	1	0.59%	Increased
156	Chevy Chase Trust Bethesda, Maryland	$20.1M	+$494K	1	0.13%	Increased
157	Nomura Asset Management Tokyo, Japan	$19.9M	+$496K	2	0.4%	Increased
158	Retirement Systems of Alabama Montgomery, Alabama	$19.5M	-$250K	1	0.12%	Reduced
159	Teacher Retirement System of Texas Austin, Texas	$19.2M	+$1.38M	5	0.15%	Increased
160	British Columbia Investment Management Victoria, British Columbia, Canada	$19.1M	-$1.25M	2	0.2%	Reduced
161	LCM LG Capital Management Owings Mills, Maryland	$18.9M	+$2.02M	1	8.72%	Increased
162	Ferguson Wellman Capital Management Portland, Oregon	$18.8M	+$471K	1	0.84%	Increased
163	SAM Steinberg Asset Management New York	$18.7M	-$676K	1	2.91%	Reduced
164	HSBC Holdings London, United Kingdom	$18.4M	-$825K	3	0.05%	Reduced
165	ALPS Advisors Denver, Colorado	$18.4M	+$54K	1	0.19%	Increased
166	Federated Hermes Pittsburgh, Pennsylvania	$18.4M	-$31.9M	2	0.06%	Reduced
167	Canada Life Winnipeg, Manitoba, Canada	$18M	+$3.96M	4	0.07%	Increased
168	BAPIM British Airways Pensions Investment Management London, United Kingdom	$17.9M	-$9.26M	1	0.61%	Reduced
169	Aviva London, United Kingdom	$17.9M	-$1.92M	2	0.15%	Reduced
170	Raymond James & Associates St Petersburg, Florida	$17.9M	-$24.7M	3	0.07%	Reduced
171	Waddell & Reed Financial Overland Park, Kansas	$17.5M	-$15.4M	1	0.03%	Reduced
172	Cullen/Frost Bankers San Antonio, Texas	$17.1M	-$2.44M	1	0.68%	Reduced
173	PP PDT Partners New York	$17M	+$18.5M	2	0.38%	Increased
174	Macquarie Group Sydney, NSW 2000, Australia	$17M	+$1.43M	4	0.04%	Increased
175	AIM Avity Investment Management Greenwich, Connecticut	$16.9M	+$1.66M	1	2.73%	Increased