← 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	Haverford Trust Company Radnor, Pennsylvania	$34.7M	-$990K	1	0.7%	Reduced
152	STRS Ohio Columbus, Ohio	$34.3M	-$1.8M	4	0.15%	Reduced
153	Robeco Institutional Asset Management Rotterdam, Netherlands	$33.4M	-$65.1M	3	0.16%	Reduced
154	Man Group London, United Kingdom	$32.7M	+$34.4M	4	0.15%	New
155	GC GMT Capital Atlanta, Georgia	$32.2M	-$62.5M	1	0.77%	Reduced
156	Federated Hermes Pittsburgh, Pennsylvania	$32.2M	-$22.4M	3	0.09%	Reduced
157	Swiss Life Asset Management Zurich,	$32M	+$28.6M	2	0.56%	Increased
158	TD Asset Management Toronto, Ontario, Canada	$31.9M	-$1.08M	3	0.05%	Reduced
159	KeyBank National Association Cleveland, Ohio	$31.8M	-$1.1M	3	0.19%	Reduced
160	Fiera Capital (Canada) Montreal, Quebec, Canada	$31.4M	-$2.03M	1	0.15%	Reduced
161	TC Towle & Co Denver, Colorado	$30.6M	-$3.7M	1	3.25%	Reduced
162	ORIO Old Republic International (ORI) Chicago, Illinois	$30.2M	$0	1	0.97%	Maintained
163	Thrivent Financial for Lutherans Minneapolis, Minnesota	$30.1M	-$68.8M	3	0.1%	Reduced
164	Chevy Chase Trust Bethesda, Maryland	$29.8M	-$857K	1	0.13%	Reduced
165	AIG American International Group New York	$29.1M	-$2.44M	4	0.1%	Reduced
166	Obermeyer Wealth Partners Aspen, Colorado	$29.1M	-$452K	1	2.64%	Reduced
167	TCM Tran Capital Management San Rafael, California	$28.9M	+$32.1M	1	3.76%	New
168	PIMC Praesidium Investment Management Company New York	$28.9M	+$717K	1	2.37%	Increased
169	Aviva London, United Kingdom	$28.7M	+$4.51M	2	0.18%	Increased
170	Citadel Advisors Miami, Florida	$27.5M	-$3.15M	5	0.01%	Reduced
171	Davis Selected Advisers Tucson, Arizona	$27.1M	+$239K	1	0.12%	Increased
172	TimesSquare Capital Management New York	$26.9M	+$8.51M	1	0.18%	Increased
173	Glenmede Trust Philadelphia, Pennsylvania	$26.7M	$0	4	0.11%	Maintained
174	Jupiter Investment Management London, United Kingdom	$26.2M	+$1.16M	1	0.21%	Increased
175	AIM Avity Investment Management Greenwich, Connecticut	$26.1M	+$1.7M	1	3.41%	Increased