← 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	KeyBank National Association Cleveland, Ohio	$33.6M	-$160K	3	0.19%	Reduced
152	Citigroup New York	$33.5M	+$9.67M	6	0.03%	Increased
153	SIM Sadoff Investment Management Milwaukee, Wisconsin	$32.8M	+$46.5K	1	2.84%	Increased
154	Element Capital Management New York	$32.8M	+$8.07M	1	0.66%	Increased
155	ORIO Old Republic International (ORI) Chicago, Illinois	$32.8M	$0	1	0.95%	Maintained
156	Korea Investment Corp Seoul, South Korea	$32.2M	-$5.15M	2	0.15%	Reduced
157	Pinnacle Associates New York	$31.7M	-$2.46M	2	0.66%	Reduced
158	TCM Tran Capital Management San Rafael, California	$31.4M	-$1.01M	1	3.89%	Reduced
159	Royal London Asset Management United Kingdom	$31.3M	+$14.1M	2	0.32%	Increased
160	Chevy Chase Trust Bethesda, Maryland	$30.9M	-$973K	1	0.13%	Reduced
161	Obermeyer Wealth Partners Aspen, Colorado	$30.6M	-$456K	1	2.59%	Reduced
162	Davis Selected Advisers Tucson, Arizona	$29.5M	+$16.6K	1	0.13%	Increased
163	Zurich Cantonal Bank Zurich, Switzerland	$29.4M	+$1.93M	4	0.25%	Increased
164	SAM Scopus Asset Management New York	$29.2M	+$27.5M	1	0.39%	New
165	DekaBank Deutsche Girozentrale Frankfurt, Germany	$29.1M	+$3.07M	4	0.17%	Increased
166	KBC Group Brussels, Belgium	$28.9M	-$2.04M	3	0.22%	Reduced
167	AIM Avity Investment Management Greenwich, Connecticut	$28.7M	-$42.1K	1	3.4%	Reduced
168	HSBC Holdings London, United Kingdom	$28.7M	+$246K	2	0.05%	Increased
169	SEI Investments Oaks, Pennsylvania	$28.5M	-$4M	5	0.1%	Reduced
170	MUFG Securities EMEA London, United Kingdom	$28.4M	+$14.1M	1	0.4%	Increased
171	AIG American International Group New York	$28.2M	-$165K	5	0.09%	Reduced
172	Man Group London, United Kingdom	$28.2M	+$7.82M	3	0.1%	Increased
173	Commerce Bank Kansas City, Missouri	$28.1M	+$500K	2	0.33%	Increased
174	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$27.9M	+$1.67M	2	1.62%	Increased
175	TC Towle & Co Denver, Colorado	$27.5M	+$678K	1	2.5%	Increased