← 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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$26.4M	+$4.66M	4	0.17%	Increased
152	ORIO Old Republic International (ORI) Chicago, Illinois	$26M	$0	1	0.77%	Maintained
153	TC Towle & Co Denver, Colorado	$25M	+$11.1M	1	3.23%	Increased
154	KeyBank National Association Cleveland, Ohio	$24.9M	-$1.94M	2	0.16%	Reduced
155	Pinnacle Associates New York	$24.9M	-$743K	2	0.64%	Reduced
156	Chevy Chase Trust Bethesda, Maryland	$24.5M	+$55K	1	0.12%	Increased
157	Obermeyer Wealth Partners Aspen, Colorado	$24.1M	-$145K	1	2.44%	Reduced
158	AIM Assured Investment Management New York	$24.1M	+$21.2M	1	0.68%	Increased
159	VOYA Investment Management Atlanta, Georgia	$23.7M	+$5.53M	4	0.06%	Increased
160	AIG American International Group New York	$23.4M	-$329K	5	0.1%	Reduced
161	Fuller & Thaler Asset Management San Mateo, California	$23.3M	+$28.4M	2	0.34%	Increased
162	Zurich Cantonal Bank Zurich, Switzerland	$23.2M	+$104K	4	0.23%	Increased
163	Commerce Bank Kansas City, Missouri	$23.2M	+$1.13M	2	0.3%	Increased
164	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$23.1M	-$17.8M	3	0.03%	Reduced
165	BNP Paribas Financial Markets Paris, France	$22.8M	+$11.6M	6	0.05%	Increased
166	CMG Cavalry Management Group San Francisco, California	$21.8M	+$22.4M	1	5.07%	New
167	SIC Schwartz Investment Counsel Plymouth, Michigan	$21.5M	+$1.87M	1	1.32%	Increased
168	Man Group London, United Kingdom	$21.1M	-$3.11M	3	0.09%	Reduced
169	AIM Avity Investment Management Greenwich, Connecticut	$21M	-$1.8M	1	2.93%	Reduced
170	MUFG Securities EMEA London, United Kingdom	$21M	-$1.68M	1	0.21%	Reduced
171	Westwood Holdings Group Dallas, Texas	$20.9M	+$19.1M	2	0.24%	Increased
172	SGAM Smith Group Asset Management Dallas, Texas	$20.8M	-$607K	1	0.73%	Reduced
173	Natixis Advisors Boston, Massachusetts	$20.5M	-$1.17M	2	0.2%	Reduced
174	MAA Matrix Asset Advisors White Plains, New York	$20.5M	+$147K	1	3.8%	Increased
175	OCM Osterweis Capital Management San Francisco, California	$20.5M	+$11.2M	1	1.57%	Increased