← 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	Commerce Bank Kansas City, Missouri	$30M	+$2.59M	2	0.36%	Increased
152	Chevy Chase Trust Bethesda, Maryland	$29.3M	-$230K	1	0.12%	Reduced
153	DekaBank Deutsche Girozentrale Frankfurt, Germany	$29.1M	-$4.73M	4	0.17%	Reduced
154	AIG American International Group New York	$28.9M	+$1.48M	5	0.11%	Increased
155	KeyBank National Association Cleveland, Ohio	$28.8M	-$431K	2	0.17%	Reduced
156	State of Tennessee, Department of Treasury Nashville, Tennessee	$28.6M	+$9.48M	3	0.14%	Increased
157	Obermeyer Wealth Partners Aspen, Colorado	$28.4M	+$64.1K	1	2.67%	Increased
158	Pinnacle Associates New York	$28.2M	-$841K	2	0.64%	Reduced
159	Zurich Cantonal Bank Zurich, Switzerland	$27.6M	+$236K	4	0.25%	Increased
160	AIM Assured Investment Management New York	$26.8M	-$5.56M	3	0.3%	Reduced
161	Natixis Advisors Boston, Massachusetts	$26.4M	+$2.27M	2	0.23%	Increased
162	MCIM Meadow Creek Investment Management Atlanta, Georgia	$25.8M	+$12.9M	4	0.53%	Increased
163	Aviva London, United Kingdom	$25.7M	-$8.24M	2	0.17%	Reduced
164	Becker Capital Management Portland, Oregon	$25.5M	-$598K	2	0.94%	Reduced
165	Asset Management One Tokyo, Japan	$25.4M	-$37.4M	3	0.14%	Reduced
166	SIC Schwartz Investment Counsel Plymouth, Michigan	$25.2M	$0	1	1.35%	Maintained
167	Fuller & Thaler Asset Management San Mateo, California	$25.2M	-$5.19M	2	0.32%	Reduced
168	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$24.5M	+$3.03M	2	0.04%	Increased
169	GGHC Gilder Gagnon Howe & Co New York	$24.2M	-$940K	2	0.26%	Reduced
170	Treasurer of the State of North Carolina Raleigh, North Carolina	$24.2M	+$263K	2	0.16%	Increased
171	SGAM Smith Group Asset Management Dallas, Texas	$24.1M	-$287K	1	0.78%	Reduced
172	ICOM Investment Counselors of Maryland Baltimore, Maryland	$24.1M	+$928K	1	1.17%	Increased
173	Ceredex Value Advisors Orlando, Florida	$24M	+$23.2M	1	0.29%	New
174	SCM Stevens Capital Management Radnor, Pennsylvania	$23.8M	+$12.4M	2	1.02%	Increased
175	Adage Capital Partners Boston, Massachusetts	$23.6M	-$11.8M	1	0.06%	Reduced