← 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	AIG American International Group New York	$29.3M	-$335K	4	0.11%	Reduced
152	Zurich Cantonal Bank Zurich, Switzerland	$28.4M	-$3.9K	5	0.24%	Reduced
153	Man Group London, United Kingdom	$28.4M	-$7.77M	4	0.1%	Reduced
154	Obermeyer Wealth Partners Aspen, Colorado	$28.4M	-$931K	1	2.55%	Reduced
155	Natixis Advisors Boston, Massachusetts	$27.9M	+$646K	2	0.23%	Increased
156	ICOM Investment Counselors of Maryland Baltimore, Maryland	$27.6M	+$290K	1	1.28%	Increased
157	Asset Management One Tokyo, Japan	$27.2M	+$1.17M	3	0.13%	Increased
158	Korea Investment Corp Seoul, South Korea	$26.1M	-$15.9M	2	0.11%	Reduced
159	SIC Schwartz Investment Counsel Plymouth, Michigan	$26.1M	$0	1	1.34%	Maintained
160	Bessemer Group Woodbridge, New Jersey	$25.6M	+$24.4M	3	0.09%	Increased
161	Aviva London, United Kingdom	$25M	-$605K	2	0.17%	Reduced
162	Becker Capital Management Portland, Oregon	$24.7M	+$249K	2	0.89%	Increased
163	NIMC NWQ Investment Management Company Los Angeles, California	$24.7M	-$683K	2	0.55%	Reduced
164	Treasurer of the State of North Carolina Raleigh, North Carolina	$24.3M	-$626K	2	0.15%	Reduced
165	Gateway Investment Advisers Cincinnati, Ohio	$24.3M	-$67K	1	0.22%	Reduced
166	Fuller & Thaler Asset Management San Mateo, California	$24.2M	+$151K	2	0.28%	Increased
167	KC KCL Capital New York	$23.9M	+$25.5M	1	2.22%	New
168	Janney Montgomery Scott Philadelphia, Pennsylvania	$23.9M	+$100K	2	0.18%	Increased
169	Fiera Capital (Canada) Montreal, Quebec, Canada	$23.7M	-$1.04M	1	0.09%	Reduced
170	ACI AMP Capital Investors Sydney, Australia	$23.5M	-$136K	2	0.13%	Reduced
171	Retirement Systems of Alabama Montgomery, Alabama	$23.4M	+$23.2K	2	0.11%	Increased
172	Foresters Investment Management New York	$23.3M	-$749K	1	0.42%	Reduced
173	SGAM Smith Group Asset Management Dallas, Texas	$22.9M	-$1.89M	1	0.77%	Reduced
174	Creative Planning Overland Park, Kansas	$22.9M	-$288K	3	0.08%	Reduced
175	Whittier Trust South Pasadena, California	$22.7M	+$339K	4	0.67%	Increased