← 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
Commerce Bank
Missouri
$30.1M +$124K 3 0.31% Increased
152
KeyBank National Association
KeyBank National Association
Ohio
$30.1M -$356K 3 0.17% Reduced
153
JCM
Janney Capital Management
Pennsylvania
$30M -$1.2M 1 1.67% Reduced
154
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$29.5M -$2.52M 1 0.26% Reduced
155
Chevy Chase Trust
Chevy Chase Trust
Maryland
$29.3M -$158K 1 0.12% Reduced
156
TD Asset Management
TD Asset Management
Ontario, Canada
$28.6M -$4.35M 3 0.04% Reduced
157
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$28.6M -$97.1K 5 0.24% Reduced
158
Gotham Asset Management
Gotham Asset Management
New York
$28.4M -$6.97M 1 0.5% Reduced
159
ICOM
Investment Counselors of Maryland
Maryland
$28M -$62.8K 1 1.3% Reduced
160
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$27.7M +$1.17M 2 0.33% Increased
161
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$27.3M -$986K 1 2.53% Reduced
162
SIC
Schwartz Investment Counsel
Michigan
$26.9M +$810K 1 1.37% Increased
163
Asset Management One
Asset Management One
Japan
$26.5M -$1.06M 3 0.13% Reduced
164
KC
KCL Capital
New York
$26.2M $0 1 4.07% Maintained
165
ACI
AMP Capital Investors
Australia
$26.1M +$2.4M 2 0.15% Increased
166
Bessemer Group
Bessemer Group
New Jersey
$25.8M +$224K 2 0.09% Increased
167
Becker Capital Management
Becker Capital Management
Oregon
$25.8M -$1.11M 2 0.99% Reduced
168
Creative Planning
Creative Planning
Kansas
$25.3M -$318K 3 0.08% Reduced
169
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$25.2M -$733K 1 0.3% Reduced
170
Artemis Investment Management
Artemis Investment Management
United Kingdom
$24.7M +$5.29M 1 0.34% Increased
171
Korea Investment Corp
Korea Investment Corp
South Korea
$24.6M -$1.64M 2 0.1% Reduced
172
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$24.6M +$393K 1 0.09% Increased
173
Aberdeen Group
Aberdeen Group
United Kingdom
$24.5M -$23M 2 0.06% Reduced
174
WIC
Willis Investment Counsel
Georgia
$24.4M +$1.68M 1 1.63% Increased
175
Whittier Trust
Whittier Trust
California
$23.9M +$161K 4 0.68% Increased