← 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	LPL Financial San Diego, California	$50.5M	+$6.25M	5	0.05%	Increased
152	Regions Financial Corp Birmingham, Alabama	$49.3M	-$1.9M	2	0.43%	Reduced
153	Chevy Chase Trust Bethesda, Maryland	$48.2M	-$2.39M	2	0.16%	Reduced
154	Janney Montgomery Scott Philadelphia, Pennsylvania	$47M	+$1.61M	3	0.21%	Increased
155	BAMCO Inc New York	$46.7M	+$9.95M	2	0.11%	Increased
156	Thompson Siegel & Walmsley Richmond, Virginia	$46.5M	+$46.9M	1	0.64%	Increased
157	Glenmede Trust Philadelphia, Pennsylvania	$46.5M	+$1.71M	2	0.24%	Increased
158	KeyBank National Association Cleveland, Ohio	$45.8M	-$2.08M	3	0.2%	Reduced
159	Rockefeller Capital Management New York	$45M	+$248K	5	0.25%	Increased
160	Mackenzie Financial Toronto Ontario, Ontario, Canada	$43.3M	+$2.74M	3	0.06%	Increased
161	Asset Management One Tokyo, Japan	$43.3M	+$731K	2	0.16%	Increased
162	Panagora Asset Management Boston, Massachusetts	$42.1M	+$16.2M	5	0.23%	Increased
163	Pictet Asset Management (UK) London, United Kingdom	$42.1M	-$130K	5	0.05%	Reduced
164	Trillium Asset Management Boston, Massachusetts	$42M	+$6.84M	1	1.16%	Increased
165	Aberdeen Group Edinburgh, United Kingdom	$41.1M	-$11.1M	3	0.09%	Reduced
166	Segall Bryant & Hamill Chicago, Illinois	$41.1M	+$1.46M	2	0.4%	Increased
167	Assenagon Asset Management Senningerberg, Luxembourg	$40.2M	+$9.3M	2	0.14%	Increased
168	US Bancorp Minneapolis, Minnesota	$40.2M	-$1.33M	5	0.08%	Reduced
169	Pinnacle Associates New York	$39.6M	+$148K	2	0.72%	Increased
170	Artemis Investment Management Edinburgh, United Kingdom	$39.6M	+$19.4M	2	0.34%	Increased
171	Snyder Capital Management San Francisco, California	$39.6M	+$37.2M	1	1.11%	New
172	Fiera Capital (Canada) Montreal, Quebec, Canada	$39.4M	-$1.16M	1	0.1%	Reduced
173	Westfield Capital Management Boston, Massachusetts	$39.2M	+$11.9M	1	0.23%	Increased
174	Hardman Johnston Global Advisors Stamford, Connecticut	$38.9M	-$6.76M	1	0.94%	Reduced
175	Zurich Cantonal Bank Zurich, Switzerland	$38.8M	+$4.27M	5	0.22%	Increased