← 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
176	Commerce Bank Kansas City, Missouri	$25.7M	+$49.8K	2	0.34%	Increased
177	Zurich Cantonal Bank Zurich, Switzerland	$25.4M	-$5.1M	4	0.23%	Reduced
178	MAA Matrix Asset Advisors White Plains, New York	$25M	-$3.12K	1	4.12%	Reduced
179	CIBC World Markets New York	$24.5M	+$17.9M	1	0.26%	Increased
180	SCCM Schafer Cullen Capital Management New York	$24.4M	-$1.17M	1	0.29%	Reduced
181	SGAM Smith Group Asset Management Dallas, Texas	$24.2M	-$3.72M	1	0.8%	Reduced
182	SC Shellback Capital Boston, Massachusetts	$24M	+$20.9M	1	1.75%	Increased
183	British Columbia Investment Management Victoria, British Columbia, Canada	$23.6M	-$19.5M	2	0.18%	Reduced
184	Gateway Investment Advisers Cincinnati, Ohio	$23.6M	-$159K	1	0.21%	Reduced
185	Natixis Advisors Boston, Massachusetts	$23.5M	+$816K	3	0.23%	Increased
186	PJC Pelorus Jack Capital San Francisco, California	$23.4M	+$9.9M	1	1.62%	Increased
187	Janney Montgomery Scott Philadelphia, Pennsylvania	$23.3M	-$506K	3	0.23%	Reduced
188	Nomura Asset Management Tokyo, Japan	$23.3M	+$2.54M	2	0.25%	Increased
189	ACI AMP Capital Investors Sydney, Australia	$22.9M	-$473K	3	0.13%	Reduced
190	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.9M	-$282K	1	2.68%	Reduced
191	Retirement Systems of Alabama Montgomery, Alabama	$22.6M	-$177K	2	0.11%	Reduced
192	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$22.4M	-$84.5K	1	0.52%	Reduced
193	ACM Argent Capital Management St Louis, Missouri	$22.3M	+$1.25M	3	0.82%	Increased
194	AL AJO LP Philadelphia, Pennsylvania	$22.1M	-$9.28M	3	0.1%	Reduced
195	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$22M	-$174K	2	0.05%	Reduced
196	SAM Scopus Asset Management New York	$21.9M	+$22.5M	1	0.2%	New
197	Creative Planning Overland Park, Kansas	$21.8M	-$148K	4	0.09%	Reduced
198	Citigroup New York	$21M	+$1.3M	5	0.02%	Increased
199	Pictet Asset Management (UK) London, United Kingdom	$21M	-$319K	2	0.05%	Reduced
200	Emerald Advisers Leola, Pennsylvania	$21M	+$7.61M	1	0.84%	Increased