← 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	Zurich Cantonal Bank Zurich, Switzerland	$24.3M	+$811K	4	0.22%	Increased
177	SGAM Smith Group Asset Management Dallas, Texas	$24.2M	+$1.5M	1	0.7%	Increased
178	Emerald Advisers Leola, Pennsylvania	$23.9M	-$317K	1	0.9%	Reduced
179	Commerce Bank Kansas City, Missouri	$23.8M	-$255K	2	0.3%	Reduced
180	Natixis Advisors Boston, Massachusetts	$23.7M	+$1.62M	3	0.23%	Increased
181	Creative Planning Overland Park, Kansas	$23.4M	-$369K	4	0.09%	Reduced
182	MAA Matrix Asset Advisors White Plains, New York	$23.2M	-$191K	1	3.82%	Reduced
183	Nomura Asset Management Tokyo, Japan	$22.5M	+$819K	2	0.23%	Increased
184	ACI AMP Capital Investors Sydney, Australia	$22.3M	+$1M	2	0.12%	Increased
185	Retirement Systems of Alabama Montgomery, Alabama	$22.1M	-$369K	2	0.11%	Reduced
186	VOYA Investment Management Atlanta, Georgia	$21.9M	-$36.1M	4	0.05%	Reduced
187	Gateway Investment Advisers Cincinnati, Ohio	$21.8M	-$236K	1	0.19%	Reduced
188	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$21.8M	+$3.65M	2	0.04%	Increased
189	Jupiter Investment Management London, United Kingdom	$21.7M	-$2.26M	1	0.15%	Reduced
190	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.7M	+$278K	1	2.48%	Increased
191	Janney Montgomery Scott Philadelphia, Pennsylvania	$21.7M	-$114K	3	0.21%	Reduced
192	SIC Schwartz Investment Counsel Plymouth, Michigan	$21.5M	+$9.94M	1	1.23%	Increased
193	Nomura Holdings Tokyo, Japan	$21.5M	+$3.71M	2	0.07%	Increased
194	Citadel Advisors Miami, Florida	$21.5M	-$4.1M	6	0.01%	Reduced
195	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$21.4M	+$483K	1	0.5%	Increased
196	Citigroup New York	$21.3M	+$2.06M	6	0.02%	Increased
197	Federated Hermes Pittsburgh, Pennsylvania	$21.2M	-$10.9M	3	0.06%	Reduced
198	Element Capital Management New York	$20.9M	+$2.94M	1	0.56%	Increased
199	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$20.8M	+$613K	1	0.75%	Increased
200	ACM Argent Capital Management St Louis, Missouri	$20.6M	-$170K	2	0.74%	Reduced