← 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
201	Natixis Advisors Boston, Massachusetts	$18.3M	+$496K	3	0.24%	Increased
202	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$18.3M	+$2.1M	1	3.92%	Increased
203	RHJA Rice Hall James & Associates San Diego, California	$18.1M	-$3.77M	1	0.94%	Reduced
204	Commerce Bank Kansas City, Missouri	$17.7M	+$110K	2	0.28%	Increased
205	Pinnacle Associates New York	$17.6M	+$25K	1	0.35%	Increased
206	STB S&T Bank Indiana, Pennsylvania	$17.3M	-$1.98M	1	2.87%	Reduced
207	SGA Strategic Global Advisors Newport Beach, California	$17.1M	-$6.69K	1	6.4%	Reduced
208	GC Globeflex Capital San Diego, California	$17.1M	-$128K	2	4.27%	Reduced
209	Cullen/Frost Bankers San Antonio, Texas	$17M	-$145K	1	0.61%	Reduced
210	Zurich Cantonal Bank Zurich, Switzerland	$16.9M	+$3.93M	5	0.18%	Increased
211	Suntrust Banks Atlanta, Georgia	$16.8M	+$1.24M	3	0.1%	Increased
212	Robeco Schweiz Zurich, Switzerland	$16.8M	-$3.1M	3	1.46%	Reduced
213	Trillium Asset Management Boston, Massachusetts	$16.8M	-$4.01M	1	1.08%	Reduced
214	NCGI Next Century Growth Investors Plymouth, Minnesota	$16.4M	-$437K	1	0.75%	Reduced
215	Churchill Management Los Angeles, California	$16.4M	+$4.49M	1	0.67%	Increased
216	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$15.8M	-$2.86M	1	0.93%	Reduced
217	Creative Planning Overland Park, Kansas	$15.7M	+$13K	5	0.1%	Increased
218	Gabelli Funds Rye, New York	$15.6M	$0	1	0.09%	Maintained
219	SCA Summit Creek Advisors Minneapolis, Minnesota	$15.6M	-$207K	1	2.56%	Reduced
220	CHAM Clear Harbor Asset Management Stamford, Connecticut	$15.6M	+$284K	1	3.41%	Increased
221	Hancock Whitney Gulfport, Mississippi	$15.6M	+$15.2M	2	0.62%	New
222	TU TDAM USA Toronto, Ontario, Canada	$15.5M	+$133K	1	0.77%	Increased
223	MC Martin Currie Edinburgh, United Kingdom	$15.3M	-$323K	1	1.38%	Reduced
224	Whittier Trust South Pasadena, California	$15.3M	-$32K	3	0.67%	Reduced
225	KBC Group Brussels, Belgium	$15.2M	+$2.56M	4	0.18%	Increased