← 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	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$17.4M	-$201M	1	0.03%	Reduced
202	Citigroup New York	$17.2M	+$7.02M	5	0.02%	Increased
203	Cullen/Frost Bankers San Antonio, Texas	$17.1M	-$297K	1	0.59%	Reduced
204	WIC Willis Investment Counsel Gainesville, Georgia	$16.9M	+$3.52M	1	1.26%	Increased
205	Suntrust Banks Atlanta, Georgia	$16.4M	-$865K	3	0.1%	Reduced
206	FP Foundry Partners Minneapolis, Minnesota	$16.4M	+$2.73M	2	0.71%	Increased
207	Glenmede Trust Philadelphia, Pennsylvania	$16.3M	-$2.48M	3	0.09%	Reduced
208	CHAM Clear Harbor Asset Management Stamford, Connecticut	$16.2M	-$277K	1	3.41%	Reduced
209	Polar Asset Management Partners Toronto, Ontario, Canada	$16.1M	+$15.8M	1	0.44%	New
210	RHJA Rice Hall James & Associates San Diego, California	$16.1M	-$4.53M	1	0.81%	Reduced
211	Hancock Whitney Gulfport, Mississippi	$16M	+$6.51K	2	0.6%	Increased
212	Gabelli Funds Rye, New York	$15.9M	-$65.6K	1	0.09%	Reduced
213	Creative Planning Overland Park, Kansas	$15.9M	-$146K	5	0.1%	Reduced
214	STB S&T Bank Indiana, Pennsylvania	$15.8M	-$2.37M	1	2.54%	Reduced
215	SCA Summit Creek Advisors Minneapolis, Minnesota	$15.8M	-$85.5K	1	2.7%	Reduced
216	UBS O'Connor Chicago, Illinois	$15.6M	+$15.3M	1	0.3%	New
217	Whittier Trust South Pasadena, California	$15.5M	-$101K	3	0.66%	Reduced
218	CCP Clough Capital Partners Boston, Massachusetts	$15.4M	+$5.63M	1	1.02%	Increased
219	MC Martin Currie Edinburgh, United Kingdom	$15.4M	-$249K	1	1.44%	Reduced
220	Point72 Asset Management Stamford, Connecticut	$15.3M	+$7.98M	2	0.11%	Increased
221	Comerica Bank Dallas, Texas	$15.1M	+$238K	4	0.12%	Increased
222	SCP Sandhill Capital Partners Buffalo, New York	$15.1M	+$589K	1	4.14%	Increased
223	TU TDAM USA Toronto, Ontario, Canada	$15.1M	-$756K	1	0.79%	Reduced
224	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$15M	-$3.57M	1	3.36%	Reduced
225	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$14.1M	+$62.5K	1	1.67%	Increased