← 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	Glenmede Trust Philadelphia, Pennsylvania	$19.5M	+$1.53M	2	0.09%	Increased
202	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$19.2M	$0	1	0.03%	Maintained
203	Artemis Investment Management Edinburgh, United Kingdom	$19.2M	+$12.4M	1	0.52%	Increased
204	WIC Willis Investment Counsel Gainesville, Georgia	$18.8M	+$121K	1	1.41%	Increased
205	Pinnacle Associates New York	$18.7M	-$769K	1	0.36%	Reduced
206	CHAM Clear Harbor Asset Management Stamford, Connecticut	$18.6M	-$322K	1	3.75%	Reduced
207	Tocqueville Asset Management New York	$18.4M	-$2.51M	2	0.22%	Reduced
208	Creative Planning Overland Park, Kansas	$17.9M	-$32.2K	5	0.1%	Reduced
209	Cullen/Frost Bankers San Antonio, Texas	$17.8M	-$1.04M	1	0.61%	Reduced
210	MC Martin Currie Edinburgh, United Kingdom	$17.6M	+$561K	1	1.45%	Increased
211	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$17.5M	+$5.27M	4	0.22%	Increased
212	UBS O'Connor Chicago, Illinois	$17.5M	+$164K	1	0.29%	Increased
213	BCM Barometer Capital Management Toronto, Ontario, Canada	$17.4M	+$2.18M	1	1.51%	Increased
214	SCP Sandhill Capital Partners Buffalo, New York	$17.4M	+$753K	1	4.08%	Increased
215	Gabelli Funds Rye, New York	$17.4M	-$142K	1	0.1%	Reduced
216	Comerica Bank Dallas, Texas	$17.3M	+$132K	4	0.13%	Increased
217	Whittier Trust South Pasadena, California	$17.1M	-$51.5K	3	0.69%	Reduced
218	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17.1M	+$453K	1	3.61%	Increased
219	TU TDAM USA Toronto, Ontario, Canada	$16.5M	-$91.1K	1	0.84%	Reduced
220	CAM ClariVest Asset Management San Diego, California	$15.6M	-$1.14M	2	0.39%	Reduced
221	Suntrust Banks Atlanta, Georgia	$15.5M	-$2.78M	2	0.1%	Reduced
222	Hancock Whitney Gulfport, Mississippi	$15.4M	-$2.31M	2	0.64%	Reduced
223	CC Carlson Capital Dallas, Texas	$15.2M	-$12.5M	1	0.19%	Reduced
224	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.2M	-$373K	1	1.77%	Reduced
225	BB&T Securities Richmond, Virginia	$14.9M	+$2.49M	3	0.2%	Increased