← 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
226
Citadel Advisors
Citadel Advisors
Florida
$13.9M -$16.7M 3 0.01% Reduced
227
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$13.8M +$4.7M 2 0.72% Increased
228
BCM
Barometer Capital Management
Ontario, Canada
$13.7M +$78.7K 1 1.54% Increased
229
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$13.5M -$59.1K 2 0.13% Reduced
230
CAM
ClariVest Asset Management
California
$13.5M +$2.86M 2 0.36% Increased
231
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$13.2M -$8.23M 1 0.25% Reduced
232
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$13.1M $0 1 0.06% Maintained
233
JIR
James Investment Research
Ohio
$13.1M -$213K 1 0.34% Reduced
234
TPSF
Texas Permanent School Fund
Texas
$12.9M -$462K 3 0.17% Reduced
235
NCGI
Next Century Growth Investors
Minnesota
$12.8M -$3.82M 1 0.79% Reduced
236
Los Angeles Capital Management
Los Angeles Capital Management
California
$12.8M +$5.2M 1 0.1% Increased
237
GAI
General American Investors
New York
$12.7M $0 1 1.28% Maintained
238
HI
Honeywell International
North Carolina
$12.7M -$2.08M 1 0.42% Reduced
239
EBIM
Eagle Boston Investment Management
Massachusetts
$12.6M -$1.59K 1 1.5% Reduced
240
Granahan Investment Management
Granahan Investment Management
Massachusetts
$12.5M -$847K 1 0.43% Reduced
241
Capital International Sarl
Capital International Sarl
California
$12.5M -$171K 1 1.15% Reduced
242
Janus Henderson Group
Janus Henderson Group
$12.3M +$7.58M 3 0.09% Increased
243
Arizona State Retirement System
Arizona State Retirement System
Arizona
$12.3M -$57.1K 3 0.18% Reduced
244
Meyer Handelman Company
Meyer Handelman Company
New York
$12.2M $0 1 0.54% Maintained
245
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$12M -$84.5K 1 0.75% Reduced
246
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.9M +$2.06M 4 0.04% Increased
247
JCM
Jag Capital Management
Missouri
$11.9M -$1.71M 1 2.4% Reduced
248
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.8M $0 2 0.18% Maintained
249
SCM
SKBA Capital Management
California
$11.7M -$1.56M 1 1.38% Reduced
250
CMG
Cavalry Management Group
California
$11.7M +$6.98M 1 7.7% Increased