← 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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.8M +$1.29M 4 0.05% Increased
227
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$14.8M +$6.76M 2 0.09% Increased
228
HI
Honeywell International
North Carolina
$14.7M -$49.3K 1 0.48% Reduced
229
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$14.7M -$312K 2 0.14% Reduced
230
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$14.4M +$9.17M 1 0.29% Increased
231
EBIM
Eagle Boston Investment Management
Massachusetts
$14.4M -$1.28M 1 1.61% Reduced
232
TPSF
Texas Permanent School Fund
Texas
$14.2M -$278K 3 0.19% Reduced
233
JIR
James Investment Research
Ohio
$14.1M -$353K 1 0.39% Reduced
234
STB
S&T Bank
Pennsylvania
$14.1M -$4.21M 1 2.67% Reduced
235
GAI
General American Investors
New York
$14M $0 1 1.37% Maintained
236
Arizona State Retirement System
Arizona State Retirement System
Arizona
$13.9M +$114K 3 0.2% Increased
237
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$13.8M -$1.06M 1 0.25% Reduced
238
LPU
Lansdowne Partners (UK)
United Kingdom
$13.7M +$3.2M 1 0.12% Increased
239
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$13.7M -$710K 1 0.06% Reduced
240
Meyer Handelman Company
Meyer Handelman Company
New York
$13.5M $0 1 0.58% Maintained
241
BA
Boston Advisors
Massachusetts
$13.5M -$18.4M 1 0.32% Reduced
242
Eaton Vance Management
Eaton Vance Management
Massachusetts
$13.4M +$705K 4 0.04% Increased
243
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$13.4M +$167K 2 0.2% Increased
244
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$13.3M +$44.9K 1 0.79% Increased
245
CCI
Columbus Circle Investors
$13M -$499K 2 0.18% Reduced
246
TIP
Torray Investment Partners
Maryland
$12.9M +$38.9K 1 1.35% Increased
247
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$12.6M +$663K 1 0.49% Increased
248
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$12.5M +$1.43M 4 0.11% Increased
249
Robeco Schweiz
Robeco Schweiz
Switzerland
$12.5M +$4.59M 2 1.06% Increased
250
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$12.4M +$501K 1 0.43% Increased