← 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
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$15.9M -$58.8K 1 1.82% Reduced
227
Macquarie Group
Macquarie Group
Australia
$15.7M +$3.14M 2 0.03% Increased
228
CI Global Investments
CI Global Investments
California
$15.6M +$15.3M 1 0.3% New
229
Suntrust Banks
Suntrust Banks
Georgia
$15.5M -$483K 2 0.09% Reduced
230
Hancock Whitney
Hancock Whitney
Mississippi
$15.5M -$635K 2 0.65% Reduced
231
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$15.4M +$57.3K 2 0.14% Increased
232
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$15.3M +$2.66M 4 0.12% Increased
233
WBC
Westpac Banking Corp
Australia
$15.2M -$8.95M 3 0.33% Reduced
234
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$15.1M $0 1 0.32% Maintained
235
Citadel Advisors
Citadel Advisors
Florida
$15.1M -$19.8M 4 0.01% Reduced
236
Numeric Investors
Numeric Investors
Massachusetts
$15M -$22M 2 0.13% Reduced
237
Eaton Vance Management
Eaton Vance Management
Massachusetts
$14.9M +$890K 4 0.04% Increased
238
GAI
General American Investors
New York
$14.7M $0 1 1.49% Maintained
239
TPSF
Texas Permanent School Fund
Texas
$14.3M -$388K 3 0.19% Reduced
240
Arizona State Retirement System
Arizona State Retirement System
Arizona
$14.2M -$202K 3 0.2% Reduced
241
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$14M -$6.01M 1 0.02% Reduced
242
Acadian Asset Management
Acadian Asset Management
Massachusetts
$13.9M +$8.32M 1 0.06% Increased
243
Meyer Handelman Company
Meyer Handelman Company
New York
$13.8M -$320K 1 0.58% Reduced
244
STB
S&T Bank
Pennsylvania
$13.8M +$158K 1 2.51% Increased
245
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$13.8M +$12.9K 2 0.2% Increased
246
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$13.8M -$141K 1 0.78% Reduced
247
TIP
Torray Investment Partners
Maryland
$13.5M -$29.6K 1 1.42% Reduced
248
BA
Boston Advisors
Massachusetts
$13.3M -$786K 1 0.31% Reduced
249
CAM
ClariVest Asset Management
California
$13.3M -$1.63M 2 0.32% Reduced
250
Capital International Sarl
Capital International Sarl
California
$13M +$22.9K 1 1.12% Increased