← 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
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$18.3M -$3.91M 2 0.11% Reduced
227
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$18.1M +$32.7K 1 0.64% Increased
228
RI
Redwood Investments
Massachusetts
$18.1M +$18.5M 1 1.29% New
229
Arizona State Retirement System
Arizona State Retirement System
Arizona
$18.1M -$437K 3 0.18% Reduced
230
WIC
Willis Investment Counsel
Georgia
$18M +$1.98M 1 1.39% Increased
231
Putnam Investments
Putnam Investments
Massachusetts
$18M -$2.47M 2 0.04% Reduced
232
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.5M +$6.13M 1 0.68% Increased
233
QIM
Quantitative Investment Management
Virginia
$17.3M +$2.03M 3 0.3% Increased
234
Churchill Management
Churchill Management
California
$17.3M -$483K 1 0.5% Reduced
235
Gotham Asset Management
Gotham Asset Management
New York
$17.3M -$32.1M 2 0.24% Reduced
236
DF
Donoghue Forlines
Massachusetts
$17.2M -$1.29M 1 1.49% Reduced
237
Driehaus Capital Management
Driehaus Capital Management
Illinois
$17.1M +$5.02M 2 0.61% Increased
238
CHAM
Clear Harbor Asset Management
Connecticut
$17.1M -$658K 1 3.34% Reduced
239
Comerica Bank
Comerica Bank
Texas
$17.1M -$460K 5 0.12% Reduced
240
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$16.9M +$239K 2 0.13% Increased
241
BB&T Securities
BB&T Securities
Virginia
$16.8M -$208K 3 0.19% Reduced
242
Great Lakes Advisors
Great Lakes Advisors
Illinois
$16.6M -$63.4M 2 0.4% Reduced
243
Suntrust Banks
Suntrust Banks
Georgia
$16.6M +$1.78M 3 0.09% Increased
244
BAPIM
British Airways Pensions Investment Management
United Kingdom
$16.4M +$16.8M 1 0.58% New
245
Artemis Investment Management
Artemis Investment Management
United Kingdom
$16.1M +$10.2M 1 0.25% Increased
246
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$16.1M -$148K 1 1.71% Reduced
247
Alpha Cubed Investments
Alpha Cubed Investments
California
$15.8M -$315K 1 2.07% Reduced
248
KBC Group
KBC Group
Belgium
$15.8M -$964K 3 0.15% Reduced
249
DA
Denali Advisors
California
$15.5M -$517K 1 2.48% Reduced
250
TU
TDAM USA
Ontario, Canada
$15.1M -$1.09M 1 0.92% Reduced