← 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
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$16M +$76.9K 3 0.14% Increased
227
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$15.9M +$3.03M 2 0.08% Increased
228
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$15.8M -$7.2M 2 0.29% Reduced
229
Capital World Investors
Capital World Investors
California
$15.8M $0 1 0% Maintained
230
MCIM
Meadow Creek Investment Management
Georgia
$15.8M -$3.63M 3 0.31% Reduced
231
Sit Investment Associates
Sit Investment Associates
Minnesota
$15.7M +$2.58M 2 0.48% Increased
232
FP
Foundry Partners
Minnesota
$15.6M +$2M 2 0.64% Increased
233
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$15.4M -$13.9K 1 0.49% Reduced
234
TIP
Torray Investment Partners
Maryland
$15.3M -$16.1K 2 1.67% Reduced
235
GGI
Godsey & Gibb Inc
Virginia
$15.2M +$182K 1 2.32% Increased
236
Royal London Asset Management
Royal London Asset Management
United Kingdom
$15.1M +$14.7M 2 0.11% New
237
Foresters Investment Management
Foresters Investment Management
New York
$15.1M -$7.99M 1 0.3% Reduced
238
STCG
Speece Thorson Capital Group
Minnesota
$15.1M -$343K 1 4.02% Reduced
239
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$14.8M $0 1 0.73% Maintained
240
M&T Bank
M&T Bank
New York
$14.8M -$105K 4 0.07% Reduced
241
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$14.6M -$97.5K 1 0.74% Reduced
242
DZ Bank
DZ Bank
Germany
$14.5M +$138K 1 0.04% Increased
243
Trillium Asset Management
Trillium Asset Management
Massachusetts
$14.5M +$93.1K 1 0.68% Increased
244
Aviva
Aviva
United Kingdom
$14.4M -$11.4M 2 0.1% Reduced
245
MetLife Investment Management
MetLife Investment Management
New Jersey
$14.3M -$200K 4 0.16% Reduced
246
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$14.1M +$311K 2 0.18% Increased
247
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$14.1M +$315K 1 0.76% Increased
248
SG Americas Securities
SG Americas Securities
New York
$14M +$1.37M 4 0.11% Increased
249
Eastern Bank
Eastern Bank
Massachusetts
$14M +$259K 1 0.87% Increased
250
Manning & Napier Group
Manning & Napier Group
New York
$13.9M +$21.6K 1 0.16% Increased