← 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
Aviva
Aviva
United Kingdom
$18.4M +$1.67M 3 0.11% Increased
227
Gabelli Funds
Gabelli Funds
New York
$18.2M -$1.11M 1 0.12% Reduced
228
Royal London Asset Management
Royal London Asset Management
United Kingdom
$18.1M +$712K 2 0.13% Increased
229
Manning & Napier Group
Manning & Napier Group
New York
$17.7M +$1.81M 1 0.19% Increased
230
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$17.7M +$123K 1 0.52% Increased
231
TIP
Torray Investment Partners
Maryland
$17.5M +$79.4K 2 3.02% Increased
232
GGI
Godsey & Gibb Inc
Virginia
$17.4M +$46.4K 1 2.44% Increased
233
CCM
Cinctive Capital Management
New York
$17.2M +$16.1M 1 1.8% New
234
STCG
Speece Thorson Capital Group
Minnesota
$17M -$128K 1 4.4% Reduced
235
VanEck Associates
VanEck Associates
New York
$16.8M +$2.26M 2 0.07% Increased
236
M&T Bank
M&T Bank
New York
$16.8M -$116K 4 0.08% Reduced
237
Great Lakes Advisors
Great Lakes Advisors
Illinois
$16.6M -$8.58M 2 0.36% Reduced
238
Tocqueville Asset Management
Tocqueville Asset Management
New York
$16.6M -$1.82M 2 0.24% Reduced
239
Capital World Investors
Capital World Investors
California
$16.4M $0 1 0% Maintained
240
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$16.4M -$1.76M 3 0.14% Reduced
241
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$16.4M -$263K 1 0.79% Reduced
242
Alyeska Investment Group
Alyeska Investment Group
Illinois
$16.4M -$36.1M 1 0.22% Reduced
243
Eastern Bank
Eastern Bank
Massachusetts
$16.3M +$356K 1 0.95% Increased
244
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$16.2M +$133K 1 0.81% Increased
245
PM
Pembroke Management
Quebec, Canada
$16.2M -$2.1M 1 1.38% Reduced
246
Marshall Wace North America
Marshall Wace North America
New York
$15.9M +$9.67M 2 0.08% Increased
247
MetLife Investment Management
MetLife Investment Management
New Jersey
$15.8M -$516K 4 0.17% Reduced
248
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$15.8M +$164K 3 0.21% Increased
249
Sit Investment Associates
Sit Investment Associates
Minnesota
$15.7M -$2.14M 2 0.45% Reduced
250
Ancora Advisors
Ancora Advisors
Ohio
$15.6M +$34.6K 1 0.58% Increased