← 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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$35.6M -$83.5M 4 0.08% Reduced
227
UMB Bank
UMB Bank
Missouri
$35.5M -$37.7K 3 0.54% Reduced
228
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$35.3M +$12.4M 5 0.16% Increased
229
MAI Capital Management
MAI Capital Management
Ohio
$34.9M +$530K 1 0.51% Increased
230
Arizona State Retirement System
Arizona State Retirement System
Arizona
$34.4M +$434K 5 0.28% Increased
231
M&T Bank
M&T Bank
New York
$34.4M -$5.55M 3 0.13% Reduced
232
Marshall Wace
Marshall Wace
United Kingdom
$34.2M +$1.31M 2 0.07% Increased
233
Davis Selected Advisers
Davis Selected Advisers
Arizona
$34.2M -$4.67M 1 0.21% Reduced
234
Tredje AP-fonden
Tredje AP-fonden
Sweden
$34M -$13.5M 3 0.48% Reduced
235
Aberdeen Group
Aberdeen Group
United Kingdom
$33.7M +$658K 3 0.08% Increased
236
Congress Wealth Management
Congress Wealth Management
Massachusetts
$33.3M +$163K 3 0.77% Increased
237
JLBC
J.L. Bainbridge & Co
Florida
$33.1M -$312K 1 4.13% Reduced
238
Becker Capital Management
Becker Capital Management
Oregon
$33M +$553K 2 1.25% Increased
239
Guggenheim Capital
Guggenheim Capital
Illinois
$32.8M +$6.18M 4 0.26% Increased
240
Royce & Associates
Royce & Associates
New York
$32.8M -$1.95M 3 0.32% Reduced
241
Woodline Partners
Woodline Partners
California
$32.8M +$4.11M 1 0.39% Increased
242
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$32.7M -$172K 2 0.39% Reduced
243
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$32.6M +$4.85M 2 0.82% Increased
244
AIG
American International Group
New York
$32.2M -$1.56M 5 0.2% Reduced
245
Calamos Advisors
Calamos Advisors
Illinois
$32.1M -$1.58M 3 0.16% Reduced
246
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$31.7M -$263K 1 1.94% Reduced
247
DAM
Delta Asset Management
Tennessee
$31.4M +$168K 2 3.12% Increased
248
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$31.4M +$271K 5 0.23% Increased
249
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$31.3M -$375M 2 0.16% Reduced
250
DF Dent & Co
DF Dent & Co
Maryland
$31.1M +$16.3M 2 0.42% Increased