← 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
251
DILH
Dai-ichi Life Holdings
Japan
$9.78M +$9.34M 2 0.34% New
252
PFC
Phocas Financial Corp
California
$9.58M +$9.18M 1 1% New
253
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$9.58M +$9.17M 1 1.82% New
254
Zacks Investment Management
Zacks Investment Management
Illinois
$9.07M +$8.69M 1 0.42% New
255
CHAM
Clear Harbor Asset Management
Connecticut
$8.96M +$8.34M 2 2.65% New
256
LNB
Ledyard National Bank
$8.83M +$8.46M 1 1.64% New
257
Axa
Axa
France
$8.77M +$8.4M 1 0.05% New
258
KBC Group
KBC Group
Belgium
$8.74M +$8.37M 4 0.16% New
259
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$8.65M +$8.29M 1 0.22% New
260
SSA
South Street Advisors
New York
$8.63M +$8.27M 1 4.53% New
261
D.E. Shaw & Co
D.E. Shaw & Co
New York
$8.56M +$8.08M 3 0.02% New
262
AC
AFAM Capital
Texas
$8.43M +$8.07M 1 1.17% New
263
MCM
McRae Capital Management
New Jersey
$8.38M +$8.03M 1 4.88% New
264
HighTower Advisors
HighTower Advisors
Illinois
$8.38M +$8.03M 1 0.23% New
265
GC
Gratry & Company
Ohio
$8.37M +$8.02M 1 3.26% New
266
Natixis Advisors
Natixis Advisors
Massachusetts
$8.36M +$7.98M 2 0.17% New
267
WI
Wafra Inc
New York
$8.36M +$8M 1 1.33% New
268
SGCIA
Smith Graham & Co Investment Advisors
Texas
$8.33M +$8.55M 1 1.29% New
269
RR
Robotti Robert
$8.32M +$8.53M 1 3.62% New
270
Caxton Associates (New York)
Caxton Associates (New York)
New York
$8.25M +$7.88M 2 0.41% New
271
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$8.05M +$7.69M 3 0.23% New
272
VanEck Associates
VanEck Associates
New York
$8.04M +$7.75M 2 0.04% New
273
LOGI
Long Oar Global Investors
New York
$8.03M +$7.69M 1 8.13% New
274
Nomura Asset Management
Nomura Asset Management
Japan
$7.98M +$7.59M 2 0.16% New
275
Principal Financial Group
Principal Financial Group
Iowa
$7.98M +$8.01M 2 0.02% New