← 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
Creative Planning
Creative Planning
Kansas
$10.1M +$732K 5 0.12% Increased
252
CIM
Calvert Investment Management
Maryland
$10.1M +$1.97M 1 0.75% Increased
253
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9.86M +$1.56M 4 0.01% Increased
254
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$9.79M -$116K 3 0.12% Reduced
255
GC
Globeflex Capital
California
$9.72M -$6.43M 2 1.1% Reduced
256
GCM
Grisanti Capital Management
New York
$9.69M +$3.06M 1 3.91% Increased
257
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$9.59M +$7.38K 1 1.45% Increased
258
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.56M +$8.47M 2 0.2% Increased
259
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$9.54M -$1.94M 1 1.12% Reduced
260
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$9.48M +$2.4M 3 0.05% Increased
261
CLM
ClearBridge LLC (Maryland)
Maryland
$9.43M +$3.5K 1 0.18% Increased
262
Baird
Baird
Wisconsin
$9.25M +$1.94M 2 0.13% Increased
263
CCMH
Cornerstone Capital Management Holdings
New York
$9.24M +$1.15M 3 0.1% Increased
264
Perpetual Ltd
Perpetual Ltd
Australia
$8.91M +$2.39M 1 0.96% Increased
265
NAM
Nichols Asset Management
Massachusetts
$8.88M -$1.2M 1 1.83% Reduced
266
ACMM
Arbor Capital Management (Minnesota)
Minnesota
$8.84M +$1.77M 1 1.09% Increased
267
HighTower Advisors
HighTower Advisors
Illinois
$8.69M +$380K 2 0.15% Increased
268
CC
Colrain Capital
Massachusetts
$8.59M -$540K 1 0.64% Reduced
269
Glenmede Trust
Glenmede Trust
Pennsylvania
$8.49M -$678K 3 0.07% Reduced
270
Spot Trading
Spot Trading
Illinois
$8.42M +$8.66M 5 0.04% Increased
271
GCP
GSA Capital Partners
United Kingdom
$8.42M +$7.3M 2 0.44% Increased
272
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$8.34M -$174K 3 0.25% Reduced
273
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$8.33M -$972K 2 0.12% Reduced
274
SCCM
Schafer Cullen Capital Management
New York
$8.3M +$9.29M 1 0.08% New
275
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.21M -$253K 2 0.17% Reduced