← 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
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$8.53M -$354K 1 0.51% Reduced
252
CIM
Calvert Investment Management
Maryland
$8.29M +$1.36M 2 0.41% Increased
253
Marshall Wace
Marshall Wace
United Kingdom
$8.29M +$8.64M 3 0.1% Increased
254
VanEck Associates
VanEck Associates
New York
$8.28M +$937K 2 0.06% Increased
255
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$8.09M +$195K 1 1.16% Increased
256
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$7.99M -$2.88M 3 0.1% Reduced
257
SGCIA
Smith Graham & Co Investment Advisors
Texas
$7.96M -$21.4K 1 1.16% Reduced
258
Korea Investment Corp
Korea Investment Corp
South Korea
$7.84M -$13.9M 2 0.06% Reduced
259
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.82M -$3.48M 4 0.01% Reduced
260
CAM
Cortina Asset Management
Wisconsin
$7.79M +$5.84M 1 0.36% Increased
261
M&T Bank
M&T Bank
New York
$7.78M -$2.32M 2 0.05% Reduced
262
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$7.51M +$8.64M 1 0.08% New
263
Bridgewater Associates
Bridgewater Associates
Connecticut
$7.42M +$7.89M 1 0.1% Increased
264
Fred Alger Management
Fred Alger Management
New York
$7.29M +$1.09M 1 0.04% Increased
265
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.26M -$4.32M 5 0% Reduced
266
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.21M -$7.11M 2 0.02% Reduced
267
VFAM
Valley Forge Asset Management
Pennsylvania
$7.13M +$7.62M 1 1.12% Increased
268
WIC
Willis Investment Counsel
Georgia
$7.09M -$1.3M 1 0.69% Reduced
269
SCCM
Schafer Cullen Capital Management
New York
$6.91M -$460K 1 0.08% Reduced
270
BIC
Bridges Investment Counsel
Nebraska
$6.79M +$1.13M 1 1.18% Increased
271
Bridges Investment Management
Bridges Investment Management
Nebraska
$6.79M $0 1 1.18% Maintained
272
MCM
McRae Capital Management
New Jersey
$6.74M +$195K 1 3.44% Increased
273
PC
Pier Capital
Connecticut
$6.7M +$226K 1 1.09% Increased
274
Williams Jones & Associates
Williams Jones & Associates
New York
$6.67M -$376K 1 0.3% Reduced
275
Foresters Investment Management
Foresters Investment Management
New York
$6.59M +$435K 2 0.14% Increased