← 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
William Blair Investment Management
William Blair Investment Management
Illinois
$13.6M +$4.26M 1 0.05% Increased
252
SCA
Summit Creek Advisors
Minnesota
$13.5M -$1.2M 1 2.42% Reduced
253
LM
Luminus Management
Texas
$13.4M -$169M 1 0.31% Reduced
254
SCM
SKBA Capital Management
California
$12.9M -$139K 1 1.74% Reduced
255
TIP
Torray Investment Partners
Maryland
$12.9M -$17.6K 1 1.35% Reduced
256
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$12.9M +$46.4K 2 0.16% Increased
257
TPSF
Texas Permanent School Fund
Texas
$12.8M -$675K 3 0.17% Reduced
258
Hancock Whitney
Hancock Whitney
Mississippi
$12.8M -$302K 1 0.59% Reduced
259
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$12.5M -$102K 2 0.19% Reduced
260
IA
Icon Advisers
Colorado
$12.4M $0 1 0.94% Maintained
261
LPL Financial
LPL Financial
California
$12.3M +$344K 3 0.03% Increased
262
SCP
Sandhill Capital Partners
New York
$12.2M +$644K 1 1.93% Increased
263
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$12.1M -$117K 1 0.26% Reduced
264
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$12M +$1.92M 2 0.07% Increased
265
Laurion Capital Management
Laurion Capital Management
New York
$12M -$1.27M 3 0.1% Reduced
266
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11.9M -$103K 3 0.14% Reduced
267
CCP
Clough Capital Partners
Massachusetts
$11.9M -$8.52M 1 1.06% Reduced
268
AR
Advisory Research
Illinois
$11.9M +$136K 1 0.19% Increased
269
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$11.9M +$5.13M 3 0.17% Increased
270
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$11.8M -$294K 1 0.2% Reduced
271
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$11.7M +$1.03M 2 0.04% Increased
272
PIA
Piedmont Investment Advisors
North Carolina
$11.6M -$92.6K 4 0.56% Reduced
273
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$11.6M +$12M 1 0.21% New
274
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$11.6M -$882K 3 0.12% Reduced
275
Achmea Investment Management
Achmea Investment Management
Netherlands
$11.6M -$1.83M 2 0.41% Reduced