← 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
SCP
Sandhill Capital Partners
New York
$14.8M +$666K 1 2.2% Increased
252
LPL Financial
LPL Financial
California
$14.6M +$1.07M 4 0.04% Increased
253
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$14.3M -$4.73M 2 0.15% Reduced
254
RI
Redwood Investments
Massachusetts
$14.2M -$4.88M 1 1.1% Reduced
255
Los Angeles Capital Management
Los Angeles Capital Management
California
$14.2M +$4.39M 3 0.07% Increased
256
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$14.1M +$987K 3 0.13% Increased
257
Andra AP-fonden
Andra AP-fonden
Sweden
$14.1M -$444K 2 0.36% Reduced
258
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.7M -$1.33M 2 0.07% Reduced
259
GGI
Godsey & Gibb Inc
Virginia
$13.6M +$698K 1 2.17% Increased
260
Encompass Capital Advisors
Encompass Capital Advisors
New York
$13.6M -$5.83M 1 1.18% Reduced
261
DF
Donoghue Forlines
Massachusetts
$13.5M -$3.91M 1 1.05% Reduced
262
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$13.5M +$4.9M 1 0.28% Increased
263
Sterling Capital Management
Sterling Capital Management
North Carolina
$13.4M +$9.34M 1 0.12% Increased
264
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$13.4M +$1.22M 2 0.05% Increased
265
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$13.3M -$551K 2 0.2% Reduced
266
Bridges Investment Management
Bridges Investment Management
Nebraska
$13.2M +$659K 1 0.65% Increased
267
Driehaus Capital Management
Driehaus Capital Management
Illinois
$13.2M +$8.97M 3 0.41% Increased
268
Ancora Advisors
Ancora Advisors
Ohio
$13.1M +$1.6M 1 0.51% Increased
269
AR
Advisory Research
Illinois
$13.1M -$663K 1 0.21% Reduced
270
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$13.1M +$127K 3 0.18% Increased
271
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$13.1M +$2.69K 3 0.16% Increased
272
Daiwa Securities Group
Daiwa Securities Group
Japan
$12.8M -$3.72M 2 0.11% Reduced
273
ACB
Aristotle Capital Boston
Massachusetts
$12.8M +$3.06M 1 0.94% Increased
274
TPSF
Texas Permanent School Fund
Texas
$12.8M -$896K 3 0.18% Reduced
275
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$12.7M -$1.26M 1 0.28% Reduced