← 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
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$13.8M +$397K 1 0.76% Increased
252
SAM
Scopus Asset Management
New York
$13.7M +$13.4M 1 0.39% New
253
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$13.7M +$21.2K 3 0.17% Increased
254
Eastern Bank
Eastern Bank
Massachusetts
$13.7M +$201K 1 0.87% Increased
255
Kennedy Capital Management
Kennedy Capital Management
Missouri
$13.6M -$4.27M 2 0.32% Reduced
256
ABC
Anchor Bolt Capital
Illinois
$13.6M +$4.53M 1 1.31% Increased
257
FP
Foundry Partners
Minnesota
$13.3M -$6.65M 2 0.52% Reduced
258
TU
TDAM USA
Ontario, Canada
$13.3M -$263K 1 0.93% Reduced
259
Ancora Advisors
Ancora Advisors
Ohio
$13.1M +$531K 1 0.59% Increased
260
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$13M -$1.02M 2 0.11% Reduced
261
AR
Advisory Research
Illinois
$12.9M -$127K 2 0.25% Reduced
262
GAI
General American Investors
New York
$12.8M $0 1 1.22% Maintained
263
Sit Investment Associates
Sit Investment Associates
Minnesota
$12.7M +$10.1M 2 0.39% Increased
264
Putnam Investments
Putnam Investments
Massachusetts
$12.6M +$536K 1 0.03% Increased
265
SG Americas Securities
SG Americas Securities
New York
$12.5M -$43M 3 0.09% Reduced
266
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$12.5M -$424K 2 0.07% Reduced
267
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$12.4M +$107K 3 0.21% Increased
268
AL
AJO LP
Pennsylvania
$12.3M +$2.36M 2 0.06% Increased
269
Hancock Whitney
Hancock Whitney
Mississippi
$12.3M -$1.03M 1 0.39% Reduced
270
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.2M -$8.7M 1 0.09% Reduced
271
Meyer Handelman Company
Meyer Handelman Company
New York
$12.2M -$89K 1 0.63% Reduced
272
KBC Group
KBC Group
Belgium
$12.2M -$810K 4 0.09% Reduced
273
UIC
Uniplan Investment Counsel
Wisconsin
$12.2M -$1.37M 2 0.77% Reduced
274
SCM
SKBA Capital Management
California
$12.2M -$243K 1 1.94% Reduced
275
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$12.1M +$330K 5 0.05% Increased