← 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
276
NCGI
Next Century Growth Investors
Minnesota
$10.3M -$3.98M 1 0.87% Reduced
277
GGHC
Gilder Gagnon Howe & Co
New York
$10M +$9.64M 1 0.17% New
278
Nordea Investment Management
Nordea Investment Management
Sweden
$9.97M -$117K 2 0.03% Reduced
279
FBP
Flippin Bruce & Porter
Virginia
$9.97M +$611K 1 2.31% Increased
280
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.93M -$478K 2 0.17% Reduced
281
SGCIA
Smith Graham & Co Investment Advisors
Texas
$9.89M -$1M 1 1.06% Reduced
282
MPM
Meritage Portfolio Management
Kansas
$9.76M -$194K 2 1.02% Reduced
283
MCM
McRae Capital Management
New Jersey
$9.72M +$24.9K 1 4% Increased
284
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.57M +$216K 2 0.09% Increased
285
Sterling Capital Management
Sterling Capital Management
North Carolina
$9.49M +$6.77M 1 0.09% Increased
286
OA
Oak Associates
Ohio
$9.48M +$564K 2 0.76% Increased
287
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$9.47M +$650K 2 0.18% Increased
288
Martingale Asset Management
Martingale Asset Management
Massachusetts
$9.36M +$839K 3 0.14% Increased
289
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.25M -$743K 2 0.22% Reduced
290
MTIP
Magee Thomson Investment Partners
California
$9.2M -$1.07M 1 3.55% Reduced
291
HighTower Advisors
HighTower Advisors
Illinois
$9.14M +$1.45M 3 0.09% Increased
292
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$9.1M +$3.11M 2 0.02% Increased
293
HR
Howe & Rusling
New York
$9.04M +$913K 2 1.81% Increased
294
LG
Leuthold Group
Minnesota
$8.81M -$183K 1 0.95% Reduced
295
PC
Passport Capital
California
$8.76M -$25.6M 1 0.65% Reduced
296
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$8.73M +$6.61M 1 0.35% Increased
297
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.66M -$502K 1 0.16% Reduced
298
EA
Edge Advisors
Georgia
$8.55M +$1.03M 1 1.05% Increased
299
HL Financial Services
HL Financial Services
Kentucky
$8.51M +$3.04M 2 0.17% Increased
300
AAM
AO Asset Management
New York
$8.43M +$119K 1 2.1% Increased