← 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
Hermes Investment Management
Hermes Investment Management
United Kingdom
$10.6M +$10.4M 1 0.17% New
277
Laurion Capital Management
Laurion Capital Management
New York
$10.6M +$9.74M 3 0.06% Increased
278
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$10.6M +$4.49M 1 0.13% Increased
279
FBP
Flippin Bruce & Porter
Virginia
$10.6M +$131K 1 2.39% Increased
280
MC
Martin Currie
United Kingdom
$10.5M -$7.76M 1 0.84% Reduced
281
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$10.3M -$857K 2 0.24% Reduced
282
1832 Asset Management
1832 Asset Management
Ontario, Canada
$10.2M +$6.71M 1 0.05% Increased
283
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$10.2M -$15.5M 2 0.09% Reduced
284
MCM
McRae Capital Management
New Jersey
$10.2M -$7.54K 1 4.14% Reduced
285
Sterling Capital Management
Sterling Capital Management
North Carolina
$10.1M +$156K 1 0.1% Increased
286
Robeco Schweiz
Robeco Schweiz
Switzerland
$9.97M -$3.03M 2 0.84% Reduced
287
SCM
SKBA Capital Management
California
$9.88M -$1.75M 1 1.49% Reduced
288
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.82M -$540K 2 0.16% Reduced
289
HAM
Hillcrest Asset Management
Texas
$9.75M -$18.8K 1 1.8% Reduced
290
OA
Oak Associates
Ohio
$9.72M +$529K 2 0.73% Increased
291
EA
Edge Advisors
Georgia
$9.64M +$654K 1 1.1% Increased
292
Driehaus Capital Management
Driehaus Capital Management
Illinois
$9.63M +$5.53M 4 0.35% Increased
293
MPM
Meritage Portfolio Management
Kansas
$9.63M -$176K 2 0.99% Reduced
294
HL Financial Services
HL Financial Services
Kentucky
$9.37M +$448K 2 0.19% Increased
295
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$9.34M +$1.9M 2 0.28% Increased
296
LPL Financial
LPL Financial
California
$9.27M +$3.43M 3 0.04% Increased
297
TCM
Twin Capital Management
Pennsylvania
$9.25M +$4.36M 1 0.55% Increased
298
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$9.2M -$573K 2 0.16% Reduced
299
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.12M +$1.7M 4 0% Increased
300
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9M +$5.31M 2 0.06% Increased
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