← 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
DG
Delek Group
Israel
$11.3M +$12.3M 1 0.49% New
277
ACB
Aristotle Capital Boston
Massachusetts
$11.3M -$8.31M 1 0.9% Reduced
278
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$11.3M +$10.6M 1 0.07% Increased
279
Meyer Handelman Company
Meyer Handelman Company
New York
$11.2M +$278K 1 0.58% Increased
280
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$11.2M +$2.06M 3 0.2% Increased
281
GAI
General American Investors
New York
$11.1M +$1.93M 1 1.01% Increased
282
GGI
Godsey & Gibb Inc
Virginia
$11.1M +$192K 1 1.92% Increased
283
HighTower Advisors
HighTower Advisors
Illinois
$10.9M -$392K 2 0.09% Reduced
284
Howard Capital Management
Howard Capital Management
Georgia
$10.9M +$2.05M 1 1.19% Increased
285
Bridges Investment Management
Bridges Investment Management
Nebraska
$10.8M +$269K 1 0.48% Increased
286
JIR
James Investment Research
Ohio
$10.7M -$2.02M 2 0.41% Reduced
287
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$10.6M +$272K 4 0.23% Increased
288
Tocqueville Asset Management
Tocqueville Asset Management
New York
$10.5M -$877K 2 0.13% Reduced
289
MC
Martin Currie
United Kingdom
$10.5M +$12.4K 1 0.73% Increased
290
FBP
Flippin Bruce & Porter
Virginia
$10.3M +$180K 1 2.13% Increased
291
DZ Bank
DZ Bank
Germany
$10.2M -$42.1M 4 0.04% Reduced
292
Barings
Barings
North Carolina
$9.89M +$4.82M 3 0.14% Increased
293
Ancora Advisors
Ancora Advisors
Ohio
$9.86M +$9.67K 1 0.43% Increased
294
EBIM
Eagle Boston Investment Management
Massachusetts
$9.86M +$1.15M 2 0.91% Increased
295
Nuveen
Nuveen
North Carolina
$9.75M -$4.11M 2 0.06% Reduced
296
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$9.66M -$7.62M 1 0.05% Reduced
297
Los Angeles Capital Management
Los Angeles Capital Management
California
$9.62M -$1.79M 3 0.05% Reduced
298
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.62M +$553K 4 0.02% Increased
299
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$9.53M +$3.21M 3 0.23% Increased
300
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$9.5M -$1.09M 2 0.05% Reduced
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