← 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
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$11.8M -$297K 3 0.21% Reduced
277
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$11.7M +$1.07M 3 0.18% Increased
278
Putnam Investments
Putnam Investments
Massachusetts
$11.6M +$9.7M 1 0.03% Increased
279
Texas Permanent School Fund
Texas Permanent School Fund
Texas
$11.6M -$160K 3 0.18% Reduced
280
Martin Currie
Martin Currie
United Kingdom
$11.5M $0 1 0.81% Maintained
281
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$11.5M $0 2 0.04% Maintained
282
NA
Neuburgh Advisers
California
$11.4M +$5.91M 2 0.39% Increased
283
Manning & Napier Group
Manning & Napier Group
New York
$11.4M +$2.26M 1 0.12% Increased
284
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.3M +$254K 5 0.05% Increased
285
CBT
Capital Bank & Trust
California
$11.3M -$4.82M 2 0.14% Reduced
286
LIC
Lodestar Investment Counsel
Illinois
$11.2M +$416K 1 1.19% Increased
287
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$10.9M +$941K 1 0.65% Increased
288
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$10.5M +$6.98M 2 0.26% Increased
289
Denali Advisors
Denali Advisors
California
$10.4M -$419K 1 1.66% Reduced
290
FCI
Financial Counselors Inc
Kansas
$10.3M +$665K 1 0.44% Increased
291
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$10.3M +$8.86M 1 1.17% Increased
292
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.2M -$591K 2 0.05% Reduced
293
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$10M +$22.9K 2 0.17% Increased
294
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$9.9M +$184K 4 0.22% Increased
295
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$9.9M +$694K 1 0.3% Increased
296
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$9.7M -$389K 2 0.08% Reduced
297
SH
SeaTown Holdings
Singapore
$9.7M +$9.15M 1 1.14% New
298
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$9.7M -$307K 1 1.96% Reduced
299
MAI Capital Management
MAI Capital Management
Ohio
$9.6M +$194K 2 0.49% Increased
300
AL
AJO LP
Pennsylvania
$9.6M +$9.1M 1 0.05% New