← 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
Bartlett & Co
Bartlett & Co
Ohio
$11.7M +$11.1M 2 0.31% Increased
277
UIC
Uniplan Investment Counsel
Wisconsin
$11.6M -$90K 2 0.72% Reduced
278
HSBC Holdings
HSBC Holdings
United Kingdom
$11.3M -$6.89M 3 0.02% Reduced
279
FCI
Financial Counselors Inc
Kansas
$11.2M +$513K 1 0.44% Increased
280
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$11.1M +$689K 4 0.21% Increased
281
Nomura Asset Management
Nomura Asset Management
Japan
$11.1M -$3.91M 2 0.11% Reduced
282
Andra AP-fonden
Andra AP-fonden
Sweden
$11.1M -$661K 2 0.33% Reduced
283
BB&T Securities
BB&T Securities
Virginia
$10.9M -$4.7M 4 0.1% Reduced
284
DA
Denali Advisors
California
$10.8M -$940K 1 1.51% Reduced
285
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$10.6M +$98.2K 1 0.29% Increased
286
RI
Redwood Investments
Massachusetts
$10.5M +$562K 1 0.81% Increased
287
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$10.2M -$60.6K 2 0.17% Reduced
288
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$10.2M -$413K 1 1.24% Reduced
289
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.2M -$18.8K 2 0.05% Reduced
290
MAI Capital Management
MAI Capital Management
Ohio
$10.1M -$97K 2 0.45% Reduced
291
CHAM
Clear Harbor Asset Management
Connecticut
$10.1M +$182K 1 1.97% Increased
292
Synovus Financial
Synovus Financial
Georgia
$9.99M +$457K 4 0.15% Increased
293
UMB Bank
UMB Bank
Missouri
$9.9M +$9.65M 1 0.24% New
294
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$9.87M +$1.28M 4 0.2% Increased
295
QIM
Quantitative Investment Management
Virginia
$9.78M +$1.21M 3 0.52% Increased
296
William Blair Investment Management
William Blair Investment Management
Illinois
$9.76M -$653K 1 0.04% Reduced
297
PIA
Piedmont Investment Advisors
North Carolina
$9.34M +$440K 2 0.36% Increased
298
Scout Investments
Scout Investments
Missouri
$9.17M +$8.81M 1 0.18% New
299
LPU
Lansdowne Partners (UK)
United Kingdom
$9.02M -$63.5M 1 0.24% Reduced
300
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$9.01M -$111K 1 0.29% Reduced