← 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
UIC
Uniplan Investment Counsel
Wisconsin
$12.3M -$498K 2 0.73% Reduced
277
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$12.3M +$174K 1 0.32% Increased
278
MC
Martin Currie
United Kingdom
$12.1M -$8.3M 1 0.68% Reduced
279
CHAM
Clear Harbor Asset Management
Connecticut
$12.1M -$48K 2 2.09% Reduced
280
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$11.9M -$30.3M 1 0.19% Reduced
281
MAI Capital Management
MAI Capital Management
Ohio
$11.8M +$162K 3 0.38% Increased
282
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.7M +$10.7K 2 0.18% Increased
283
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$11.6M -$5.8M 2 0.21% Reduced
284
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$11.6M -$10.9M 4 0.18% Reduced
285
Synovus Financial
Synovus Financial
Georgia
$11.4M +$9.83K 3 0.16% Increased
286
Nomura Asset Management
Nomura Asset Management
Japan
$11.4M -$1.22M 2 0.1% Reduced
287
TU
TDAM USA
Ontario, Canada
$11.4M -$2.32M 1 0.74% Reduced
288
Fred Alger Management
Fred Alger Management
New York
$11.1M -$1.28M 2 0.04% Reduced
289
NIP
Nicholas Investment Partners
California
$11M -$3.87M 1 1.13% Reduced
290
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$10.9M +$631K 2 0.08% Increased
291
PIA
Piedmont Investment Advisors
North Carolina
$10.7M +$37.1K 2 0.37% Increased
292
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$10.7M +$776K 1 0.07% Increased
293
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$10.4M +$4.49M 1 0.2% Increased
294
MSA
Mason Street Advisors
Wisconsin
$10.4M +$8.36K 3 0.2% Increased
295
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$10.3M -$4.13M 1 0.03% Reduced
296
FP
Foundry Partners
Minnesota
$10.1M -$7.16M 2 0.38% Reduced
297
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10.1M -$132K 1 0.29% Reduced
298
SGCIA
Smith Graham & Co Investment Advisors
Texas
$10.1M -$235K 1 0.98% Reduced
299
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10M -$105K 4 0.07% Reduced
300
DIA
Davidson Investment Advisors
Montana
$9.93M -$126K 1 0.97% Reduced