← 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
NIMI
Natixis Investment Managers International
France
$15.6M -$317K 1 0.32% Reduced
277
WMC
Westwood Management Corporation
Illinois
$15.6M +$224K 1 1.96% Increased
278
GGHC
Gilder Gagnon Howe & Co
New York
$15.5M -$887K 1 0.28% Reduced
279
SG Americas Securities
SG Americas Securities
New York
$15.3M +$9.96M 6 0.16% Increased
280
Calamos Advisors
Calamos Advisors
Illinois
$15.1M +$767K 2 0.07% Increased
281
Yousif Capital Management
Yousif Capital Management
Michigan
$14.9M -$1.23M 4 0.2% Reduced
282
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.9M +$875K 2 0.53% Increased
283
Advisors Capital Management
Advisors Capital Management
New Jersey
$14.5M -$19.9M 1 0.44% Reduced
284
Sit Investment Associates
Sit Investment Associates
Minnesota
$14.3M +$26.4K 3 0.43% Increased
285
AE Wealth Management
AE Wealth Management
Kansas
$14.1M +$5.49M 4 0.11% Increased
286
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$14M +$293K 1 0.73% Increased
287
Panagora Asset Management
Panagora Asset Management
Massachusetts
$13.8M -$1.97M 2 0.09% Reduced
288
Första AP-fonden
Första AP-fonden
Sweden
$13.6M +$1.47M 2 0.18% Increased
289
Federated Hermes
Federated Hermes
Pennsylvania
$13.6M -$3.19M 5 0.04% Reduced
290
CIA
CCM Investment Advisers
South Carolina
$13.1M +$425K 1 2.1% Increased
291
DIA
Davidson Investment Advisors
Montana
$13M +$91.6K 1 1.11% Increased
292
TIP
Torray Investment Partners
Maryland
$12.8M +$3.38K 2 2.44% Increased
293
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$12.7M $0 1 0.36% Maintained
294
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.7M +$11.3M 5 0.09% Increased
295
CHAM
Clear Harbor Asset Management
Connecticut
$12.7M -$1.47K 1 1.69% Reduced
296
Alpha Cubed Investments
Alpha Cubed Investments
California
$12.7M +$153K 1 0.92% Increased
297
ING Group
ING Group
Netherlands
$12.7M +$11.1M 2 0.15% Increased
298
Creative Planning
Creative Planning
Kansas
$12.6M +$1.01M 4 0.02% Increased
299
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.3M +$12.2M 4 0.07% Increased
300
SCA
Snowden Capital Advisors
New York
$12.3M -$233K 4 0.55% Reduced