← 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
301
Twin Capital Management
Twin Capital Management
Pennsylvania
$9.6M +$74K 1 0.47% Increased
302
Artemis Investment Management
Artemis Investment Management
United Kingdom
$9.36M +$9.16M 1 0.11% New
303
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$9.18M +$4.58M 3 0.06% Increased
304
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$9.14M +$52.8K 1 0.29% Increased
305
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.91M -$11.1M 2 0.08% Reduced
306
Eagle Asset Management
Eagle Asset Management
Florida
$8.9M +$63.3K 1 0.05% Increased
307
Driehaus Capital Management
Driehaus Capital Management
Illinois
$8.89M +$3.54M 2 0.33% Increased
308
Penserra Capital Management
Penserra Capital Management
California
$8.82M +$7.93M 2 0.71% Increased
309
Synovus Financial
Synovus Financial
Georgia
$8.79M +$57.8K 2 0.14% Increased
310
SRAM
Stone Ridge Asset Management
New York
$8.76M +$6.74M 2 0.5% Increased
311
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$8.72M -$347K 1 0.91% Reduced
312
PIA
Piedmont Investment Advisors
North Carolina
$8.65M -$1.6M 3 0.35% Reduced
313
ABC
Anchor Bolt Capital
Illinois
$8.64M -$3.08M 1 0.84% Reduced
314
CBOA
Commonwealth Bank of Australia
Australia
$8.63M +$1.31M 2 0.08% Increased
315
Bridges Investment Management
Bridges Investment Management
Nebraska
$8.54M -$6.49M 1 0.35% Reduced
316
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$8.49M +$398K 1 0.06% Increased
317
Mason Street Advisors
Mason Street Advisors
Wisconsin
$8.32M +$37.4K 3 0.17% Increased
318
Delta Asset Management
Delta Asset Management
Tennessee
$8.3M -$92.5K 1 1.19% Reduced
319
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$8.29M +$7.84M 1 0.11% New
320
Apriem Advisors
Apriem Advisors
California
$8.27M +$320K 2 2.19% Increased
321
Bahl & Gaynor
Bahl & Gaynor
Ohio
$8.25M +$3.05M 2 0.08% Increased
322
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$8.24M $0 1 0.23% Maintained
323
VOAM
Vertex One Asset Management
British Columbia, Canada
$8.2M $0 1 1.77% Maintained
324
VanEck Associates
VanEck Associates
New York
$8.08M -$436K 1 0.04% Reduced
325
Crosslink Capital
Crosslink Capital
California
$7.94M +$7.69M 1 1.97% New