← 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
TIAA FSB
TIAA FSB
Florida
$13.9M +$11.9M 1 0.05% Increased
302
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$13.8M +$1.19M 1 0.52% Increased
303
C
Chescapmanager
Maryland
$13.8M +$90.1K 1 1.51% Increased
304
Glenview Capital Management
Glenview Capital Management
New York
$13.2M -$966K 1 0.22% Reduced
305
IECM
Intrinsic Edge Capital Management
Illinois
$13M +$4.94M 2 0.76% Increased
306
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.9M -$149K 3 0.14% Reduced
307
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$12.8M +$208K 1 0.18% Increased
308
Encompass Capital Advisors
Encompass Capital Advisors
New York
$12.7M +$234K 1 0.89% Increased
309
Alpha Cubed Investments
Alpha Cubed Investments
California
$12.7M -$503K 1 0.91% Reduced
310
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$12.6M +$318K 1 0.15% Increased
311
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$12.6M -$15.1M 1 0.28% Reduced
312
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$12.3M -$4.61K 2 0.11% Reduced
313
UIC
Uniplan Investment Counsel
Wisconsin
$12M -$584K 2 0.71% Reduced
314
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12M +$305K 2 0.06% Increased
315
Creative Planning
Creative Planning
Kansas
$12M -$44.9M 5 0.02% Reduced
316
SCA
Snowden Capital Advisors
New York
$12M +$501K 3 0.6% Increased
317
STCG
Speece Thorson Capital Group
Minnesota
$12M -$51.9K 1 2.5% Reduced
318
FP
Foundry Partners
Minnesota
$11.9M -$2.43M 1 0.41% Reduced
319
STB
S&T Bank
Pennsylvania
$11.7M -$80.7K 1 1.82% Reduced
320
Hantz Financial Services
Hantz Financial Services
Michigan
$11.7M +$526K 2 0.43% Increased
321
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$11.7M $0 1 0.61% Maintained
322
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$11.6M +$3.42M 1 0.6% Increased
323
AIM
Arcadia Investment Management
Michigan
$11.6M -$581K 2 2.17% Reduced
324
SGCIA
Smith Graham & Co Investment Advisors
Texas
$11.5M -$1.38M 1 1.02% Reduced
325
First Horizon Advisors
First Horizon Advisors
Tennessee
$11.5M +$165K 5 0.62% Increased