← 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
DWG
Darden Wealth Group
Michigan
$32.2M +$885K 1 19.38% Increased
302
Woodline Partners
Woodline Partners
California
$32.1M +$30.2M 1 0.31% Increased
303
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$31.7M +$8.67M 2 0.19% Increased
304
Czech National Bank
Czech National Bank
Czech Republic
$31.5M +$2.51M 2 0.36% Increased
305
Tocqueville Asset Management
Tocqueville Asset Management
New York
$31.5M -$2.18M 2 0.52% Reduced
306
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$31.1M -$863K 3 0.35% Reduced
307
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$31.1M +$64.9K 2 0.58% Increased
308
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$30.7M -$712K 1 1.27% Reduced
309
Cerity Partners
Cerity Partners
New York
$30M -$5.38M 5 0.08% Reduced
310
Vontobel Holding
Vontobel Holding
Switzerland
$29.9M -$1.22M 5 0.1% Reduced
311
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$29.9M -$3.53M 4 0.1% Reduced
312
CM
Cercano Management
Washington
$29.7M +$22.6M 2 0.79% Increased
313
Stephens Inc
Stephens Inc
Arkansas
$29.3M -$1.23M 3 0.45% Reduced
314
NIP
Nicholas Investment Partners
California
$29.2M +$198K 1 3.03% Increased
315
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$29M +$1.64M 6 0.03% Increased
316
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$28.7M +$3.16M 4 0.37% Increased
317
Scout Investments
Scout Investments
Missouri
$28.7M -$10.8M 2 0.77% Reduced
318
Royce & Associates
Royce & Associates
New York
$28.6M -$2.64M 3 0.27% Reduced
319
VIP
Vantage Investment Partners
Missouri
$28.5M -$787K 1 2.59% Reduced
320
Utah Retirement Systems
Utah Retirement Systems
Utah
$28.4M -$1.38M 3 0.34% Reduced
321
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$28.4M +$3.25M 2 0.33% Increased
322
LPU
Lansdowne Partners (UK)
United Kingdom
$28.2M -$7.59M 1 2.21% Reduced
323
VHAM
Van Hulzen Asset Management
California
$28M -$3.36M 1 1.88% Reduced
324
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.8M +$689K 5 0.1% Increased
325
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$27.8M -$5.15M 4 0.25% Reduced