← 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
326
Buckingham Capital Management (New York)
Buckingham Capital Management (New York)
New York
$6.78M +$248K 1 0.55% Increased
327
Vigilant Capital Management
Vigilant Capital Management
Maine
$6.76M +$6.34M 1 1.5% Increased
328
EP Wealth Advisors
EP Wealth Advisors
California
$6.72M +$256K 1 1.56% Increased
329
PIM
Progressive Investment Management
Oregon
$6.67M +$49.5K 1 2.15% Increased
330
Foresters Investment Management
Foresters Investment Management
New York
$6.66M +$24.5K 2 0.14% Increased
331
MTB
Mizuho Trust & Banking
Japan
$6.52M $0 1 0.02% Maintained
332
BIC
Bridges Investment Counsel
Nebraska
$6.5M -$260K 1 1.49% Reduced
333
Placemark Investments
Placemark Investments
Illinois
$6.48M -$64.8K 2 0.12% Reduced
334
Utah Retirement Systems
Utah Retirement Systems
Utah
$6.39M -$163K 1 0.18% Reduced
335
Leuthold Group
Leuthold Group
Minnesota
$6.37M -$4.34K 1 0.54% Reduced
336
PRC
Platte River Capital
Colorado
$6.36M -$218K 1 0.96% Reduced
337
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$6.3M -$6.63M 2 0.14% Reduced
338
Driehaus Capital Management
Driehaus Capital Management
Illinois
$6.3M -$699K 2 0.2% Reduced
339
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
$6.21M $0 1 0.79% Maintained
340
Apriem Advisors
Apriem Advisors
California
$6.18M -$121K 1 2.36% Reduced
341
BWAM
Boyd Watterson Asset Management
Ohio
$6M -$22.1K 1 2.6% Reduced
342
MIS
Morningstar Investment Services
Illinois
$5.94M +$2.14M 1 0.35% Increased
343
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.94M +$57.7K 1 0.05% Increased
344
SAS
Spectrum Advisory Services
Georgia
$5.91M $0 1 2.04% Maintained
345
Calamos Wealth Management
Calamos Wealth Management
Illinois
$5.9M +$52.5K 1 1.68% Increased
346
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$5.87M -$9.35K 1 0.86% Reduced
347
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$5.83M +$14.2K 1 0.58% Increased
348
Ally Financial
Ally Financial
Michigan
$5.79M $0 1 0.68% Maintained
349
PA
Para Advisors
New York
$5.79M -$1.22M 1 3.36% Reduced
350
Azimuth Capital Management
Azimuth Capital Management
Michigan
$5.79M +$123K 1 0.64% Increased