← 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$6.07M -$299K 2 0.08% Reduced
327
CCM
Cadence Capital Management
Massachusetts
$6.06M +$249K 1 0.35% Increased
328
PP
Prospector Partners
Connecticut
$6.05M +$5.87M 1 0.46% New
329
Hancock Whitney
Hancock Whitney
Mississippi
$6.02M +$5.84M 1 0.23% New
330
Andra AP-fonden
Andra AP-fonden
Sweden
$5.99M +$853K 2 0.14% Increased
331
BPBT
Boston Private Bank & Trust
Massachusetts
$5.96M -$1.99M 2 0.28% Reduced
332
DILH
Dai-ichi Life Holdings
Japan
$5.92M -$502K 3 0.17% Reduced
333
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.88M -$1.36M 1 0.09% Reduced
334
SFM
Systematic Financial Management
New Jersey
$5.88M -$1.3M 1 0.04% Reduced
335
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$5.88M +$53.9K 2 0.07% Increased
336
FAAM
First Allied Asset Management
California
$5.84M +$5.67M 1 0.81% New
337
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.77M -$754K 3 0.03% Reduced
338
SRC
Shufro Rose & Co
New York
$5.75M -$43K 1 0.59% Reduced
339
DIA
Davidson Investment Advisors
Montana
$5.67M +$27.4K 1 0.85% Increased
340
BIC
Bridges Investment Counsel
Nebraska
$5.65M -$117K 1 1.29% Reduced
341
Federated Hermes
Federated Hermes
Pennsylvania
$5.63M -$5.9M 2 0.02% Reduced
342
TCM
Tygh Capital Management
Oregon
$5.62M -$633K 1 1.09% Reduced
343
Utah Retirement Systems
Utah Retirement Systems
Utah
$5.61M $0 1 0.15% Maintained
344
AF
Ally Financial
Michigan
$5.57M +$3.89M 1 0.62% Increased
345
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$5.53M +$3.48M 2 0.19% Increased
346
BWAM
Boyd Watterson Asset Management
Ohio
$5.5M -$30.2K 1 2.35% Reduced
347
QIM
Quest Investment Management
Oregon
$5.47M -$746K 1 0.65% Reduced
348
LM
Luminus Management
Texas
$5.44M +$5.27M 1 0.19% New
349
CIS
Connors Investor Services
Pennsylvania
$5.36M +$97.9K 1 1.22% Increased
350
NI
Nepsis Inc
Minnesota
$5.35M +$471K 1 3.12% Increased