← 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
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$8.05M +$158K 1 0.46% Increased
327
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.97M -$295K 1 0.06% Reduced
328
ProShare Advisors
ProShare Advisors
Maryland
$7.95M +$1.4M 3 0.04% Increased
329
PP
Paloma Partners
Connecticut
$7.86M +$964K 4 0.12% Increased
330
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$7.77M +$153K 1 0.87% Increased
331
Bridges Investment Management
Bridges Investment Management
Nebraska
$7.7M -$694K 1 0.29% Reduced
332
JWM
Jackson Wealth Management
Florida
$7.66M +$150K 2 1.27% Increased
333
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$7.61M -$1.17M 6 0.05% Reduced
334
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.54M +$893K 3 0.09% Increased
335
NCGI
Next Century Growth Investors
Minnesota
$7.53M +$1.31M 1 0.98% Increased
336
WhitTier Trust Company
WhitTier Trust Company
Nevada
$7.5M +$740K 3 0.48% Increased
337
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.48M -$3.71M 2 0.04% Reduced
338
CCP
Clough Capital Partners
Massachusetts
$7.26M +$6.34M 1 0.62% New
339
USAA
United Services Automobile Association
Texas
$7.26M -$1.49M 1 0.08% Reduced
340
William Blair Investment Management
William Blair Investment Management
Illinois
$7.21M -$2.56M 1 0.03% Reduced
341
Mercer Global Advisors
Mercer Global Advisors
Colorado
$7.18M +$718K 2 0.14% Increased
342
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$7.17M -$258K 2 0.24% Reduced
343
CC
Carlson Capital
Texas
$7.1M +$6.66M 1 0.13% New
344
GIA
Granite Investment Advisors
New Hampshire
$7.06M -$513K 1 1.33% Reduced
345
Mutual of America Capital Management
Mutual of America Capital Management
New York
$6.86M +$4.51K 2 0.09% Increased
346
Fidelity International
Fidelity International
Bermuda
$6.81M +$5.95M 2 0.01% Increased
347
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.79M +$268K 2 0.42% Increased
348
LCG
Lisanti Capital Growth
New York
$6.74M +$1.08M 2 1.79% Increased
349
Colony Group
Colony Group
Massachusetts
$6.62M +$323K 1 0.17% Increased
350
HEIP
Hudson Edge Investment Partners
New Jersey
$6.58M -$123K 1 1.73% Reduced