← 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
Pacer Advisors
Pacer Advisors
Pennsylvania
$18M -$4.12M 3 0.07% Reduced
327
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$17.9M -$5.97M 1 0.82% Reduced
328
CIBC World Markets
CIBC World Markets
New York
$17.9M +$9.8M 2 0.15% Increased
329
Goelzer Investment Management
Goelzer Investment Management
Indiana
$17.8M -$91.5K 1 1.5% Reduced
330
Stephens Inc
Stephens Inc
Arkansas
$17.7M +$815K 2 0.32% Increased
331
Oppenheimer & Co
Oppenheimer & Co
New York
$17.6M +$93.8K 3 0.35% Increased
332
Brookfield Corp
Brookfield Corp
Ontario, Canada
$17.4M -$1.28M 1 0.07% Reduced
333
GGHC
Gilder Gagnon Howe & Co
New York
$17.2M -$3.1M 1 0.24% Reduced
334
Glenview Capital Management
Glenview Capital Management
New York
$17.2M -$30.8M 1 0.39% Reduced
335
ACM
Ararat Capital Management
Connecticut
$17.1M -$7.96M 1 5.71% Reduced
336
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$17M $0 1 0.2% Maintained
337
Connors Investor Services
Connors Investor Services
Pennsylvania
$17M -$141K 1 1.92% Reduced
338
Philosophy Capital Management
Philosophy Capital Management
California
$16.9M +$890K 1 1.37% Increased
339
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$16.9M -$32.8M 2 0.12% Reduced
340
Moran Wealth Management
Moran Wealth Management
Florida
$16.8M +$7.55M 2 0.63% Increased
341
Daiwa Securities Group
Daiwa Securities Group
Japan
$16.8M +$643K 3 0.11% Increased
342
Mutual of America Capital Management
Mutual of America Capital Management
New York
$16.7M +$95.6K 3 0.19% Increased
343
WesBanco Bank
WesBanco Bank
West Virginia
$16.6M +$53.6K 1 0.7% Increased
344
DRP
Decade Renewable Partners
Texas
$16.6M -$10.8M 1 7.68% Reduced
345
Natixis Investment Managers International
Natixis Investment Managers International
France
$16.5M -$485K 1 1.22% Reduced
346
KCM
Kingdon Capital Management
New York
$16.2M -$1.89M 1 1.53% Reduced
347
General American Investors
General American Investors
New York
$16.1M -$1.06M 1 1.4% Reduced
348
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$16.1M +$417K 2 0.2% Increased
349
Xponance
Xponance
Pennsylvania
$16M +$181K 4 0.21% Increased
350
Torray Investment Partners
Torray Investment Partners
Maryland
$15.8M +$9.5K 2 2.74% Increased