← 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
351
Oberweis Asset Management
Oberweis Asset Management
Illinois
$63.9M +$2.42M 2 1.32% Increased
352
SEB Asset Management
SEB Asset Management
$63.4M -$886K 2 0.24% Reduced
353
Calamos Advisors
Calamos Advisors
Illinois
$63.2M -$11M 4 0.21% Reduced
354
Moran Wealth Management
Moran Wealth Management
Florida
$62.3M -$8.86M 4 1.7% Reduced
355
Amalgamated Bank
Amalgamated Bank
New York
$62.1M -$14.5M 7 0.43% Reduced
356
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$62M -$12.7M 3 0.74% Reduced
357
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$61.6M +$2.65M 3 0.75% Increased
358
SRFM
Shannon River Fund Management
New York
$61.6M +$8.32M 1 5.49% Increased
359
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$60.8M +$2.13M 6 0.5% Increased
360
Jain Global
Jain Global
New York
$60.8M -$28.2M 5 0.24% Reduced
361
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$60.4M +$1.95M 2 0.65% Increased
362
Group One Trading
Group One Trading
Illinois
$60.3M +$25.1M 6 0.08% Increased
363
Citizens Financial Group
Citizens Financial Group
Rhode Island
$60.3M +$1.04M 4 0.73% Increased
364
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$60M -$10.9M 4 0.21% Reduced
365
GJL
Gendell Jeffrey L
$60M -$3.64M 1 0.53% Reduced
366
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$59.8M +$23.3M 3 0.32% Increased
367
Kennedy Capital Management
Kennedy Capital Management
Missouri
$59.7M +$12.7M 2 1.06% Increased
368
Axiom Investors
Axiom Investors
Connecticut
$59.5M +$11.1M 3 0.51% Increased
369
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$59.4M +$1.36M 3 0.41% Increased
370
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$59.4M -$9.89M 1 0.95% Reduced
371
Oribel Capital Management
Oribel Capital Management
New York
$58.8M -$43M 1 1.78% Reduced
372
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$58.3M +$240K 4 0.58% Increased
373
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$58.3M -$6.4M 11 0.44% Reduced
374
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$58M -$6.22M 5 0.4% Reduced
375
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$58M +$46.7M 3 1.09% Increased