← 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
Tidal Investments
Tidal Investments
Wisconsin
$25.3M -$1.53M 4 0.34% Reduced
352
Citizens Financial Group
Citizens Financial Group
Rhode Island
$25.3M +$23.8M 1 0.56% Increased
353
Lido Advisors
Lido Advisors
California
$25.2M +$1.17M 2 0.14% Increased
354
Parnassus Investments
Parnassus Investments
California
$25.2M $0 1 0.05% Maintained
355
Raymond James Trust
Raymond James Trust
Florida
$25.2M +$763K 3 0.59% Increased
356
Railway Pension Investments
Railway Pension Investments
United Kingdom
$25.1M -$3.16M 1 0.3% Reduced
357
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$24.7M -$6.73M 2 0.44% Reduced
358
Nemes Rush Group
Nemes Rush Group
Michigan
$24.6M -$33.6K 1 3.38% Reduced
359
Advisors Asset Management
Advisors Asset Management
Colorado
$24.6M -$2.85M 3 0.48% Reduced
360
Panagora Asset Management
Panagora Asset Management
Massachusetts
$24.5M +$19M 2 0.12% Increased
361
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$24.5M -$1.06M 1 1.6% Reduced
362
Yousif Capital Management
Yousif Capital Management
Michigan
$24.4M -$737K 4 0.28% Reduced
363
New York Life Investment Management
New York Life Investment Management
New York
$24.3M -$70.8K 3 0.24% Reduced
364
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$24.2M -$2.41M 1 2.5% Reduced
365
Alpha Cubed Investments
Alpha Cubed Investments
California
$23.8M -$866K 1 1.14% Reduced
366
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$23.7M -$1.78M 1 1.06% Reduced
367
TC
TwinBeech Capital
New York
$23.5M -$18.7M 2 0.46% Reduced
368
Sit Investment Associates
Sit Investment Associates
Minnesota
$23.5M +$985K 3 0.54% Increased
369
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$23.4M +$6.81M 2 0.57% Increased
370
AssetMark Inc
AssetMark Inc
California
$23.2M -$220K 4 0.07% Reduced
371
Geneva Capital Management
Geneva Capital Management
Wisconsin
$23M +$3.12M 1 0.42% Increased
372
MML Investors Services
MML Investors Services
Massachusetts
$23M -$1.74M 5 0.09% Reduced
373
Andra AP-fonden
Andra AP-fonden
Sweden
$23M +$20.7M 2 0.39% New
374
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$22.9M -$1.03M 5 0.08% Reduced
375
PP
Prospector Partners
Connecticut
$22.8M +$190K 1 2.55% Increased