← 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
Aware Super
Aware Super
Australia
$29.3M -$4.22M 2 0.43% Reduced
352
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$29.1M +$8.26M 3 0.63% Increased
353
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$29M -$1.78M 4 0.09% Reduced
354
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$28.6M +$908K 1 2.67% Increased
355
USS Investment Management
USS Investment Management
United Kingdom
$28.4M +$897K 2 0.17% Increased
356
Jane Street
Jane Street
New York
$28.2M -$199M 8 0.01% Reduced
357
Yousif Capital Management
Yousif Capital Management
Michigan
$28.1M -$279K 4 0.3% Reduced
358
Avantax Advisory Services
Avantax Advisory Services
Texas
$27.9M +$2.94M 5 0.15% Increased
359
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$27.5M -$5.41M 2 0.16% Reduced
360
Willis Investment Counsel
Willis Investment Counsel
Georgia
$27.4M +$4.68M 1 1.61% Increased
361
Sapient Capital
Sapient Capital
Indiana
$27.3M -$344K 2 0.49% Reduced
362
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$26.9M -$603K 4 0.77% Reduced
363
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$26.8M +$1.24M 4 0.08% Increased
364
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$26.7M +$236K 4 0.06% Increased
365
Vest Financial
Vest Financial
Virginia
$26.7M +$11M 2 0.38% Increased
366
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$26.7M +$8.18M 1 1.65% Increased
367
Gradient Investments
Gradient Investments
Minnesota
$26.6M +$1.56M 1 0.49% Increased
368
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$26.5M -$232K 3 0.1% Reduced
369
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$26.4M +$535K 1 0.47% Increased
370
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$26.4M +$2.96M 3 0.09% Increased
371
New York Life Investment Management
New York Life Investment Management
New York
$26.2M +$112K 3 0.25% Increased
372
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$26.2M -$5.93M 1 0.07% Reduced
373
Cullen Investment Group
Cullen Investment Group
Louisiana
$26.2M +$452K 1 3.69% Increased
374
Atria Investments
Atria Investments
North Carolina
$26.1M -$20.1K 4 0.31% Reduced
375
Southernsun Asset Management
Southernsun Asset Management
Tennessee
$26.1M +$5.1M 1 3.66% Increased