← 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
376
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$5.63M $0 2 0.52% Maintained
377
LSC
Lesa Sroufe & Co
Washington
$5.62M -$71.9K 1 5.21% Reduced
378
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$5.6M -$191K 1 0.17% Reduced
379
HR
Howe & Rusling
New York
$5.43M -$3.97M 2 1.1% Reduced
380
CIC
Cornercap Investment Counsel
Georgia
$5.38M +$250K 1 0.9% Increased
381
Bridges Investment Management
Bridges Investment Management
Nebraska
$5.35M +$60.7K 1 0.72% Increased
382
SM
Seminole Management
New York
$5.32M +$1.08M 1 1.3% Increased
383
Synovus Financial
Synovus Financial
Georgia
$5.32M +$398K 1 0.11% Increased
384
VOAM
Vertex One Asset Management
British Columbia, Canada
$5.31M $0 1 0.84% Maintained
385
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$5.29M +$159K 5 0.26% Increased
386
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.29M -$4.54M 2 0.05% Reduced
387
NCM
Nelson Capital Management
California
$5.28M -$22.1K 1 1.79% Reduced
388
NIP
Nicholas Investment Partners
California
$5.25M +$7.24K 1 0.37% Increased
389
Capital International Inc
Capital International Inc
California
$5.25M -$1.99M 1 0.75% Reduced
390
MIP
Marietta Investment Partners
Wisconsin
$5.23M +$326K 2 1.68% Increased
391
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$5.19M +$377K 1 0.15% Increased
392
Bahl & Gaynor
Bahl & Gaynor
Ohio
$5.19M +$332K 1 0.06% Increased
393
EP
Elkfork Partners
Oregon
$5.18M -$290K 3 0.16% Reduced
394
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$5.14M +$142K 1 0.63% Increased
395
SIM
Spark Investment Management
New York
$5.13M +$1.78M 2 0.32% Increased
396
AIA
AGF Investments America
Ontario, Canada
$5.12M +$975K 1 2.01% Increased
397
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$5.11M -$22.9K 1 0.08% Reduced
398
EFIC
Eliot Finkel Investment Counsel
California
$5.1M -$1.14K 1 3.75% Reduced
399
NIM
NXG Investment Management
Texas
$5.1M +$4.99M 1 0.17% New
400
Pendal Group
Pendal Group
Australia
$5.08M +$5.12M 1 0.07% New