← 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
Foresters Investment Management
Foresters Investment Management
New York
$6.68M -$691K 1 0.11% Reduced
377
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$6.6M +$4M 3 0.49% Increased
378
CCM
Cadence Capital Management
Massachusetts
$6.57M +$1.09M 2 0.43% Increased
379
Utah Retirement Systems
Utah Retirement Systems
Utah
$6.55M -$90.3K 1 0.14% Reduced
380
MIP
Marietta Investment Partners
Wisconsin
$6.31M +$193K 1 1.89% Increased
381
NIP
Nicholas Investment Partners
California
$6.25M +$3.09M 1 0.45% Increased
382
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$6.21M -$716K 2 0.14% Reduced
383
SAM
Southeastern Asset Management
Tennessee
$6.21M +$7.06M 1 0.08% New
384
CBOA
Commonwealth Bank of Australia
Australia
$6.16M -$839K 2 0.07% Reduced
385
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.13M -$711K 2 0.04% Reduced
386
MetLife Investment Management
MetLife Investment Management
New Jersey
$6.11M -$99.2K 3 0.07% Reduced
387
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$6.1M -$45.9K 1 0.51% Reduced
388
Curi RMB Capital
Curi RMB Capital
Illinois
$6.07M -$1.67M 1 0.16% Reduced
389
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$6.05M -$2.77M 3 0.15% Reduced
390
EWM
Edge Wealth Management
New York
$6.01M -$381K 1 1.6% Reduced
391
Nordea Investment Management
Nordea Investment Management
Sweden
$5.97M -$1.42M 2 0.01% Reduced
392
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$5.97M +$5.2M 3 0.12% Increased
393
AIA
AGF Investments America
Ontario, Canada
$5.95M -$14.7K 1 2.26% Reduced
394
HL Financial Services
HL Financial Services
Kentucky
$5.88M -$1.57M 2 0.1% Reduced
395
SSA
South Street Advisors
New York
$5.83M +$373K 2 0.58% Increased
396
Walleye Trading
Walleye Trading
New York
$5.78M -$994K 4 0.03% Reduced
397
Stephens Inc
Stephens Inc
Arkansas
$5.76M +$86.2K 1 0.21% Increased
398
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$5.75M +$338K 6 0.05% Increased
399
CIC
Cornercap Investment Counsel
Georgia
$5.64M -$14.8K 1 0.8% Reduced
400
Brookstone Capital Management
Brookstone Capital Management
Illinois
$5.64M +$83.6K 1 0.51% Increased