← 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
Sit Investment Associates
Sit Investment Associates
Minnesota
$25.9M -$1.62M 3 0.55% Reduced
377
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$25.6M -$549K 2 0.95% Reduced
378
Oberweis Asset Management
Oberweis Asset Management
Illinois
$25.6M +$12.8M 2 1.11% Increased
379
Suncoast Equity Management
Suncoast Equity Management
Florida
$25.5M +$690K 2 2.61% Increased
380
Concentric Capital Strategies
Concentric Capital Strategies
Connecticut
$25.5M +$18.2M 2 1.13% Increased
381
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$25.2M -$222K 1 0.9% Reduced
382
Allworth Financial
Allworth Financial
California
$25M +$944K 5 0.12% Increased
383
Park West Asset Management
Park West Asset Management
California
$25M +$2.44M 1 1.89% Increased
384
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$24.8M -$1.66M 2 0.67% Reduced
385
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$24.7M -$773K 4 0.26% Reduced
386
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$24.7M +$12.9M 2 0.56% Increased
387
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$24.5M -$22.1M 2 0.07% Reduced
388
Grimes & Company
Grimes & Company
Massachusetts
$24.3M +$287K 1 0.66% Increased
389
Huntington National Bank
Huntington National Bank
Ohio
$24.1M +$254K 7 0.16% Increased
390
Wealthfront Advisers
Wealthfront Advisers
California
$24.1M +$802K 2 0.06% Increased
391
Portolan Capital Management
Portolan Capital Management
Massachusetts
$24M +$7.78M 1 1.5% Increased
392
NEOS Investment Management
NEOS Investment Management
Connecticut
$24M -$305K 3 0.3% Reduced
393
D.E. Shaw & Co
D.E. Shaw & Co
New York
$23.9M -$39.2M 5 0.02% Reduced
394
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$23.9M +$616K 1 0.18% Increased
395
Natixis
Natixis
France
$23.8M +$561K 1 0.11% Increased
396
Tributary Capital Management
Tributary Capital Management
Nebraska
$23.7M -$166K 1 2.1% Reduced
397
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$23.7M +$224K 3 0.1% Increased
398
PP
Prospector Partners
Connecticut
$23.6M +$470K 1 2.7% Increased
399
Chicago Capital
Chicago Capital
Illinois
$23.6M -$584K 1 0.58% Reduced
400
Blue Chip Partners
Blue Chip Partners
Michigan
$23.1M +$7.16M 1 1.89% Increased