← 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
401
MC
Moors & Cabot
Massachusetts
$4.79M +$1.09M 1 0.69% Increased
402
Intact Investment Management
Intact Investment Management
Quebec, Canada
$4.75M $0 1 0.21% Maintained
403
MCM
Mitchell Capital Management
Kansas
$4.72M +$38.1K 1 1.72% Increased
404
OAM
Oxford Asset Management
United Kingdom
$4.7M +$607K 2 0.09% Increased
405
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$4.67M +$868K 3 0.26% Increased
406
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.67M -$4.41M 2 0.03% Reduced
407
Advisor Group
Advisor Group
Arizona
$4.66M +$344K 5 0.07% Increased
408
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.63M -$5.21M 1 0.02% Reduced
409
ProShare Advisors
ProShare Advisors
Maryland
$4.63M +$813K 3 0.04% Increased
410
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$4.53M +$38K 3 0.21% Increased
411
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$4.52M +$4.35M 3 0.12% New
412
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$4.51M +$4.44M 1 0.22% New
413
Martingale Asset Management
Martingale Asset Management
Massachusetts
$4.5M -$2.14M 3 0.06% Reduced
414
IHL
Investment House LLC
California
$4.46M +$546K 1 0.58% Increased
415
SIM
Spark Investment Management
New York
$4.45M -$2.09M 2 0.24% Reduced
416
AMG National Trust Bank
AMG National Trust Bank
Colorado
$4.43M +$60.1K 1 0.31% Increased
417
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$4.37M +$202K 1 0.15% Increased
418
PAAMCP
Pacific Alternative Asset Management Company (PAAMCO)
California
$4.29M +$3.53M 1 0.47% Increased
419
Cullen Capital Management
Cullen Capital Management
New York
$4.29M +$4.21M 1 0.15% New
420
MCM
McKinley Capital Management
Alaska
$4.28M +$71.9K 1 0.18% Increased
421
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$4.25M +$4.17M 1 0.36% New
422
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$4.24M +$229K 5 0.05% Increased
423
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$4.21M +$944K 2 0.44% Increased
424
VHAM
Van Hulzen Asset Management
California
$4.19M +$399K 1 1.41% Increased
425
WAM
World Asset Management
Michigan
$4.11M +$163K 4 0.14% Increased