← 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
Axiom Investors
Axiom Investors
Connecticut
$5.63M -$1.6M 1 0.14% Reduced
402
EP
Elkfork Partners
Oregon
$5.6M -$2.88M 3 0.15% Reduced
403
OCM
Olstein Capital Management
New York
$5.59M $0 1 0.71% Maintained
404
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$5.58M -$1.25M 1 0.74% Reduced
405
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$5.57M +$475K 3 0.04% Increased
406
Capital International
Capital International
California
$5.54M +$692K 2 0.99% Increased
407
Howe & Rusling
Howe & Rusling
New York
$5.47M -$100K 2 0.99% Reduced
408
Moors & Cabot
Moors & Cabot
Massachusetts
$5.47M +$269K 1 0.72% Increased
409
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$5.46M +$5.6M 1 0.14% New
410
Nelson Capital Management
Nelson Capital Management
California
$5.44M +$9.6K 1 1.41% Increased
411
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$5.38M -$219K 1 0.16% Reduced
412
FA
FDx Advisors
Illinois
$5.38M -$236K 3 0.16% Reduced
413
LSC
Lesa Sroufe & Co
Washington
$5.31M -$54K 1 4.17% Reduced
414
Rafferty Asset Management
Rafferty Asset Management
New York
$5.31M +$1.06M 1 0.08% Increased
415
Beacon Financial Group
Beacon Financial Group
Texas
$5.3M -$131K 1 0.9% Reduced
416
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$5.24M +$18.6K 1 0.59% Increased
417
Nissay Asset Management
Nissay Asset Management
Japan
$5.23M -$265K 2 0.16% Reduced
418
Advisor Group
Advisor Group
Arizona
$5.21M +$45.4K 6 0.07% Increased
419
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$5.18M +$5.28M 4 0.35% Increased
420
Columbus Circle Investors
Columbus Circle Investors
$5.17M -$3.5M 1 0.1% Reduced
421
Barings
Barings
North Carolina
$5.17M $0 2 0.07% Maintained
422
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$5.17M $0 2 0.5% Maintained
423
Intact Investment Management
Intact Investment Management
Quebec, Canada
$5.16M +$230K 1 0.2% Increased
424
Goelzer Investment Management
Goelzer Investment Management
Indiana
$5.12M -$136K 1 0.61% Reduced
425
CA
Cullinan Associates
Kentucky
$5.11M +$4.64M 1 0.39% Increased