← 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
426
CIBC World Market
CIBC World Market
Ontario, Canada
$15.8M +$4.92M 2 0.04% Increased
427
Connors Investor Services
Connors Investor Services
Pennsylvania
$15.8M -$1.27M 1 1.65% Reduced
428
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$15.8M -$6.1M 1 0.81% Reduced
429
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$15.7M +$1.55M 1 1.21% Increased
430
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$15.7M +$9.8M 1 0.22% Increased
431
Torray Investment Partners
Torray Investment Partners
Maryland
$15.6M -$1.8M 2 2.33% Reduced
432
AC
Albar Capital
United Kingdom
$15.6M +$16M 1 2.37% New
433
Payden & Rygel
Payden & Rygel
California
$15.5M -$1.81M 1 1.26% Reduced
434
Payden & Rygel Investment Group
Payden & Rygel Investment Group
California
$15.5M -$1.81M 1 1.26% Reduced
435
LBP AM
LBP AM
France
$15.5M -$10.3M 1 0.64% Reduced
436
FNT
First Nebraska Trust
Nebraska
$15.4M -$146K 1 1.59% Reduced
437
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$15.4M +$1.17M 2 0.1% Increased
438
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$15.2M +$43K 3 0.3% Increased
439
Moors & Cabot
Moors & Cabot
Massachusetts
$15.1M -$487K 2 0.8% Reduced
440
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$15.1M +$11.7K 2 0.51% Increased
441
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$15M -$220K 2 0.58% Reduced
442
Twin Tree Management
Twin Tree Management
Texas
$14.9M -$24.7M 4 0.03% Reduced
443
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$14.8M +$2.91M 4 0.04% Increased
444
MIP
Marietta Investment Partners
Wisconsin
$14.7M -$659K 2 3.23% Reduced
445
EFIC
Eliot Finkel Investment Counsel
California
$14.6M -$226K 1 9.64% Reduced
446
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$14.6M -$1.74M 2 0.88% Reduced
447
Quantbot Technologies
Quantbot Technologies
New York
$14.6M +$11.6M 3 0.71% Increased
448
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$14.3M -$2.49M 1 0.62% Reduced
449
Boothbay Fund Management
Boothbay Fund Management
New York
$14.3M +$6.41M 2 0.34% Increased
450
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$14.2M -$2.2M 1 1.4% Reduced