← 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
701
NA
Nordwand Advisors
Pennsylvania
$17.3M +$149K 1 2.65% Increased
702
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$17.3M +$4.73M 3 0.3% Increased
703
Fiduciary Trust
Fiduciary Trust
Massachusetts
$17.3M +$730K 4 0.19% Increased
704
JMFC
J.M. Forbes & Co
Massachusetts
$17.2M -$89.9K 1 1.35% Reduced
705
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$17.1M +$310K 5 0.32% Increased
706
Generali Asset Management
Generali Asset Management
Italy
$17.1M +$266 3 0.31% Increased
707
BCM
Brasada Capital Management
Texas
$17.1M +$4.17M 3 3.06% Increased
708
Cresset Asset Management
Cresset Asset Management
Illinois
$17M +$3.94M 5 0.06% Increased
709
OQS
Occudo Quantitative Strategies
Florida
$17M +$10.2M 1 0.9% Increased
710
Horizon Investments
Horizon Investments
North Carolina
$16.9M +$1.19M 4 0.19% Increased
711
Voleon Capital Management
Voleon Capital Management
California
$16.8M +$5.08M 3 0.31% Increased
712
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$16.8M +$4.19M 6 0.29% Increased
713
ECM
EagleClaw Capital Management
Massachusetts
$16.7M -$30.2K 1 2.24% Reduced
714
DAM
Deltec Asset Management
New York
$16.6M +$481K 2 2.46% Increased
715
SAM
Soviero Asset Management
New York
$16.5M +$2.21M 3 6.96% Increased
716
RAM
Robinhood Asset Management
California
$16.5M +$15.6M 1 0.88% New
717
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$16.5M +$10.7M 1 0.46% Increased
718
SCM
Seascape Capital Management
New Hampshire
$16.3M -$428K 1 3.91% Reduced
719
Prospera Financial Services
Prospera Financial Services
Texas
$16.3M -$515K 3 0.24% Reduced
720
Centiva Capital
Centiva Capital
New York
$16.3M +$13.7M 10 0.14% Increased
721
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$16.2M +$2.85M 1 0.12% Increased
722
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$16.2M +$2.11M 3 0.46% Increased
723
TAMH
Taikang Asset Management (HK)
Hong Kong
$16.2M +$5.51M 1 1.47% Increased
724
EI
EAM Investors
California
$16.2M -$11M 3 1.44% Reduced
725
FC
FORA Capital
Florida
$16.1M +$11.6M 3 1.11% Increased
27 28
29
30 31