← 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
101
Guggenheim Capital
Guggenheim Capital
Illinois
$64M +$2.46M 4 0.17% Increased
102
Stifel Financial
Stifel Financial
Missouri
$63.3M +$3.57M 5 0.25% Increased
103
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$62.8M +$6.15M 1 2.89% Increased
104
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$61M -$14.9M 2 0.72% Reduced
105
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$60.6M -$5.88M 3 0.23% Reduced
106
Miller Howard Investments
Miller Howard Investments
New York
$60.4M -$579K 1 1.17% Reduced
107
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$59.7M +$8.87M 4 0.45% Increased
108
Point72 Asset Management
Point72 Asset Management
Connecticut
$59.6M +$40.3M 2 0.33% Increased
109
Canada Life
Canada Life
Manitoba, Canada
$59.4M +$242K 3 0.16% Increased
110
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.4M -$16.5M 4 0.07% Reduced
111
Baird Financial Group
Baird Financial Group
Wisconsin
$56.8M +$3.37M 3 0.46% Increased
112
Great Lakes Advisors
Great Lakes Advisors
Illinois
$56.2M +$1.86M 2 1.45% Increased
113
PIMC
Praesidium Investment Management Company
New York
$55.6M -$35.2M 1 4.53% Reduced
114
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$54.9M +$16.9M 5 0.15% Increased
115
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$53M -$556K 4 0.15% Reduced
116
Barclays
Barclays
United Kingdom
$52M +$5.59M 5 0.06% Increased
117
ALPS Advisors
ALPS Advisors
Colorado
$48.9M +$7.66M 2 0.34% Increased
118
Zacks Investment Management
Zacks Investment Management
Illinois
$46.3M +$5.11M 4 1.18% Increased
119
TCM
Tetrem Capital Management
Manitoba, Canada
$44.1M -$2.34M 1 1.82% Reduced
120
STRS Ohio
STRS Ohio
Ohio
$43.2M -$1.88M 3 0.19% Reduced
121
SIM
Sadoff Investment Management
Wisconsin
$42.2M -$258K 1 4.04% Reduced
122
GA
Glenhill Advisors
New York
$42.2M +$40.4M 1 3.27% New
123
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$42M +$481K 1 0.59% Increased
124
Korea Investment Corp
Korea Investment Corp
South Korea
$39.9M -$19.1M 2 0.2% Reduced
125
LM
Luminus Management
Texas
$39.8M -$12.7M 1 1.03% Reduced