← 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
126
Raymond James & Associates
Raymond James & Associates
Florida
$43.1M +$8.13M 3 0.19% Increased
127
Point72 Asset Management
Point72 Asset Management
Connecticut
$42.8M +$29M 1 0.29% Increased
128
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$42.1M -$1.88M 1 0.59% Reduced
129
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$42M +$598K 1 0.06% Increased
130
Capital Research Global Investors
Capital Research Global Investors
California
$40.8M $0 1 0.01% Maintained
131
Legal & General Group
Legal & General Group
United Kingdom
$39.8M -$1.61M 4 0.05% Reduced
132
VOYA Investment Management
VOYA Investment Management
Georgia
$39.2M -$2.72M 4 0.09% Reduced
133
HSBC Holdings
HSBC Holdings
United Kingdom
$39.2M +$1.61M 3 0.08% Increased
134
Panagora Asset Management
Panagora Asset Management
Massachusetts
$39.1M -$461K 4 0.2% Reduced
135
SCM
SKBA Capital Management
California
$38.9M $0 1 3.02% Maintained
136
NFA
Nationwide Fund Advisors
Ohio
$38.4M -$2.92M 5 0.15% Reduced
137
JCM
Janney Capital Management
Pennsylvania
$35.3M +$708K 1 1.18% Increased
138
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$34.9M $0 1 0.19% Maintained
139
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$34M +$2.53M 1 0.13% Increased
140
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$33.7M +$18.7M 1 2.76% Increased
141
Eaton Vance Management
Eaton Vance Management
Massachusetts
$32M -$11.3M 4 0.1% Reduced
142
First Trust Advisors
First Trust Advisors
Illinois
$31.6M -$1.16M 5 0.09% Reduced
143
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$31.5M -$36M 1 0.74% Reduced
144
Barclays
Barclays
United Kingdom
$31.3M -$24.6M 5 0.04% Reduced
145
Nuveen
Nuveen
North Carolina
$30.9M -$810K 2 0.17% Reduced
146
Davenport & Co
Davenport & Co
Virginia
$30.9M +$1.12M 1 0.47% Increased
147
Capital International
Capital International
California
$30.2M +$442K 1 1.84% Increased
148
MAA
Matrix Asset Advisors
New York
$29.8M +$305K 1 3.45% Increased
149
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$29.8M -$10.5M 3 0.18% Reduced
150
Credit Agricole
Credit Agricole
France
$29.7M +$542K 3 0.13% Increased