← 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
Legal & General Group
Legal & General Group
United Kingdom
$32.1M -$1.64M 4 0.04% Reduced
127
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$31.9M +$1.85M 1 0.57% Increased
128
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$31.1M -$122K 1 3.28% Reduced
129
SCM
SKBA Capital Management
California
$30.9M +$1.77M 1 2.65% Increased
130
Fidelity International
Fidelity International
Bermuda
$30.9M -$84.9M 1 0.11% Reduced
131
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$30.3M +$4.67M 4 0.27% Increased
132
SG Americas Securities
SG Americas Securities
New York
$29.6M +$45.3M 5 0.18% Increased
133
JCM
Janney Capital Management
Pennsylvania
$27.2M +$273K 1 1.23% Increased
134
Westfield Capital Management
Westfield Capital Management
Massachusetts
$27M -$33.1M 1 0.19% Reduced
135
Axa
Axa
France
$26.7M +$17.4M 3 0.11% Increased
136
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26M +$17.8M 1 0.07% Increased
137
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$25.9M +$9.79M 5 0.07% Increased
138
First Trust Advisors
First Trust Advisors
Illinois
$25.2M -$1.6M 4 0.07% Reduced
139
Voloridge Investment Management
Voloridge Investment Management
Florida
$25M +$28.8M 1 1.18% New
140
Baird Financial Group
Baird Financial Group
Wisconsin
$24.8M +$828K 1 0.26% Increased
141
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$24.8M -$202K 2 0.1% Reduced
142
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.7M +$19M 3 0.13% Increased
143
Davenport & Co
Davenport & Co
Virginia
$24.3M +$675K 1 0.41% Increased
144
SIM
Sadoff Investment Management
Wisconsin
$23.1M +$359K 1 3.01% Increased
145
Eaton Vance Management
Eaton Vance Management
Massachusetts
$23M -$17.6M 3 0.07% Reduced
146
Nuveen
Nuveen
North Carolina
$22.7M -$174K 2 0.13% Reduced
147
Trillium Asset Management
Trillium Asset Management
Massachusetts
$22M +$6.45M 1 1.55% Increased
148
Credit Agricole
Credit Agricole
France
$21.9M -$846K 4 0.11% Reduced
149
Capital International
Capital International
California
$21.7M -$1.23M 1 1.44% Reduced
150
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$21.5M -$79.5K 1 0.19% Reduced