← 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
First Trust Advisors
First Trust Advisors
Illinois
$33.4M +$7.65M 4 0.09% Increased
127
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$32.6M -$1.28M 3 0.12% Reduced
128
Gotham Asset Management
Gotham Asset Management
New York
$32.2M +$18.4M 2 0.35% Increased
129
Federated Hermes
Federated Hermes
Pennsylvania
$31M +$12.9M 3 0.1% Increased
130
Barclays
Barclays
United Kingdom
$30.5M +$18.6M 5 0.04% Increased
131
KeyBank National Association
KeyBank National Association
Ohio
$29.8M -$3.49M 2 0.2% Reduced
132
Marshall Wace
Marshall Wace
United Kingdom
$28.5M +$20.4M 3 0.27% Increased
133
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$27.5M +$9.34M 2 0.04% Increased
134
Nuveen
Nuveen
North Carolina
$26.3M +$3.37M 1 0.14% Increased
135
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$25.8M -$783K 1 0.42% Reduced
136
Calamos Advisors
Calamos Advisors
Illinois
$25.8M -$17.1M 1 0.16% Reduced
137
JCM
Janney Capital Management
Pennsylvania
$25.8M -$1.83M 1 1.14% Reduced
138
Westfield Capital Management
Westfield Capital Management
Massachusetts
$25.7M -$7.75M 1 0.17% Reduced
139
SIM
Sadoff Investment Management
Wisconsin
$25M +$419K 1 2.87% Increased
140
Davenport & Co
Davenport & Co
Virginia
$24.5M -$200K 1 0.4% Reduced
141
1832 Asset Management
1832 Asset Management
Ontario, Canada
$23.7M -$10.4M 1 0.1% Reduced
142
Raymond James & Associates
Raymond James & Associates
Florida
$23.4M +$5.04M 4 0.08% Increased
143
TC
Towle & Co
Colorado
$22.9M +$89.9K 1 5.04% Increased
144
CC
Chubb Corp
New Jersey
$22.1M $0 1 1.78% Maintained
145
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$21.8M -$10.2M 1 1.99% Reduced
146
Zacks Investment Management
Zacks Investment Management
Illinois
$21.3M +$10.7M 1 0.69% Increased
147
Credit Agricole
Credit Agricole
France
$21.1M -$1.48M 4 0.1% Reduced
148
Laurion Capital Management
Laurion Capital Management
New York
$20.9M +$20.9M 2 0.19% New
149
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$20.8M +$4.59M 1 0.26% Increased
150
Capital International
Capital International
California
$20.6M -$1.51M 1 1.3% Reduced