← 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
STRS Ohio
STRS Ohio
Ohio
$38.6M -$17.4M 4 0.17% Reduced
127
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$38.6M -$1.46M 1 0.45% Reduced
128
Korea Investment Corp
Korea Investment Corp
South Korea
$37.8M +$4.22M 2 0.23% Increased
129
SFM
Systematic Financial Management
New Jersey
$37.2M +$6.43M 1 0.51% Increased
130
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$36.8M +$10.1M 1 1.72% Increased
131
Legal & General Group
Legal & General Group
United Kingdom
$36.4M +$492K 4 0.04% Increased
132
Canada Life
Canada Life
Manitoba, Canada
$35.2M +$10.1M 3 0.11% Increased
133
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$35M +$16.5M 2 0.62% Increased
134
Barclays
Barclays
United Kingdom
$34.6M +$1.62M 5 0.04% Increased
135
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$34.4M -$2.14M 1 0.7% Reduced
136
BA
Boston Advisors
Massachusetts
$34.1M +$2.52M 1 0.85% Increased
137
Davis Selected Advisers
Davis Selected Advisers
Arizona
$33.7M +$13.9M 1 0.15% Increased
138
PIA
Piedmont Investment Advisors
North Carolina
$33.1M +$27.6M 1 0.68% Increased
139
CC
Carlson Capital
Texas
$32.1M -$1.84M 1 0.4% Reduced
140
JCM
Janney Capital Management
Pennsylvania
$31.6M -$190K 1 1.67% Reduced
141
Zacks Investment Management
Zacks Investment Management
Illinois
$30.3M +$2.19M 3 0.93% Increased
142
Calamos Advisors
Calamos Advisors
Illinois
$30M +$173K 1 0.21% Increased
143
SIM
Sadoff Investment Management
Wisconsin
$29.6M +$3.66M 1 3.54% Increased
144
KeyBank National Association
KeyBank National Association
Ohio
$29.5M -$1.28M 2 0.19% Reduced
145
Davenport & Co
Davenport & Co
Virginia
$29.4M +$464K 1 0.45% Increased
146
TGI
Tradewinds Global Investors
California
$27.8M -$2.07M 1 1.8% Reduced
147
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$27.4M +$427K 1 0.69% Increased
148
SCM
Stevens Capital Management
Pennsylvania
$27.3M +$22.9M 3 1.09% Increased
149
Tocqueville Asset Management
Tocqueville Asset Management
New York
$26.4M -$3.31M 2 0.31% Reduced
150
ALPS Advisors
ALPS Advisors
Colorado
$25.5M +$3.9M 1 0.23% Increased
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