← 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
Congress Asset Management
Congress Asset Management
Massachusetts
$44.2M +$40.5M 1 0.97% New
127
Legal & General Group
Legal & General Group
United Kingdom
$43.6M +$1.35M 4 0.04% Increased
128
Royce & Associates
Royce & Associates
New York
$42.9M -$6.45M 1 0.28% Reduced
129
CC
Carlson Capital
Texas
$42.7M +$4.45M 1 0.54% Increased
130
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$41.2M -$3.94M 1 0.54% Reduced
131
STRS Ohio
STRS Ohio
Ohio
$40.8M -$1.88M 4 0.18% Reduced
132
PC
Passport Capital
California
$38.8M -$40.6M 1 0.8% Reduced
133
Davis Selected Advisers
Davis Selected Advisers
Arizona
$38.2M +$1.08M 1 0.17% Increased
134
Canada Life
Canada Life
Manitoba, Canada
$38.2M -$994K 3 0.11% Reduced
135
BA
Boston Advisors
Massachusetts
$37.6M +$33K 1 0.93% Increased
136
Panagora Asset Management
Panagora Asset Management
Massachusetts
$36.7M -$16.5M 4 0.17% Reduced
137
Zacks Investment Management
Zacks Investment Management
Illinois
$36.5M +$2.99M 3 1.03% Increased
138
SIM
Sadoff Investment Management
Wisconsin
$34.3M +$101K 1 3.79% Increased
139
JCM
Janney Capital Management
Pennsylvania
$33.7M -$1.07M 1 1.52% Reduced
140
Davenport & Co
Davenport & Co
Virginia
$33.3M +$944K 1 0.49% Increased
141
Barclays
Barclays
United Kingdom
$33.1M -$5.71M 5 0.04% Reduced
142
Calamos Advisors
Calamos Advisors
Illinois
$32.8M -$148K 1 0.23% Reduced
143
AAM
Ardevora Asset Management
United Kingdom
$32.5M +$29.8M 1 1.2% New
144
ALPS Advisors
ALPS Advisors
Colorado
$32.4M +$4.22M 2 0.26% Increased
145
PIA
Piedmont Investment Advisors
North Carolina
$32.4M -$3.99M 1 0.7% Reduced
146
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$31.8M -$5.87M 1 0.67% Reduced
147
ACI
AMP Capital Investors
Australia
$31M +$8.32M 2 0.19% Increased
148
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$30.8M -$769K 1 0.17% Reduced
149
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$30.1M +$776 1 0.75% Increased
150
KeyBank National Association
KeyBank National Association
Ohio
$30M -$2.4M 2 0.19% Reduced
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