← 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
M&T Bank
M&T Bank
New York
$39.3M +$1.22M 2 0.24% Increased
127
Royce & Associates
Royce & Associates
New York
$38.7M -$7.88M 1 0.25% Reduced
128
Davis Selected Advisers
Davis Selected Advisers
Arizona
$38M -$3.33M 1 0.16% Reduced
129
VOYA Investment Management
VOYA Investment Management
Georgia
$37.3M -$5.73M 4 0.09% Reduced
130
Numeric Investors
Numeric Investors
Massachusetts
$36.6M -$19M 3 0.33% Reduced
131
Calamos Advisors
Calamos Advisors
Illinois
$36.3M -$5.92M 1 0.29% Reduced
132
Davenport & Co
Davenport & Co
Virginia
$36M -$7.1K 1 0.51% Reduced
133
ACI
AMP Capital Investors
Australia
$35.9M -$3.09M 3 0.21% Reduced
134
JCM
Janney Capital Management
Pennsylvania
$35.4M -$1.4M 1 1.63% Reduced
135
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$34.9M +$639K 1 0.8% Increased
136
Citadel Advisors
Citadel Advisors
Florida
$34.6M +$18.3M 3 0.03% Increased
137
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$34M -$3.14M 1 0.18% Reduced
138
US Bancorp
US Bancorp
Minnesota
$34M +$1.25M 4 0.12% Increased
139
SEI Investments
SEI Investments
Pennsylvania
$34M -$7.74M 5 0.15% Reduced
140
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$33.9M +$4.76M 2 0.12% Increased
141
Nuveen
Nuveen
North Carolina
$33.5M -$4.4M 2 0.2% Reduced
142
AAM
Ardevora Asset Management
United Kingdom
$33.5M +$79.7K 1 1.11% Increased
143
South Texas Money Management
South Texas Money Management
Texas
$33.5M +$3.03M 2 1.68% Increased
144
KeyBank National Association
KeyBank National Association
Ohio
$32.4M -$279K 3 0.19% Reduced
145
TC
Towle & Co
Colorado
$32.2M +$4.37M 1 3.71% Increased
146
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$32.1M -$3.12M 1 0.66% Reduced
147
PointState Capital
PointState Capital
New York
$32.1M +$30.7M 1 0.33% New
148
Silvercrest Asset Management
Silvercrest Asset Management
New York
$31.7M +$797K 1 0.34% Increased
149
NIMC
NWQ Investment Management Company
California
$31.1M -$11.3M 2 0.41% Reduced
150
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$31M +$4.21M 2 0.25% Increased