← 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
$43.5M +$1.29M 3 0.24% Increased
127
SIM
Sadoff Investment Management
Wisconsin
$41.9M -$72K 1 3.74% Reduced
128
Davis Selected Advisers
Davis Selected Advisers
Arizona
$41M +$75.2K 1 0.17% Increased
129
Davenport & Co
Davenport & Co
Virginia
$40.8M -$27.8K 1 0.52% Reduced
130
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$40.5M +$3.67M 3 0.11% Increased
131
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$38.8M -$6.18M 2 0.3% Reduced
132
AAM
Ardevora Asset Management
United Kingdom
$38.8M -$3.16M 1 1.16% Reduced
133
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$38.3M +$12M 4 0.24% Increased
134
GGHC
Gilder Gagnon Howe & Co
New York
$37.8M -$537K 2 0.53% Reduced
135
Aberdeen Group
Aberdeen Group
United Kingdom
$36.5M +$35.9M 2 0.07% New
136
PIMC
Praesidium Investment Management Company
New York
$36M -$801K 1 2.94% Reduced
137
STRS Ohio
STRS Ohio
Ohio
$35.1M +$178K 4 0.15% Increased
138
US Bancorp
US Bancorp
Minnesota
$35M -$340K 4 0.11% Reduced
139
JCM
Janney Capital Management
Pennsylvania
$34.7M -$972K 1 1.5% Reduced
140
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$34.7M -$963K 1 0.72% Reduced
141
Calamos Advisors
Calamos Advisors
Illinois
$34.3M -$1.25M 1 0.27% Reduced
142
Panagora Asset Management
Panagora Asset Management
Massachusetts
$33.8M +$10.8M 3 0.13% Increased
143
TC
Towle & Co
Colorado
$33.8M +$967K 1 3.59% Increased
144
KeyBank National Association
KeyBank National Association
Ohio
$32.4M -$992K 3 0.19% Reduced
145
Citadel Advisors
Citadel Advisors
Florida
$31.6M +$14.5M 4 0.02% Increased
146
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$31.3M -$750K 4 0.23% Reduced
147
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$30.6M +$4.07M 3 0.17% Increased
148
Silvercrest Asset Management
Silvercrest Asset Management
New York
$30.4M -$3.19M 1 0.3% Reduced
149
Chevy Chase Trust
Chevy Chase Trust
Maryland
$30M $0 1 0.14% Maintained
150
Macquarie Group
Macquarie Group
Australia
$30M +$13.6M 4 0.05% Increased