← 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
151
SRFM
Shannon River Fund Management
New York
$30.1M -$14.8M 1 3.93% Reduced
152
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$30M +$2.65M 4 0.5% Increased
153
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$30M +$23.6M 1 12.67% Increased
154
Glenmede Trust
Glenmede Trust
Pennsylvania
$29.7M -$11M 4 0.18% Reduced
155
KeyBank National Association
KeyBank National Association
Ohio
$28.5M -$525K 3 0.16% Reduced
156
Chevy Chase Trust
Chevy Chase Trust
Maryland
$28.2M -$2.42M 1 0.11% Reduced
157
Miller Howard Investments
Miller Howard Investments
New York
$28.1M -$4.45M 1 1.4% Reduced
158
Pinnacle Associates
Pinnacle Associates
New York
$27.9M -$1.01M 2 0.69% Reduced
159
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$27.8M -$579K 2 0.37% Reduced
160
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$27.8M -$539K 2 0.13% Reduced
161
Panagora Asset Management
Panagora Asset Management
Massachusetts
$26.8M -$38.4M 2 0.17% Reduced
162
Two Sigma Advisers
Two Sigma Advisers
New York
$26.5M -$4.24M 4 0.08% Reduced
163
TCW Group
TCW Group
California
$26.2M -$2.04M 1 0.31% Reduced
164
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$25.5M -$647K 1 0.09% Reduced
165
RI
Redwood Investments
Massachusetts
$25.3M -$8.22M 2 2.24% Reduced
166
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$25.2M -$3.48K 2 0.16% Reduced
167
ACI
AMP Capital Investors
Australia
$25.1M -$5.86M 2 0.16% Reduced
168
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$25M -$1.18M 3 0.2% Reduced
169
GPGA
Grandeur Peak Global Advisors
Utah
$24.8M +$1.33M 1 1.91% Increased
170
Millennium Management
Millennium Management
New York
$24.2M +$3.23M 4 0.03% Increased
171
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$24M -$2.56M 4 0.21% Reduced
172
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$23.9M -$5.92M 1 0.28% Reduced
173
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$23.7M +$715K 1 0.17% Increased
174
OCM
Osterweis Capital Management
California
$23.6M -$547K 1 1.71% Reduced
175
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$23.5M +$571K 2 0.04% Increased