← 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
176
Tocqueville Asset Management
Tocqueville Asset Management
New York
$22.1M -$7.9M 2 0.27% Reduced
177
TC
Towle & Co
Colorado
$22M +$89K 1 3.69% Increased
178
AIM
Avity Investment Management
Connecticut
$21.4M -$1.12M 1 3.31% Reduced
179
SCM
Snow Capital Management
Pennsylvania
$21.4M -$34.6M 1 0.96% Reduced
180
Hermes Investment Management
Hermes Investment Management
United Kingdom
$21.3M -$2.66M 1 0.36% Reduced
181
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$21.2M -$1.46M 1 0.38% Reduced
182
Aperio Group
Aperio Group
California
$21.1M +$795K 4 0.15% Increased
183
MAA
Matrix Asset Advisors
New York
$20.6M +$1.56M 1 3.63% Increased
184
Axa
Axa
France
$20.5M +$3.07M 2 0.09% Increased
185
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$20.5M -$4.26M 4 0.14% Reduced
186
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$20.2M $0 1 0.88% Maintained
187
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$20.1M +$15M 2 0.15% Increased
188
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$20M -$22.9K 1 1.29% Reduced
189
ORIO
Old Republic International (ORI)
Illinois
$19.7M $0 1 0.85% Maintained
190
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$19.7M +$19.3M 3 0.35% New
191
AHL Partners
AHL Partners
United Kingdom
$19.7M +$14.4M 4 0.73% Increased
192
GIA
Guyasuta Investment Advisors
Pennsylvania
$19.6M +$84.9K 1 2.5% Increased
193
SEI Investments
SEI Investments
Pennsylvania
$19.5M +$5.65M 3 0.1% Increased
194
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$19.1M -$1.42M 2 0.19% Reduced
195
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$19M +$3.32M 2 0.11% Increased
196
HSBC Holdings
HSBC Holdings
United Kingdom
$18.5M +$8.46K 2 0.05% Increased
197
SCM
Stevens Capital Management
Pennsylvania
$18.5M -$11.4M 2 0.77% Reduced
198
OAM
Oxford Asset Management
United Kingdom
$18.4M +$7.5M 2 0.57% Increased
199
AL
AJO LP
Pennsylvania
$18.4M -$2.5M 1 0.08% Reduced
200
Glenmede Trust
Glenmede Trust
Pennsylvania
$18.3M -$1.76M 4 0.1% Reduced