← 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
SGAM
Smith Group Asset Management
Texas
$26.9M -$973K 1 0.77% Reduced
177
Natixis Advisors
Natixis Advisors
Massachusetts
$26.9M -$28.4K 3 0.24% Reduced
178
ACI
AMP Capital Investors
Australia
$26.5M +$1.89M 2 0.14% Increased
179
NIMC
NWQ Investment Management Company
California
$25.7M -$2.39M 2 0.51% Reduced
180
MAA
Matrix Asset Advisors
New York
$25.7M -$1.15M 1 4.09% Reduced
181
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$25.3M -$34.8K 1 0.21% Reduced
182
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$25.2M +$119K 2 0.05% Increased
183
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$25.1M -$151K 1 0.21% Reduced
184
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$25.1M +$7.98M 2 0.16% Increased
185
SIC
Schwartz Investment Counsel
Michigan
$25M $0 1 1.33% Maintained
186
GIA
Guyasuta Investment Advisors
Pennsylvania
$25M -$143K 1 2.66% Reduced
187
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$24.8M -$155K 3 0.21% Reduced
188
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$23.6M -$444K 2 0.11% Reduced
189
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$23.3M -$1.97M 1 0.09% Reduced
190
Swiss Life Asset Management
Swiss Life Asset Management
$23.2M -$5.34M 1 0.31% Reduced
191
VOYA Investment Management
VOYA Investment Management
Georgia
$23M -$1.18M 4 0.05% Reduced
192
Guggenheim Capital
Guggenheim Capital
Illinois
$22.8M -$141K 4 0.15% Reduced
193
Panagora Asset Management
Panagora Asset Management
Massachusetts
$22.6M -$27.6M 3 0.09% Reduced
194
Creative Planning
Creative Planning
Kansas
$22.5M -$118K 4 0.08% Reduced
195
SC
Shellback Capital
Massachusetts
$22.4M +$21.1M 1 2.01% New
196
ACM
Argent Capital Management
Missouri
$22.4M -$1.68M 2 0.77% Reduced
197
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$22.2M +$12.6M 2 0.59% Increased
198
Whittier Trust
Whittier Trust
California
$21.8M -$145K 3 0.68% Reduced
199
LPU
Lansdowne Partners (UK)
United Kingdom
$21.7M +$4.83M 1 0.23% Increased
200
SCM
Stevens Capital Management
Pennsylvania
$21.1M +$2.14M 2 0.77% Increased