← 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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$20.4M +$299K 2 0.15% Increased
177
GGHC
Gilder Gagnon Howe & Co
New York
$20.3M -$6.69M 2 0.29% Reduced
178
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$20.2M +$932K 2 0.09% Increased
179
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$20.2M +$196K 1 0.19% Increased
180
ICOM
Investment Counselors of Maryland
Maryland
$20M +$4.59M 1 1.15% Increased
181
Becker Capital Management
Becker Capital Management
Oregon
$19.9M +$12.4M 1 0.78% Increased
182
Creative Planning
Creative Planning
Kansas
$19.7M +$11.2K 4 0.08% Increased
183
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$19.6M +$35.7K 2 0.11% Increased
184
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$19.1M +$10.9M 1 0.15% Increased
185
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$19M -$531K 3 0.18% Reduced
186
Korea Investment Corp
Korea Investment Corp
South Korea
$18.6M -$2.86M 2 0.1% Reduced
187
Whittier Trust
Whittier Trust
California
$18.4M +$436K 3 0.63% Increased
188
ACM
Argent Capital Management
Missouri
$18.3M +$917K 2 0.92% Increased
189
Federated Hermes
Federated Hermes
Pennsylvania
$18.2M +$1.9M 3 0.05% Increased
190
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$18.1M -$1.85M 2 0.03% Reduced
191
Great Lakes Advisors
Great Lakes Advisors
Illinois
$17.8M +$2.31M 2 0.42% Increased
192
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$17.7M +$8.64M 1 0.48% Increased
193
GIA
Guyasuta Investment Advisors
Pennsylvania
$17.6M -$2.32M 1 2.18% Reduced
194
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$17.5M +$3.59M 1 0.17% Increased
195
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$17.4M +$748K 1 0.5% Increased
196
Nomura Asset Management
Nomura Asset Management
Japan
$16.8M +$2.18M 2 0.19% Increased
197
FP
Foundry Partners
Minnesota
$16.7M +$587K 2 0.75% Increased
198
LPU
Lansdowne Partners (UK)
United Kingdom
$16.5M -$781K 1 0.24% Reduced
199
PM
Pembroke Management
Quebec, Canada
$16.3M -$2.75M 1 2.22% Reduced
200
Eaton Vance Management
Eaton Vance Management
Massachusetts
$16.3M -$312K 3 0.04% Reduced