← 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
Asset Management One
Asset Management One
Japan
$28.6M -$1.64M 3 0.13% Reduced
177
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$28.4M -$1.82M 1 0.09% Reduced
178
Bessemer Group
Bessemer Group
New Jersey
$28.3M -$1.05M 2 0.09% Reduced
179
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$28.1M +$5.22M 1 1.33% Increased
180
WIC
Willis Investment Counsel
Georgia
$27.7M -$17.8K 1 1.79% Reduced
181
Phoenix Financial
Phoenix Financial
Israel
$27.6M -$1.49M 1 1.15% Reduced
182
Whittier Trust
Whittier Trust
California
$27.5M +$238K 4 0.72% Increased
183
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$27.3M +$168K 3 0.18% Increased
184
Aberdeen Group
Aberdeen Group
United Kingdom
$26.7M -$1.27M 2 0.06% Reduced
185
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$26.6M -$146K 2 0.12% Reduced
186
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$26.5M +$1.88M 1 0.58% Increased
187
KC
KCL Capital
New York
$26.1M -$5.05M 2 4.19% Reduced
188
Artemis Investment Management
Artemis Investment Management
United Kingdom
$25.4M -$4.49M 2 0.32% Reduced
189
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$25.3M -$3.12M 1 0.29% Reduced
190
MAA
Matrix Asset Advisors
New York
$25.2M -$308K 1 4.11% Reduced
191
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$25.1M +$3.81M 2 0.16% Increased
192
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$25M +$3.95M 6 0.05% Increased
193
RHBC
R.H. Bluestein & Co
Michigan
$24.9M +$23.4M 1 1.25% New
194
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$24.9M +$6.11M 2 0.11% Increased
195
GIA
Guyasuta Investment Advisors
Pennsylvania
$24.1M -$91.2K 1 2.34% Reduced
196
GGHC
Gilder Gagnon Howe & Co
New York
$24M -$853K 2 0.25% Reduced
197
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$23.8M +$20.8M 1 0.96% New
198
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$23.5M -$72.8K 1 0.23% Reduced
199
AL
AJO LP
Pennsylvania
$23.4M +$19.9M 3 0.14% Increased
200
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$23.3M -$586K 3 0.26% Reduced