← 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
ICOM
Investment Counselors of Maryland
Maryland
$23.2M -$9.25M 2 1.21% Reduced
177
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$23.1M -$4.11M 3 0.34% Reduced
178
Homestead Advisers
Homestead Advisers
Virginia
$23M +$17.6M 2 0.59% Increased
179
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$22.2M -$1.07M 1 0.57% Reduced
180
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$22.2M +$1.96M 4 0.26% Increased
181
Asset Management One
Asset Management One
Japan
$22.1M -$2.28M 1 0.11% Reduced
182
Azimuth Capital Management
Azimuth Capital Management
Michigan
$21.9M +$4.39M 2 1.39% Increased
183
Woodline Partners
Woodline Partners
California
$21.6M +$19.4M 2 0.85% New
184
PM
Pembroke Management
Quebec, Canada
$21.5M -$3.62M 1 2.53% Reduced
185
Comerica Bank
Comerica Bank
Texas
$21.4M +$613K 4 0.16% Increased
186
Royce & Associates
Royce & Associates
New York
$20.9M -$8.28M 2 0.23% Reduced
187
Trillium Asset Management
Trillium Asset Management
Massachusetts
$20.6M +$139K 1 0.88% Increased
188
LPL Financial
LPL Financial
California
$20M +$2.42M 5 0.03% Increased
189
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$19.9M -$3.19M 1 0.83% Reduced
190
ALPS Advisors
ALPS Advisors
Colorado
$19.9M -$2.18M 1 0.27% Reduced
191
Alyeska Investment Group
Alyeska Investment Group
Illinois
$19.8M +$18.5M 1 0.3% New
192
Becker Capital Management
Becker Capital Management
Oregon
$19.7M -$4.38M 2 1.12% Reduced
193
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$19.7M -$5.84M 1 1.4% Reduced
194
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$19.4M -$2.13M 2 0.09% Reduced
195
ACM
Argent Capital Management
Missouri
$19.4M -$1.26M 1 0.81% Reduced
196
SCCM
Schafer Cullen Capital Management
New York
$19.4M +$1.12M 1 0.3% Increased
197
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$19.3M +$44.2K 2 0.51% Increased
198
Rockefeller Capital Management
Rockefeller Capital Management
New York
$19.1M +$3.27M 4 0.2% Increased
199
VanEck Associates
VanEck Associates
New York
$19.1M +$3.56M 3 0.07% Increased
200
HighTower Advisors
HighTower Advisors
Illinois
$19M +$688K 2 0.1% Increased