← 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
201
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$19.7M -$23.2M 2 0.05% Reduced
202
FP
Foundry Partners
Minnesota
$19.6M -$11.3K 2 0.78% Reduced
203
LCS
Levin Capital Strategies
New York
$19.4M -$164M 2 2.17% Reduced
204
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$19.3M -$4.97M 1 0.22% Reduced
205
Capital World Investors
Capital World Investors
California
$19.3M +$5.91M 1 0% Increased
206
WIC
Willis Investment Counsel
Georgia
$19M +$38.1K 1 1.31% Increased
207
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$19M +$519K 1 0.4% Increased
208
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$18.9M +$1.01M 2 0.13% Increased
209
Eaton Vance Management
Eaton Vance Management
Massachusetts
$18.9M -$265K 4 0.04% Reduced
210
NIP
Nicholas Investment Partners
California
$18.9M +$4.51M 2 1.68% Increased
211
Guggenheim Capital
Guggenheim Capital
Illinois
$18.8M +$3.07M 3 0.15% Increased
212
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$18.5M -$1.86M 1 0.51% Reduced
213
IIA
IPG Investment Advisors
California
$18.5M +$17.5M 1 6.31% New
214
Nordea Investment Management
Nordea Investment Management
Sweden
$18.4M -$336K 3 0.04% Reduced
215
WI
WBI Investments
New Jersey
$18.3M +$17.3M 1 1.4% New
216
Great Lakes Advisors
Great Lakes Advisors
Illinois
$18.2M -$2.43M 2 0.41% Reduced
217
HighTower Advisors
HighTower Advisors
Illinois
$17.7M +$5.42M 3 0.12% Increased
218
GHCM
Glen Harbor Capital Management
California
$17.6M +$8.57M 4 0.38% Increased
219
Tocqueville Asset Management
Tocqueville Asset Management
New York
$17.5M +$5.55M 3 0.23% Increased
220
Alpha Cubed Investments
Alpha Cubed Investments
California
$17.4M +$706K 1 2.1% Increased
221
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$17.3M -$5.42M 1 0.17% Reduced
222
Arizona State Retirement System
Arizona State Retirement System
Arizona
$17.2M -$163K 3 0.2% Reduced
223
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$17.1M +$279K 4 0.24% Increased
224
Suntrust Banks
Suntrust Banks
Georgia
$17M +$1.71M 3 0.09% Increased
225
Royal London Asset Management
Royal London Asset Management
United Kingdom
$16.7M -$507K 2 0.13% Reduced