← 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
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$18.9M -$155K 1 0.53% Reduced
202
Artemis Investment Management
Artemis Investment Management
United Kingdom
$18.9M +$8.16M 1 0.22% Increased
203
Swiss Life Asset Management
Swiss Life Asset Management
$18.9M +$3.87M 2 0.23% Increased
204
Great Lakes Advisors
Great Lakes Advisors
Illinois
$18.7M +$437K 2 0.41% Increased
205
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$18.5M -$2.8M 2 0.24% Reduced
206
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$18.4M -$18.4M 6 0.04% Reduced
207
Arizona State Retirement System
Arizona State Retirement System
Arizona
$18M +$19.2K 3 0.21% Increased
208
HSBC Holdings
HSBC Holdings
United Kingdom
$18M -$3.3M 2 0.03% Reduced
209
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$17.7M +$16.4M 1 0.77% Increased
210
Capital World Investors
Capital World Investors
California
$17.6M $0 1 0% Maintained
211
Alpha Cubed Investments
Alpha Cubed Investments
California
$17.5M -$476K 1 2.02% Reduced
212
Tocqueville Asset Management
Tocqueville Asset Management
New York
$17.4M +$995K 3 0.23% Increased
213
HighTower Advisors
HighTower Advisors
Illinois
$17.2M -$1.02M 4 0.1% Reduced
214
Gabelli Funds
Gabelli Funds
New York
$17M $0 1 0.11% Maintained
215
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$16.9M -$281K 1 1.63% Reduced
216
Fred Alger Management
Fred Alger Management
New York
$16.8M +$2.77M 3 0.06% Increased
217
CC
Carlson Capital
Texas
$16.7M +$16.2M 1 0.25% New
218
Suntrust Banks
Suntrust Banks
Georgia
$16.2M -$1.27M 3 0.08% Reduced
219
OCM
Osterweis Capital Management
California
$16M -$591K 1 1.13% Reduced
220
Comerica Bank
Comerica Bank
Texas
$15.9M -$183K 4 0.13% Reduced
221
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$15.8M -$780K 1 0.15% Reduced
222
BB&T Securities
BB&T Securities
Virginia
$15.7M -$508K 4 0.14% Reduced
223
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$15.7M +$311K 3 0.15% Increased
224
EP
Elkfork Partners
Oregon
$15.7M -$6.02M 4 0.38% Reduced
225
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$15.5M -$102K 1 0.51% Reduced