← 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
$19.5M +$608K 1 0.56% Increased
202
Adage Capital Partners
Adage Capital Partners
Massachusetts
$19.3M $0 1 0.05% Maintained
203
HighTower Advisors
HighTower Advisors
Illinois
$19.1M +$1.77M 3 0.1% Increased
204
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$19.1M -$1.52M 2 0.57% Reduced
205
TCW Group
TCW Group
California
$19.1M +$16.5M 1 0.22% Increased
206
Alpha Cubed Investments
Alpha Cubed Investments
California
$19M +$1.53M 1 2.22% Increased
207
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$18.5M -$1.43M 1 0.13% Reduced
208
MC
Martin Currie
United Kingdom
$18.3M +$6.24M 1 1.17% Increased
209
OCM
Osterweis Capital Management
California
$18.3M -$44.1K 1 1.33% Reduced
210
Squarepoint
Squarepoint
New York
$18M +$5.99M 6 0.16% Increased
211
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$18M -$491K 6 0.03% Reduced
212
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$17.8M +$9.51M 1 0.34% Increased
213
CMG
Cavalry Management Group
California
$17.6M +$75.1K 1 4.12% Increased
214
Parnassus Investments
Parnassus Investments
California
$17.6M $0 1 0.06% Maintained
215
IIA
IPG Investment Advisors
California
$17.5M +$17.1M 1 6.12% New
216
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$17.1M -$7.29M 2 0.15% Reduced
217
Comerica Bank
Comerica Bank
Texas
$17.1M +$182K 4 0.13% Increased
218
Gabelli Funds
Gabelli Funds
New York
$17M $0 1 0.11% Maintained
219
Suntrust Banks
Suntrust Banks
Georgia
$16.9M +$644K 3 0.09% Increased
220
Arizona State Retirement System
Arizona State Retirement System
Arizona
$16.9M -$1.64M 3 0.21% Reduced
221
WBC
Westpac Banking Corp
Australia
$16.8M +$8.71M 3 0.23% Increased
222
Tocqueville Asset Management
Tocqueville Asset Management
New York
$16.6M -$1.04M 3 0.23% Reduced
223
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$16.5M -$291K 1 1.61% Reduced
224
PM
Pembroke Management
Quebec, Canada
$16.2M -$1.01M 1 1.76% Reduced
225
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$16.1M +$1.73M 3 0.07% Increased