← 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
Guggenheim Capital
Guggenheim Capital
Illinois
$23M -$983K 4 0.17% Reduced
202
ACM
Argent Capital Management
Missouri
$22.8M +$44.9K 1 0.78% Increased
203
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$22.8M +$6.06M 2 0.25% Increased
204
HSBC Holdings
HSBC Holdings
United Kingdom
$22.6M +$9.2M 4 0.04% Increased
205
HighTower Advisors
HighTower Advisors
Illinois
$22.4M +$501K 3 0.13% Increased
206
SCCM
Schafer Cullen Capital Management
New York
$22.3M -$804K 1 0.26% Reduced
207
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$22.1M -$2.7M 3 0.31% Reduced
208
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$21.4M -$310K 3 0.59% Reduced
209
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$21.3M +$2.64M 3 0.09% Increased
210
CRCP
Copper Rock Capital Partners
Massachusetts
$21.3M +$18.6M 1 1.61% New
211
Alpha Cubed Investments
Alpha Cubed Investments
California
$21M -$591K 1 2.16% Reduced
212
Capital International Investors
Capital International Investors
California
$20.9M -$17.6M 1 0.01% Reduced
213
Westfield Capital Management
Westfield Capital Management
Massachusetts
$20.9M +$18.2M 1 0.15% New
214
Winton Group
Winton Group
United Kingdom
$20.9M -$3.14M 3 0.29% Reduced
215
OCM
Osterweis Capital Management
California
$20.9M -$27.9K 1 1.44% Reduced
216
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$20.7M -$1.79M 2 0.63% Reduced
217
Trillium Asset Management
Trillium Asset Management
Massachusetts
$20.4M +$3.66M 1 0.91% Increased
218
WBC
Westpac Banking Corp
Australia
$20.1M +$802K 3 0.26% Increased
219
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$20M +$2.94M 1 0.87% Increased
220
Comerica Bank
Comerica Bank
Texas
$19.8M -$247K 4 0.15% Reduced
221
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$19.3M -$200K 2 0.16% Reduced
222
Los Angeles Capital Management
Los Angeles Capital Management
California
$19.1M +$4.17M 4 0.1% Increased
223
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$18.9M +$10.9K 1 1.65% Increased
224
Arizona State Retirement System
Arizona State Retirement System
Arizona
$18.8M -$580K 3 0.23% Reduced
225
LPL Financial
LPL Financial
California
$18.4M +$2.24M 4 0.03% Increased