← 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
Aberdeen Group
Aberdeen Group
United Kingdom
$18.8M -$3.29M 2 0.05% Reduced
202
Korea Investment Corp
Korea Investment Corp
South Korea
$18.7M -$12.8M 1 0.07% Reduced
203
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$18.4M -$2.9M 2 0.15% Reduced
204
Artemis Investment Management
Artemis Investment Management
United Kingdom
$18.2M -$10.8M 1 0.24% Reduced
205
Scout Investments
Scout Investments
Missouri
$18.1M -$1.89M 1 0.43% Reduced
206
Los Angeles Capital Management
Los Angeles Capital Management
California
$18M -$708K 4 0.09% Reduced
207
QS Investors
QS Investors
New York
$18M -$8.55M 1 0.25% Reduced
208
Aviva
Aviva
United Kingdom
$17.6M -$3.43M 3 0.11% Reduced
209
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$17.5M -$6.9M 2 0.35% Reduced
210
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$17.4M -$13.5M 4 0.04% Reduced
211
Jane Street
Jane Street
New York
$17.3M +$3.82M 4 0.01% Increased
212
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$17.1M +$1.16M 4 0.16% Increased
213
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$16.8M -$265K 1 1.86% Reduced
214
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$16.8M +$346K 1 0.51% Increased
215
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$16.7M +$2.97M 6 0.03% Increased
216
TIP
Torray Investment Partners
Maryland
$16.5M -$232K 2 3.11% Reduced
217
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$16.5M -$17.4K 3 0.21% Reduced
218
MetLife Investment Management
MetLife Investment Management
New Jersey
$16.5M +$441K 5 0.19% Increased
219
Ancora Advisors
Ancora Advisors
Ohio
$16.4M +$734K 1 0.69% Increased
220
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$16.4M +$413K 2 0.64% Increased
221
Alpha Cubed Investments
Alpha Cubed Investments
California
$16.3M -$1.54M 1 1.79% Reduced
222
TC
Towle & Co
Colorado
$16.2M -$278K 1 3.04% Reduced
223
Manning & Napier Group
Manning & Napier Group
New York
$16.2M -$479K 1 0.17% Reduced
224
Phoenix Financial
Phoenix Financial
Israel
$16M -$8.45M 1 0.68% Reduced
225
TPSF
Texas Permanent School Fund
Texas
$16M -$823K 3 0.25% Reduced