← 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
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$29.9M -$1.29M 1 0.6% Reduced
202
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$29.8M -$640K 3 0.6% Reduced
203
FCI
Financial Counselors Inc
Kansas
$29.7M +$1.11M 1 0.65% Increased
204
Frontier Capital Management
Frontier Capital Management
Massachusetts
$29.7M +$1.28M 2 0.22% Increased
205
Eventide Asset Management
Eventide Asset Management
Massachusetts
$28.9M +$1.16M 1 0.39% Increased
206
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$28.9M +$4.93M 6 0.57% Increased
207
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$28.8M +$4.21M 3 0.16% Increased
208
Aviva
Aviva
United Kingdom
$28.8M -$2.2M 3 0.13% Reduced
209
SAM
Scopus Asset Management
New York
$28.6M -$5.19M 1 0.37% Reduced
210
Manning & Napier Group
Manning & Napier Group
New York
$28.5M +$1.57M 1 0.23% Increased
211
SIM
Sadoff Investment Management
Wisconsin
$28.2M -$123K 1 1.88% Reduced
212
Gabelli Funds
Gabelli Funds
New York
$27.9M +$3.4M 2 0.18% Increased
213
Ancora Advisors
Ancora Advisors
Ohio
$27.9M -$360K 1 0.73% Reduced
214
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$27.8M -$1.86M 2 0.32% Reduced
215
Becker Capital Management
Becker Capital Management
Oregon
$27.8M -$74.1K 2 1.18% Reduced
216
M&G Investment Management
M&G Investment Management
United Kingdom
$27.8M +$25.1M 4 0.07% Increased
217
Granahan Investment Management
Granahan Investment Management
Massachusetts
$27.7M +$6.16M 2 0.52% Increased
218
Los Angeles Capital Management
Los Angeles Capital Management
California
$27.4M +$406K 6 0.12% Increased
219
Royce & Associates
Royce & Associates
New York
$27.4M -$10.2M 1 0.19% Reduced
220
National Pension Service
National Pension Service
South Korea
$27.2M $0 1 0.05% Maintained
221
Royal London Asset Management
Royal London Asset Management
United Kingdom
$26.9M -$3.75M 2 0.11% Reduced
222
JCM
Jag Capital Management
Missouri
$25.8M +$135K 1 2.02% Increased
223
Woodline Partners
Woodline Partners
California
$25.8M +$19.1M 2 0.48% Increased
224
Advisors Capital Management
Advisors Capital Management
New Jersey
$25.6M +$14.6M 1 0.81% Increased
225
Arizona State Retirement System
Arizona State Retirement System
Arizona
$25.4M -$426K 5 0.21% Reduced