← 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
Nomura Holdings
Nomura Holdings
Japan
$31.3M +$25.7M 2 0.08% Increased
202
AIG
American International Group
New York
$31M -$517K 5 0.17% Reduced
203
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$30.7M -$924K 2 0.38% Reduced
204
Granahan Investment Management
Granahan Investment Management
Massachusetts
$30.7M +$2.11M 2 0.58% Increased
205
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$30.7M -$38.5K 1 0.32% Reduced
206
Aviva
Aviva
United Kingdom
$30.6M -$390K 3 0.14% Reduced
207
FCI
Financial Counselors Inc
Kansas
$30.4M +$446K 1 0.65% Increased
208
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$30.2M +$21.4K 4 0.61% Increased
209
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$30M -$251K 1 0.81% Reduced
210
Davis Selected Advisers
Davis Selected Advisers
Arizona
$29.9M -$3.15M 1 0.14% Reduced
211
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$29.4M -$798K 1 0.61% Reduced
212
Azimuth Capital Management
Azimuth Capital Management
Michigan
$28.7M -$11M 2 1.23% Reduced
213
Ancora Advisors
Ancora Advisors
Ohio
$28.7M +$672K 1 0.74% Increased
214
Gabelli Funds
Gabelli Funds
New York
$28.5M +$393K 2 0.19% Increased
215
Capitolis Advisors
Capitolis Advisors
New York
$28.4M -$2.05M 1 0.26% Reduced
216
Manning & Napier Group
Manning & Napier Group
New York
$28.3M -$362K 1 0.24% Reduced
217
Swiss Life Asset Management
Swiss Life Asset Management
$28.3M -$3.48M 3 0.39% Reduced
218
Becker Capital Management
Becker Capital Management
Oregon
$28.3M +$687K 2 1.19% Increased
219
Sadoff Investment Management
Sadoff Investment Management
Wisconsin
$28.1M -$292K 1 1.9% Reduced
220
SG Americas Securities
SG Americas Securities
New York
$27.8M +$10.6M 6 0.13% Increased
221
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$27.7M +$42.2K 3 0.16% Increased
222
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$27.4M +$2.66M 3 0.32% Increased
223
DFO
Duquesne Family Office
New York
$27.1M -$3.19M 1 0.88% Reduced
224
Frontier Capital Management
Frontier Capital Management
Massachusetts
$27.1M -$6.65M 2 0.21% Reduced
225
Nicholas Investment Partners
Nicholas Investment Partners
California
$26.8M -$4.88M 1 1.96% Reduced