← 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
Ancora Advisors
Ancora Advisors
Ohio
$42.8M +$423K 2 1.14% Increased
202
Tredje AP-fonden
Tredje AP-fonden
Sweden
$42.4M +$7.36M 3 0.62% Increased
203
Cumberland Partners
Cumberland Partners
Ontario, Canada
$42M -$3.05M 1 4.04% Reduced
204
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$41.9M -$312K 2 1.61% Reduced
205
Alyeska Investment Group
Alyeska Investment Group
Illinois
$41.7M +$39.9M 1 0.28% Increased
206
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$41.5M +$755K 1 0.4% Increased
207
DF Dent & Co
DF Dent & Co
Maryland
$41.3M +$16.3M 2 0.61% Increased
208
Scout Investments
Scout Investments
Missouri
$41.2M +$5.09M 3 0.94% Increased
209
Brandes Investment Partners
Brandes Investment Partners
California
$41.2M +$3.33M 1 0.8% Increased
210
Argent Capital Management
Argent Capital Management
Missouri
$41.1M -$4.35M 1 1.46% Reduced
211
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$40.9M +$29.3M 4 0.41% Increased
212
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$40.8M +$27.3M 2 0.32% Increased
213
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$40.5M -$2.59M 5 0.07% Reduced
214
SRFM
Shannon River Fund Management
New York
$40.1M -$16.3M 1 7.97% Reduced
215
Corient Private Wealth
Corient Private Wealth
Florida
$40M -$472K 4 0.09% Reduced
216
WI
Wafra Inc
New York
$39.5M $0 1 1.32% Maintained
217
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$39.3M +$752K 3 0.11% Increased
218
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$38.6M -$6.84M 3 0.67% Reduced
219
Fullerton Fund Management
Fullerton Fund Management
Singapore
$38M -$6.35M 1 2.66% Reduced
220
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$37M +$36.7M 1 1.25% Increased
221
Man Group
Man Group
United Kingdom
$36.9M -$42.3M 0 – Closed
222
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$36.9M +$4.94M 5 0.28% Increased
223
UMB Bank
UMB Bank
Missouri
$36.2M -$1.38M 3 0.58% Reduced
224
Storebrand Asset Management
Storebrand Asset Management
Norway
$36M -$2.44M 3 0.17% Reduced
225
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$35.5M +$847K 2 0.45% Increased