← 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
Creative Planning
Creative Planning
Kansas
$48.7M -$16M 6 0.09% Reduced
202
Ancora Advisors
Ancora Advisors
Ohio
$47.7M -$605K 2 1.12% Reduced
203
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$47.3M -$33.4K 2 1.62% Reduced
204
Junto Capital Management
Junto Capital Management
New York
$46.4M +$42.6M 1 1.04% New
205
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$46.3M +$1.72M 3 0.11% Increased
206
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$45.4M -$1.32M 1 0.41% Reduced
207
SAM
Scopus Asset Management
New York
$45.3M -$14.9M 1 1.14% Reduced
208
J. Stern & Co
J. Stern & Co
United Kingdom
$44.7M +$40.1M 1 8.14% New
209
INTECH Investment Management
INTECH Investment Management
Florida
$44.5M -$6.6M 2 0.65% Reduced
210
Natixis Investment Managers International
Natixis Investment Managers International
France
$44.4M +$8M 1 3.15% Increased
211
Oribel Capital Management
Oribel Capital Management
New York
$44.3M +$21.3M 2 2.93% Increased
212
Westwood Holdings Group
Westwood Holdings Group
Texas
$44.3M -$74.6M 2 0.37% Reduced
213
National Pension Service
National Pension Service
South Korea
$44.2M $0 1 0.06% Maintained
214
EULAV Asset Management
EULAV Asset Management
Florida
$43.7M +$5.75M 1 1.35% Increased
215
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$42.6M +$16.8M 1 1.1% Increased
216
Cumberland Partners
Cumberland Partners
Ontario, Canada
$42.3M -$401K 1 3.87% Reduced
217
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$41.2M -$6.75M 4 0.33% Reduced
218
UMB Bank
UMB Bank
Missouri
$41.1M +$139K 3 0.6% Increased
219
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$40.9M -$2.51M 3 0.64% Reduced
220
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$40.4M -$2.16M 5 0.29% Reduced
221
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
$40.3M -$9.8M 1 2.96% Reduced
222
Storebrand Asset Management
Storebrand Asset Management
Norway
$40.1M -$1.55M 3 0.15% Reduced
223
Arizona State Retirement System
Arizona State Retirement System
Arizona
$40.1M -$70K 5 0.3% Reduced
224
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$39.9M -$1.77M 1 1.2% Reduced
225
Kodai Capital Management
Kodai Capital Management
Illinois
$39.1M +$35.8M 1 0.8% New