← 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
226
LSV Asset Management
LSV Asset Management
Illinois
$117M -$158M 1 0.21% Reduced
227
Panagora Asset Management
Panagora Asset Management
Massachusetts
$116M -$55.3M 4 0.36% Reduced
228
Fred Alger Management
Fred Alger Management
New York
$116M +$43M 5 0.39% Increased
229
BGM
Burkehill Global Management
New York
$116M +$19.7M 3 4.18% Increased
230
Merewether Investment Management
Merewether Investment Management
Texas
$115M +$97.1M 2 2.17% New
231
Nissay Asset Management
Nissay Asset Management
Japan
$115M +$74.3M 3 0.48% Increased
232
Los Angeles Capital Management
Los Angeles Capital Management
California
$115M +$81.5M 6 0.42% Increased
233
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$114M +$15.7M 2 1.68% Increased
234
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$114M -$2.02M 2 1.07% Reduced
235
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$113M +$107M 1 1.21% New
236
Dragoneer Investment Group
Dragoneer Investment Group
California
$113M +$101M 1 3.98% New
237
Becker Capital Management
Becker Capital Management
Oregon
$112M -$2.97M 2 3.02% Reduced
238
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$111M +$106M 2 0.48% Increased
239
Frontier Capital Management
Frontier Capital Management
Massachusetts
$111M -$65.4M 3 1.03% Reduced
240
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$110M +$7.8M 8 0.06% Increased
241
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$110M +$5.7M 5 0.55% Increased
242
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$109M +$9.07M 9 0.17% Increased
243
Walleye Capital
Walleye Capital
New York
$109M +$84.3M 10 0.39% Increased
244
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$109M +$6.25M 4 0.32% Increased
245
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$109M -$4.97M 1 2.48% Reduced
246
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107M -$8.55M 11 0.33% Reduced
247
Granahan Investment Management
Granahan Investment Management
Massachusetts
$107M -$6.64M 2 3.8% Reduced
248
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$106M +$5.12M 3 2.07% Increased
249
Gotham Asset Management
Gotham Asset Management
New York
$106M +$26.1M 6 0.25% Increased
250
DnB Asset Management
DnB Asset Management
Norway
$105M -$7.76M 6 0.29% Reduced
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