← 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
Comerica Bank
Comerica Bank
Texas
$25.4M -$744K 5 0.15% Reduced
227
Braun Stacey Associates
Braun Stacey Associates
New York
$25.4M -$218K 1 0.99% Reduced
228
VanEck Associates
VanEck Associates
New York
$25.3M -$22M 4 0.06% Reduced
229
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$25.2M +$2.88M 1 0.37% Increased
230
NIP
Nicholas Investment Partners
California
$25.2M +$1.91M 2 1.58% Increased
231
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$25.1M -$5.13M 1 0.75% Reduced
232
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.9M +$14.3M 2 0.13% Increased
233
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$24.6M $0 2 0.3% Maintained
234
NAM
NorthCoast Asset Management
Connecticut
$24.1M +$5.11M 2 0.86% Increased
235
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$24.1M -$748K 5 0.15% Reduced
236
AJ
Ashburton (Jersey)
Jersey
$24M +$4.43M 1 10.1% Increased
237
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.8M +$162K 5 0.06% Increased
238
CA
Capitolis Advisors
New York
$23.6M +$19M 2 0.28% Increased
239
R.M. Davis Inc
R.M. Davis Inc
Maine
$23.6M +$4.99M 1 0.59% Increased
240
Eastern Bank
Eastern Bank
Massachusetts
$23.4M +$204K 1 1.15% Increased
241
DAM
Delta Asset Management
Tennessee
$22.9M -$5.91K 2 2.2% Reduced
242
MAI Capital Management
MAI Capital Management
Ohio
$22.5M +$428K 2 0.45% Increased
243
Marshall Wace North America
Marshall Wace North America
New York
$22.1M -$9.44M 2 0.09% Reduced
244
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$22.1M -$108K 2 0.2% Reduced
245
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$21.8M -$6.44M 3 0.25% Reduced
246
Meyer Handelman Company
Meyer Handelman Company
New York
$21.8M -$101K 1 0.86% Reduced
247
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$21.7M -$4.32M 1 0.86% Reduced
248
GAI
General American Investors
New York
$21.7M $0 1 1.81% Maintained
249
WBC
Westpac Banking Corp
Australia
$21.5M -$1.47M 2 0.22% Reduced
250
RI
Redwood Investments
Massachusetts
$21.5M -$8.47M 2 1.73% Reduced