← 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
DnB Asset Management
DnB Asset Management
Norway
$57.5M +$2.99M 3 0.24% Increased
227
JLBC
J.L. Bainbridge & Co
Florida
$57.5M -$757K 1 5.21% Reduced
228
ZP
Zimmer Partners
New York
$57.4M -$3.59M 1 1.25% Reduced
229
Mediolanum International Funds
Mediolanum International Funds
Ireland
$57.3M +$17.3M 2 0.69% Increased
230
Citizens Financial Group
Citizens Financial Group
Rhode Island
$57.2M +$13.9M 2 0.92% Increased
231
Acadian Asset Management
Acadian Asset Management
Massachusetts
$57.1M +$35.2M 2 0.12% Increased
232
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$57M +$3.25M 3 0.72% Increased
233
SCM
Simcoe Capital Management
New York
$57M +$1.98M 1 5.65% Increased
234
MetLife Investment Management
MetLife Investment Management
New Jersey
$57M -$15.1M 4 0.33% Reduced
235
Första AP-fonden
Första AP-fonden
Sweden
$56.6M +$5.44M 2 0.37% Increased
236
WhitTier Trust Company
WhitTier Trust Company
Nevada
$56.4M +$1.22M 3 1.28% Increased
237
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$56.4M -$714K 6 0.25% Reduced
238
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$56.2M -$6.1M 2 0.32% Reduced
239
Artemis Investment Management
Artemis Investment Management
United Kingdom
$56.1M -$32.9M 1 0.72% Reduced
240
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$54.9M -$1.18M 1 0.97% Reduced
241
Osaic Holdings
Osaic Holdings
Arizona
$54.8M +$8M 8 0.1% Increased
242
Kestra Advisory Services
Kestra Advisory Services
Texas
$54.1M +$1.85M 3 0.26% Increased
243
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$52.9M -$6.74K 3 0.27% Reduced
244
Pacer Advisors
Pacer Advisors
Pennsylvania
$52.9M -$79.6M 3 0.13% Reduced
245
Americana Partners
Americana Partners
Texas
$52.6M -$107K 1 1.81% Reduced
246
Becker Capital Management
Becker Capital Management
Oregon
$52.4M +$831K 2 1.63% Increased
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$52.2M +$2.57M 5 0.28% Increased
248
Mercer Global Advisors
Mercer Global Advisors
Colorado
$52M -$2.13M 4 0.11% Reduced
249
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$51.5M +$28.3M 1 0.43% Increased
250
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$51.3M +$17.6M 4 0.11% Increased