← 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
276	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$95M	-$139M	3	0.14%	Reduced
277	Jump Financial Chicago, Illinois	$94.9M	+$62.9M	7	0.76%	Increased
278	Fjarde Ap-fonden Stockholm, Sweden	$94.6M	-$14.1M	3	0.45%	Reduced
279	Vident Advisory Alpharetta, Georgia	$94.5M	+$918K	7	0.68%	Increased
280	Phoenix Financial Givatayim, Israel	$94.1M	+$76M	3	0.64%	Increased
281	MML Investors Services Springfield, Massachusetts	$93.8M	+$15.5M	8	0.19%	Increased
282	TCM Thames Capital Management Roseland, New Jersey	$93.5M	+$63.1M	4	7.69%	Increased
283	TD Waterhouse Canada Toronto, Ontario, Canada	$93.1M	+$7.26M	7	0.25%	Increased
284	Defiance ETFs New York	$92.6M	+$52.7M	6	1.26%	Increased
285	PWAM Park West Asset Management San Francisco, California	$92.1M	-$66.5M	1	6.28%	Reduced
286	Pinnacle Associates New York	$91M	-$1.46M	4	0.99%	Reduced
287	Empowered Funds Havertown, Pennsylvania	$90.7M	-$8.17M	3	0.48%	Reduced
288	Steward Partners Investment Advisory New York	$90.3M	+$11.5M	11	0.46%	Increased
289	First Financial Bankshares Abilene, Texas	$89.9M	+$346K	1	1.68%	Increased
290	Kestra Advisory Services Austin, Texas	$89.7M	+$6.34M	5	0.29%	Increased
291	Eurizon Capital SGR SpA Milan,	$89.2M	-$11.4M	4	0.24%	Reduced
292	Arizona State Retirement System Phoenix, Arizona	$88.5M	+$3.47M	6	0.45%	Increased
293	Robeco Institutional Asset Management Rotterdam, Netherlands	$88.1M	-$12.1M	4	0.11%	Reduced
294	Impax Asset Management Group London, United Kingdom	$87.7M	-$37.6M	1	0.57%	Reduced
295	LCM Logan Capital Management Newtown Square, Pennsylvania	$87.3M	+$68.5M	3	3.25%	New
296	Eventide Asset Management Boston, Massachusetts	$86.9M	-$11.8M	4	1.16%	Reduced
297	Retirement Systems of Alabama Montgomery, Alabama	$86.9M	-$38.1M	4	0.26%	Reduced
298	O'Shaughnessy Asset Management Stamford, Connecticut	$86.8M	-$9.4M	5	0.4%	Reduced
299	Quadrature Capital London, United Kingdom	$86.8M	+$88.6M	8	0.74%	Increased
300	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$86.7M	-$28.9M	1	2.72%	Reduced