← 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
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$9.6M -$35.5M 1 0.33% Reduced
277
Andra AP-fonden
Andra AP-fonden
Sweden
$9.54M +$9.37M 2 0.26% New
278
LPU
Lansdowne Partners (UK)
United Kingdom
$9.41M -$329K 1 0.08% Reduced
279
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.4M -$587K 2 0.18% Reduced
280
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$9.33M +$2.09M 2 0.22% Increased
281
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.25M +$3.81M 2 0.05% Increased
282
Hermes Investment Management
Hermes Investment Management
United Kingdom
$9.07M -$12.4M 1 0.16% Reduced
283
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$8.94M -$701K 2 0.21% Reduced
284
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.85M +$6.36M 3 0% Increased
285
MTIP
Magee Thomson Investment Partners
California
$8.84M +$8.73M 1 3.07% New
286
SGCIA
Smith Graham & Co Investment Advisors
Texas
$8.79M +$111K 1 0.95% Increased
287
MCM
McRae Capital Management
New Jersey
$8.77M +$68.9K 1 3.87% Increased
288
MPM
Meritage Portfolio Management
Kansas
$8.74M +$4.67M 2 0.95% Increased
289
Daiwa Securities Group
Daiwa Securities Group
Japan
$8.57M +$5.08M 3 0.05% Increased
290
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$8.55M +$8.44M 1 0.16% New
291
FBP
Flippin Bruce & Porter
Virginia
$8.44M +$385K 1 2.05% Increased
292
QIM
Quantitative Investment Management
Virginia
$8.44M +$2.91M 3 0.21% Increased
293
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.31M +$687K 1 0.16% Increased
294
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.25M -$138K 2 0.08% Reduced
295
Nordea Investment Management
Nordea Investment Management
Sweden
$8.21M +$2.83M 2 0.02% Increased
296
Cohen & Steers
Cohen & Steers
New York
$8.17M $0 1 0.02% Maintained
297
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$8.13M +$7.95M 1 0.45% New
298
SG Americas Securities
SG Americas Securities
New York
$8.07M +$4.4M 4 0.07% Increased
299
Douglas Lane & Associates
Douglas Lane & Associates
New York
$8.05M -$6.58M 1 0.21% Reduced
300
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$7.87M +$1.71M 2 0.18% Increased