← 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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$24.8M -$2.34M 5 0.17% Reduced
277
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$24.4M -$216K 5 0.37% Reduced
278
MDSL
M.D. Sass LLC
New York
$24.3M +$20.8M 1 3.22% New
279
Första AP-fonden
Första AP-fonden
Sweden
$24.2M -$3.5M 2 0.26% Reduced
280
Capital International Investors
Capital International Investors
California
$23.9M -$33.8M 1 0.01% Reduced
281
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$23.8M +$6.49M 2 0.65% Increased
282
Synovus Financial
Synovus Financial
Georgia
$23.8M -$451K 2 0.26% Reduced
283
William Blair & Company
William Blair & Company
Illinois
$23.7M +$1.3M 2 0.09% Increased
284
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$23.7M -$32.3M 1 3.18% Reduced
285
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$23.6M +$220K 4 0.35% Increased
286
DIA
Davidson Investment Advisors
Montana
$23.6M -$129K 1 1.49% Reduced
287
Cetera Advisor Networks
Cetera Advisor Networks
California
$23.4M +$264K 4 0.16% Increased
288
GIP
Granite Investment Partners
California
$23.2M -$490K 1 0.93% Reduced
289
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23M +$768K 3 0.18% Increased
290
Advisors Capital Management
Advisors Capital Management
New Jersey
$22.5M -$2.46M 1 0.54% Reduced
291
GGI
Godsey & Gibb Inc
Virginia
$22.2M -$835K 1 2.52% Reduced
292
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$22.1M -$2.6M 1 0.56% Reduced
293
VIP
Vantage Investment Partners
Missouri
$22M -$4.01M 1 2.86% Reduced
294
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$21.9M -$41.2K 1 1.01% Reduced
295
Hantz Financial Services
Hantz Financial Services
Michigan
$21.8M -$983K 2 0.55% Reduced
296
WMC
Westwood Management Corporation
Illinois
$21.8M +$2.89M 1 2.81% Increased
297
ICM
Ionic Capital Management
New York
$21.7M -$1.08M 1 6.19% Reduced
298
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$21.7M +$4.43M 3 0.44% Increased
299
SW
SVB Wealth
Massachusetts
$21.6M -$12.1M 3 0.39% Reduced
300
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$21.5M -$5.04M 1 0.56% Reduced