← 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
301
Glenmede Trust
Glenmede Trust
Pennsylvania
$86.7M -$14.5M 5 0.38% Reduced
302
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$86.4M +$567K 5 0.85% Increased
303
ORIO
Old Republic International (ORI)
Illinois
$85.9M $0 1 3.22% Maintained
304
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$85.2M +$744K 8 0.27% Increased
305
NEOS Investment Management
NEOS Investment Management
Connecticut
$84M +$13.9M 3 0.31% Increased
306
William Blair & Company
William Blair & Company
Illinois
$83.9M +$2.96M 5 0.22% Increased
307
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$83.5M +$1.28M 4 0.37% Increased
308
Czech National Bank
Czech National Bank
Czech Republic
$83.4M +$15.7M 3 0.45% Increased
309
NewEdge Advisors
NewEdge Advisors
Louisiana
$83.2M +$5.97M 11 0.25% Increased
310
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$83.1M +$35.9M 8 0.3% Increased
311
OAM
Ostrum Asset Management
France
$83M +$11M 3 4% Increased
312
Jefferies Financial Group
Jefferies Financial Group
New York
$82.2M +$26.2M 5 0.54% Increased
313
Daiwa Securities Group
Daiwa Securities Group
Japan
$80.9M +$6.34M 5 0.16% Increased
314
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$77.8M -$11.5M 2 1.56% Reduced
315
Nicholas Company
Nicholas Company
Wisconsin
$77.7M +$514K 1 1.42% Increased
316
R.M. Davis Inc
R.M. Davis Inc
Maine
$77.7M -$564K 1 1.23% Reduced
317
Eastern Bank
Eastern Bank
Massachusetts
$77.1M +$1.37M 3 1.18% Increased
318
Candriam SCA
Candriam SCA
Luxembourg
$75.8M -$21.1M 1 0.34% Reduced
319
Vaughan David Investments
Vaughan David Investments
Illinois
$74.8M -$725K 1 1.49% Reduced
320
Ancora Advisors
Ancora Advisors
Ohio
$74.6M -$5.19M 6 1.44% Reduced
321
Americana Partners
Americana Partners
Texas
$74.2M +$5.92M 2 1.67% Increased
322
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$73.5M -$1.8M 4 0.21% Reduced
323
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$73.4M -$1.26M 1 0.58% Reduced
324
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$73.1M $0 1 1.78% Maintained
325
Soros Fund Management
Soros Fund Management
New York
$73M +$57.9M 3 0.9% Increased