← 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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.3M +$1.05M 3 0.13% Increased
302
Fisher Asset Management
Fisher Asset Management
Washington
$12.3M +$350K 2 0.01% Increased
303
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.2M -$8.88M 4 0.05% Reduced
304
LBC
Lowe Brockenbrough & Co
Virginia
$12.1M +$157K 1 1.06% Increased
305
VHAM
Van Hulzen Asset Management
California
$12.1M +$13.1M 1 1.45% Increased
306
ProShare Advisors
ProShare Advisors
Maryland
$12.1M -$5.16M 4 0.04% Reduced
307
Utah Retirement Systems
Utah Retirement Systems
Utah
$12.1M +$28K 2 0.19% Increased
308
UIC
Uniplan Investment Counsel
Wisconsin
$12M +$1.46M 2 0.84% Increased
309
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$12M +$773K 1 0.36% Increased
310
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$11.9M +$1.27M 1 0.27% Increased
311
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.9M +$83.4K 2 0.21% Increased
312
TCM
Tributary Capital Management
Nebraska
$11.8M +$385K 1 1.17% Increased
313
WesBanco Bank
WesBanco Bank
West Virginia
$11.8M +$690K 1 0.52% Increased
314
SCM
Sirios Capital Management
Massachusetts
$11.7M +$6.65M 1 2.11% Increased
315
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$11.3M +$99.2K 1 0.75% Increased
316
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$11.3M +$462K 4 0.21% Increased
317
William Blair & Company
William Blair & Company
Illinois
$11.3M +$1.35M 2 0.05% Increased
318
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.3M +$12.6M 1 0.02% Increased
319
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$10.9M +$291K 3 0.02% Increased
320
New York Life Investment Management
New York Life Investment Management
New York
$10.9M +$12M 3 0.13% New
321
TPSF
Texas Permanent School Fund
Texas
$10.8M +$247K 3 0.17% Increased
322
AIM
Arcadia Investment Management
Michigan
$10.7M +$87K 2 2.4% Increased
323
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$10.6M -$75.7K 1 0.14% Reduced
324
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$10.6M $0 1 0.11% Maintained
325
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$10.6M +$5.48M 2 0.1% Increased