← 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
326
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$72.8M +$34.1M 3 0.87% Increased
327
LBP AM
LBP AM
France
$72.4M +$28.9M 5 0.72% Increased
328
JSC
J. Stern & Co
United Kingdom
$72.4M -$658K 1 6.83% Reduced
329
Seven Grand Managers
Seven Grand Managers
New York
$72.3M +$48.8M 2 2.91% Increased
330
Chilton Investment Company
Chilton Investment Company
Connecticut
$72.2M +$16M 3 1.73% Increased
331
Sanctuary Advisors
Sanctuary Advisors
Indiana
$71.9M +$1.88M 7 0.33% Increased
332
Groupe la Francaise
Groupe la Francaise
France
$71.8M -$51.2M 2 0.86% Reduced
333
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$71.5M -$1.55M 2 0.45% Reduced
334
Hood River Capital Management
Hood River Capital Management
Florida
$71.5M +$59.5M 3 0.52% New
335
Vinva Investment Management
Vinva Investment Management
Australia
$70.4M +$38.3M 4 0.47% Increased
336
Pathstone Holdings
Pathstone Holdings
New Jersey
$70.4M +$3.51M 6 0.21% Increased
337
YCM
Yaupon Capital Management
New York
$69.7M +$39.8M 2 1.37% Increased
338
Vontobel Holding
Vontobel Holding
Switzerland
$68.2M -$11.4M 6 0.22% Reduced
339
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$68.1M -$4.09M 4 0.33% Reduced
340
ACM
Argent Capital Management
Missouri
$67.7M -$10.8M 2 2.14% Reduced
341
CastleKnight Management
CastleKnight Management
New York
$67.5M -$3.7M 3 0.91% Reduced
342
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$67M -$22.2M 2 0.5% Reduced
343
SIG
Senator Investment Group
New York
$67M +$17.9M 1 2.45% Increased
344
JLBC
J.L. Bainbridge & Co
Florida
$66.8M -$721K 2 5.26% Reduced
345
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$66.3M -$4.22M 1 1.3% Reduced
346
Xponance
Xponance
Pennsylvania
$66.3M +$4M 8 0.41% Increased
347
MAI Capital Management
MAI Capital Management
Ohio
$66M +$8.5M 4 0.25% Increased
348
AssetMark Inc
AssetMark Inc
California
$65.5M +$10.7M 6 0.11% Increased
349
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$65.5M -$6.41M 7 0.18% Reduced
350
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$64.3M -$7.21M 6 0.67% Reduced