← 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
William Blair & Company
William Blair & Company
Illinois
$27.6M +$1.04M 3 0.09% Increased
327
GW&K Investment Management
GW&K Investment Management
Massachusetts
$27.6M +$24.1M 4 0.25% Increased
328
KBC Group
KBC Group
Belgium
$27.6M +$2.87M 4 0.08% Increased
329
Eastern Bank
Eastern Bank
Massachusetts
$27.4M -$5.45M 1 1.11% Reduced
330
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$27.4M -$11.4M 4 0.42% Reduced
331
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$27.3M -$10.1M 1 0.17% Reduced
332
Hantz Financial Services
Hantz Financial Services
Michigan
$27.3M -$2.56M 2 0.53% Reduced
333
CHAM
Clear Harbor Asset Management
Connecticut
$27M -$165K 2 2.32% Reduced
334
Gotham Asset Management
Gotham Asset Management
New York
$27M -$2.03M 3 0.35% Reduced
335
HRT Financial
HRT Financial
New York
$27M +$19.3M 2 0.15% Increased
336
Calamos Advisors
Calamos Advisors
Illinois
$26.9M +$388K 3 0.12% Increased
337
Xponance
Xponance
Pennsylvania
$26.7M -$1.31M 4 0.27% Reduced
338
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$26.7M -$608K 1 0.08% Reduced
339
SCA
Snowden Capital Advisors
New York
$26.7M -$119K 5 0.79% Reduced
340
Oppenheimer & Co
Oppenheimer & Co
New York
$26.7M +$907K 3 0.42% Increased
341
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$26.4M $0 1 0.26% Maintained
342
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$26.2M +$18.3M 3 0.18% Increased
343
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$26.1M +$25.7M 2 0.3% New
344
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$26.1M -$4.29M 1 0.21% Reduced
345
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$26.1M +$13.8M 1 1.99% Increased
346
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$25.7M +$380K 2 2.3% Increased
347
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$25.7M +$2.97M 4 0.27% Increased
348
Mutual of America Capital Management
Mutual of America Capital Management
New York
$25.5M +$91.9K 3 0.28% Increased
349
Capital International Investors
Capital International Investors
California
$25.5M $0 1 0.01% Maintained
350
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$25.5M -$756K 1 0.24% Reduced