← 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
51	SSM Sound Shore Management Greenwich, Connecticut	$134M	+$125M	1	2.61%	New
52	SC Stralem & Co New York	$133M	+$127M	1	4.02%	New
53	Morgan Stanley New York	$132M	+$126M	5	0.07%	New
54	Goldman Sachs New York	$128M	+$124M	5	0.05%	New
55	Russell Frank Company Seattle, Washington	$126M	+$121M	5	0.23%	New
56	Adage Capital Partners Boston, Massachusetts	$115M	+$112M	2	0.35%	New
57	Deutsche Bank Frankfurt Am Main Ge, Germany	$115M	+$110M	5	0.09%	New
58	Cambiar Investors Denver, Colorado	$112M	+$104M	1	1.81%	New
59	New York State Common Retirement Fund Albany, New York	$112M	+$107M	4	0.2%	New
60	BlackRock Investment Management Wilmington, Delaware	$110M	+$105M	5	0.2%	New
61	Highbridge Capital Management New York	$110M	+$105M	1	1.09%	New
62	Commerzbank Aktiengesellschaft Frankfurt, Germany	$108M	+$102M	2	0.48%	New
63	Disciplined Growth Investors Minneapolis, Minnesota	$107M	+$103M	1	3.47%	New
64	UBS AM Chicago, Illinois	$103M	+$98.6M	4	0.13%	New
65	Haverford Trust Company Radnor, Pennsylvania	$102M	+$97.3M	1	3.34%	New
66	PNC Financial Services Group Pittsburgh, Pennsylvania	$99.9M	+$95.7M	5	0.15%	New
67	Fred Alger Management New York	$98.1M	+$94M	1	0.58%	New
68	Royal Bank of Canada Toronto, Ontario, Canada	$97.2M	+$93.1M	4	0.08%	New
69	California Public Employees Retirement System Sacramento, California	$96M	+$91.9M	5	0.19%	New
70	Teachers Advisors New York	$95.9M	+$92.3M	5	0.26%	New
71	USAA United Services Automobile Association San Antonio, Texas	$92.4M	+$88.4M	3	0.43%	New
72	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$91.1M	+$87M	2	0.26%	New
73	SRS Investment Management New York	$89M	+$82.8M	1	6.64%	New
74	Eaton Vance Management Boston, Massachusetts	$87.8M	+$84.3M	2	0.27%	New
75	Santa Barbara Asset Management Los Angeles, California	$87.6M	+$83.9M	1	2.28%	New