← 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
76	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$88.9M	-$8.97M	1	0.72%	Reduced
77	IIM Ivory Investment Management New York	$88.8M	+$79.1M	1	2.53%	Increased
78	KeyBank National Association Cleveland, Ohio	$88.8M	-$13.5M	1	0.59%	Reduced
79	Putnam Investments Boston, Massachusetts	$87.2M	+$26.7M	2	0.19%	Increased
80	Hardman Johnston Global Advisors Stamford, Connecticut	$86.2M	+$134K	1	4.6%	Increased
81	Factory Mutual Insurance Waltham, Massachusetts	$85.9M	-$11.2M	2	1.17%	Reduced
82	Disciplined Growth Investors Minneapolis, Minnesota	$85.5M	-$11.4M	1	2.23%	Reduced
83	Tocqueville Asset Management New York	$84.5M	-$26.7M	3	0.82%	Reduced
84	I.G. Investment Management Winnipeg, Manitoba, Canada	$83.4M	+$61.5M	2	0.29%	Increased
85	Lazard Asset Management New York	$82.6M	+$767K	1	0.17%	Increased
86	State of Wisconsin Investment Board Madison, Wisconsin	$82.1M	+$2.37M	2	0.3%	Increased
87	ACM Atlanta Capital Management Atlanta, Georgia	$79.7M	-$2.15M	1	0.54%	Reduced
88	AllianceBernstein Nashville, Tennessee	$79.2M	-$297M	5	0.07%	Reduced
89	Prudential Financial Newark, New Jersey	$78M	+$13.6M	4	0.14%	Increased
90	Federated Hermes Pittsburgh, Pennsylvania	$77.9M	+$2.63M	3	0.24%	Increased
91	New York State Teachers Retirement System (NYSTRS) Albany, New York	$77.4M	-$2.61M	3	0.2%	Reduced
92	Haverford Trust Company Radnor, Pennsylvania	$76.2M	+$488K	1	2.24%	Increased
93	Fred Alger Management New York	$75.4M	-$16.1M	1	0.37%	Reduced
94	RIG Roosevelt Investment Group New York	$74.9M	+$13.2M	1	3.19%	Increased
95	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$72.7M	+$1M	4	0.18%	Increased
96	CI Investments Inc Toronto, Ontario, Canada	$69M	+$4.96M	1	0.68%	Increased
97	Great Lakes Advisors Chicago, Illinois	$68.1M	+$1.11M	1	2.8%	Increased
98	Lyrical Asset Management New York	$65.8M	+$13.2M	1	2.87%	Increased
99	SCM Snow Capital Management Sewickley, Pennsylvania	$64.5M	-$2.21M	1	2.24%	Reduced
100	RIM Rainier Investment Management Seattle, Washington	$64.3M	-$29.3M	1	0.99%	Reduced