← 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
101	Teacher Retirement System of Texas Austin, Texas	$52.3M	+$50.2M	4	0.48%	New
102	HI Honeywell International Charlotte, North Carolina	$51.2M	+$49M	1	1.39%	New
103	1832 Asset Management Toronto, Ontario, Canada	$49.9M	+$47.8M	1	0.22%	New
104	Gabelli Funds Rye, New York	$49.2M	+$47.1M	1	0.3%	New
105	Sit Investment Associates Minneapolis, Minnesota	$48.5M	+$46.5M	1	0.98%	New
106	Capital International Inc Los Angeles, California	$48.2M	+$46.2M	1	1.75%	New
107	Royce & Associates New York	$46.9M	+$48.1M	1	0.14%	New
108	APG Asset Management Amsterdam, Netherlands	$46.6M	+$44.5M	2	0.15%	New
109	Columbia Wanger Asset Management Chicago, Illinois	$46.1M	+$45.4M	1	0.2%	New
110	ACM Argent Capital Management St Louis, Missouri	$45.8M	+$43.9M	1	2.93%	New
111	Gateway Investment Advisers Cincinnati, Ohio	$44.6M	+$42.7M	1	0.39%	New
112	Federated Hermes Pittsburgh, Pennsylvania	$44.4M	+$42.9M	2	0.18%	New
113	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$44.3M	+$42.4M	1	0.25%	New
114	Parametric Portfolio Associates Seattle, Washington	$43M	+$41.2M	4	0.13%	New
115	BlackRock Japan Tokyo, Japan	$42.8M	+$40.8M	3	0.2%	New
116	Comerica Bank Dallas, Texas	$41.7M	+$40M	5	0.34%	New
117	VOYA Investment Management Atlanta, Georgia	$40.9M	+$40.1M	4	0.11%	New
118	Swiss National Bank Zurich, Switzerland	$39.8M	+$38M	4	0.17%	New
119	GAMCO Investors Greenwich, Connecticut	$39.6M	+$37.9M	1	0.25%	New
120	Balyasny Asset Management Chicago, Illinois	$38.6M	+$37M	1	0.65%	New
121	Capital International Los Angeles, California	$38.3M	+$36.7M	1	2.36%	New
122	Brown Advisory Baltimore, Maryland	$37.3M	+$35.7M	2	0.15%	New
123	TI Turner Investments Berwyn, Pennsylvania	$36.4M	+$35.7M	2	0.49%	New
124	SAM Scopus Asset Management New York	$34.5M	+$33M	1	0.96%	New
125	Macquarie Group Sydney, NSW 2000, Australia	$34.3M	+$32.9M	3	0.07%	New