← 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	$55.2M	-$918K	4	0.48%	Reduced
102	Federated Hermes Pittsburgh, Pennsylvania	$54.3M	+$7.86M	2	0.21%	Increased
103	Sit Investment Associates Minneapolis, Minnesota	$53.8M	+$3.04M	1	1.03%	Increased
104	CI Investments Inc Toronto, Ontario, Canada	$53.6M	-$1.14M	1	0.6%	Reduced
105	Prudential Financial Newark, New Jersey	$53.5M	-$1.68M	5	0.11%	Reduced
106	SAM Scopus Asset Management New York	$53.1M	+$16.6M	1	1.33%	Increased
107	Millennium Management New York	$52.3M	+$17.8M	5	0.17%	Increased
108	Two Sigma Investments New York	$51.9M	+$20.9M	2	0.33%	Increased
109	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$47.6M	+$1.25M	1	0.26%	Increased
110	ACM Argent Capital Management St Louis, Missouri	$47.3M	-$562K	1	2.88%	Reduced
111	Gateway Investment Advisers Cincinnati, Ohio	$46.7M	+$120K	1	0.4%	Increased
112	Parametric Portfolio Associates Seattle, Washington	$46.5M	+$749K	4	0.13%	Increased
113	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$46.1M	+$43.5M	5	0.08%	Increased
114	Comerica Bank Dallas, Texas	$45.6M	+$1.7M	5	0.32%	Increased
115	BlackRock Japan Tokyo, Japan	$45.5M	+$52.4K	3	0.22%	Increased
116	Gabelli Funds Rye, New York	$43.9M	-$7.38M	1	0.25%	Reduced
117	Royce & Associates New York	$43.2M	-$4.44M	1	0.13%	Reduced
118	Swiss National Bank Zurich, Switzerland	$42.9M	+$472K	4	0.18%	Increased
119	PGGM Investments Zeist, Netherlands	$42.7M	-$22.4M	1	0.25%	Reduced
120	APG Asset Management Amsterdam, Netherlands	$41.4M	-$7.92M	2	0.13%	Reduced
121	VOYA Investment Management Atlanta, Georgia	$41.3M	-$3.17M	4	0.1%	Reduced
122	Putnam Investments Boston, Massachusetts	$40.9M	-$41.4M	1	0.11%	Reduced
123	SAC Capital Advisors Stamford, Connecticut	$38M	+$11M	4	0.21%	Increased
124	US Bancorp Minneapolis, Minnesota	$35.8M	+$486K	2	0.16%	Increased
125	Hamlin Capital Management New York	$34.7M	-$927K	1	2.6%	Reduced