← 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	Credit Suisse Zurich, Switzerland	$47.5M	-$9.17M	5	0.06%	Reduced
102	VOYA Investment Management Atlanta, Georgia	$47.1M	+$5.9M	4	0.12%	Increased
103	APG Asset Management Amsterdam, Netherlands	$46.8M	-$1.12M	2	0.11%	Reduced
104	Russell Frank Company Seattle, Washington	$45.6M	-$32.3M	4	0.09%	Reduced
105	Tocqueville Asset Management New York	$45.4M	+$35K	3	0.61%	Increased
106	SCM Snow Capital Management Sewickley, Pennsylvania	$44.3M	-$1.79M	1	1.58%	Reduced
107	PGGM Investments Zeist, Netherlands	$42.6M	+$3.16M	2	0.23%	Increased
108	Royce & Associates New York	$42.2M	-$1.7M	1	0.22%	Reduced
109	Calamos Advisors Naperville, Illinois	$41.6M	-$34M	1	0.29%	Reduced
110	CC Carlson Capital Dallas, Texas	$40.6M	+$1.96M	1	0.47%	Increased
111	Royal Bank of Canada Toronto, Ontario, Canada	$40.5M	-$5.2M	5	0.03%	Reduced
112	Panagora Asset Management Boston, Massachusetts	$39.2M	+$4.42M	4	0.21%	Increased
113	TGI Tradewinds Global Investors Los Angeles, California	$39M	-$3.05M	1	1.92%	Reduced
114	CI Investments Inc Toronto, Ontario, Canada	$37.5M	-$28.8M	1	0.49%	Reduced
115	BlackRock Japan Tokyo, Japan	$37.1M	-$1.54M	3	0.15%	Reduced
116	Columbia Wanger Asset Management Chicago, Illinois	$36.5M	+$4.07M	1	0.29%	Increased
117	Stifel Financial St. Louis, Missouri	$36.3M	-$6.18M	3	0.2%	Reduced
118	HI Honeywell International Charlotte, North Carolina	$36.2M	-$2.51M	1	0.98%	Reduced
119	Acadian Asset Management Boston, Massachusetts	$34.1M	-$35.4M	1	0.19%	Reduced
120	RhumbLine Advisers Boston, Massachusetts	$33.9M	+$712K	4	0.12%	Increased
121	Guggenheim Capital Chicago, Illinois	$33.2M	-$8.67M	4	0.1%	Reduced
122	NFA Nationwide Fund Advisors Columbus, Ohio	$33M	+$2.45M	5	0.15%	Increased
123	1832 Asset Management Toronto, Ontario, Canada	$33M	+$8.71M	1	0.14%	Increased
124	State Board of Administration of Florida Retirement System Tallahassee, Florida	$32.9M	+$85.3K	4	0.13%	Increased
125	KeyBank National Association Cleveland, Ohio	$32.6M	-$5.55M	3	0.23%	Reduced