← 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	Schroder Investment Management Group London, United Kingdom	$50.3M	+$44.4M	2	0.1%	Increased
102	VOYA Investment Management Atlanta, Georgia	$50.3M	-$3.24M	4	0.12%	Reduced
103	Citadel Advisors Miami, Florida	$49M	-$61.4M	3	0.05%	Reduced
104	NFA Nationwide Fund Advisors Columbus, Ohio	$48.8M	+$13.5M	5	0.21%	Increased
105	Miller Howard Investments Kingston, New York	$48.7M	-$7.83M	1	0.87%	Reduced
106	APG Asset Management Amsterdam, Netherlands	$47.6M	$0	2	0.11%	Maintained
107	IP Interval Partners New York	$47.4M	+$48M	1	4.48%	Increased
108	Great Lakes Advisors Chicago, Illinois	$46.4M	-$9.13M	2	1.39%	Reduced
109	PGGM Investments Zeist, Netherlands	$44M	-$560K	2	0.23%	Reduced
110	Columbia Wanger Asset Management Chicago, Illinois	$42.6M	-$2.74M	1	0.43%	Reduced
111	Bank of Montreal Toronto, Ontario, Canada	$42.5M	+$34.7M	5	0.05%	Increased
112	Panagora Asset Management Boston, Massachusetts	$42.4M	-$357K	4	0.21%	Reduced
113	HI Honeywell International Charlotte, North Carolina	$41.4M	+$4.88M	1	1.04%	Increased
114	Guggenheim Capital Chicago, Illinois	$41.3M	+$7.12M	5	0.12%	Increased
115	Numeric Investors Boston, Massachusetts	$41.1M	+$29.4M	3	0.44%	Increased
116	BlackRock Japan Tokyo, Japan	$41M	+$2.94M	3	0.15%	Increased
117	Royce & Associates New York	$40.5M	-$4.83M	1	0.24%	Reduced
118	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$40.5M	+$8.46M	1	0.75%	Increased
119	TGI Tradewinds Global Investors Los Angeles, California	$39.9M	-$1.57M	1	2.34%	Reduced
120	CC Carlson Capital Dallas, Texas	$37.6M	-$12.5M	1	0.42%	Reduced
121	RhumbLine Advisers Boston, Massachusetts	$35.4M	+$386K	4	0.11%	Increased
122	Tocqueville Asset Management New York	$34.9M	-$13.4M	2	0.47%	Reduced
123	Stifel Financial St. Louis, Missouri	$34.4M	-$3.43M	3	0.18%	Reduced
124	Legal & General Group London, United Kingdom	$34.4M	+$146K	4	0.04%	Increased
125	Public Employees Retirement Association of Colorado Denver, Colorado	$34.3M	+$955K	4	0.29%	Increased