← 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	Robeco Schweiz Zurich, Switzerland	$113M	-$2.35M	1	1.91%	Reduced
102	New York State Teachers Retirement System (NYSTRS) Albany, New York	$113M	-$3.58M	4	0.27%	Reduced
103	Millennium Management New York	$112M	-$33.8M	6	0.06%	Reduced
104	Westwood Holdings Group Dallas, Texas	$110M	-$7.39M	2	1.03%	Reduced
105	VanEck Associates New York	$109M	-$4.18M	4	0.24%	Reduced
106	CET Clean Energy Transition London, United Kingdom	$108M	-$29.7M	1	15.76%	Reduced
107	Kayne Anderson Rudnick Investment Management Los Angeles, California	$102M	+$19.5M	3	0.29%	Increased
108	Frontier Capital Management Boston, Massachusetts	$101M	-$24.7M	2	1.11%	Reduced
109	SSM Sound Shore Management Greenwich, Connecticut	$101M	-$24.6M	1	3.87%	Reduced
110	Loomis, Sayles & Company Boston, Massachusetts	$101M	-$787K	3	0.17%	Reduced
111	Mitsubishi UFJ Asset Management Tokyo, Japan	$98.7M	+$8.61M	6	0.2%	Increased
112	Renaissance Technologies New York	$98.4M	+$23.9M	5	0.17%	Increased
113	Federated Hermes Pittsburgh, Pennsylvania	$96.7M	+$4.89M	4	0.26%	Increased
114	Wealth Enhancement Advisory Services Plymouth, Minnesota	$96.2M	+$94.5M	5	0.32%	Increased
115	HSBC Holdings London, United Kingdom	$94.7M	-$3.21M	4	0.1%	Reduced
116	Rokos Capital Management (UK) London, United Kingdom	$93.2M	+$59M	1	0.68%	Increased
117	Russell Investments Group London, United Kingdom	$93.2M	-$36.3M	6	0.18%	Reduced
118	Korea Investment Corp Seoul, South Korea	$92.9M	-$2.65M	2	0.27%	Reduced
119	Allianz Asset Management Munich, Germany	$92.2M	-$30.4M	4	0.16%	Reduced
120	Ensign Peak Advisors Salt Lake City, Utah	$91.6M	-$11M	4	0.2%	Reduced
121	Susquehanna International Group Bala Cynwyd, Pennsylvania	$91.3M	+$51.9M	6	0.02%	Increased
122	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$89M	-$6.65M	3	0.22%	Reduced
123	Fiduciary Management Inc Milwaukee, Wisconsin	$87.7M	-$81.8M	1	0.89%	Reduced
124	SI Standard Investments New York	$87.1M	-$15.7M	1	5.3%	Reduced
125	Pzena Investment Management New York	$85.5M	+$194K	1	0.37%	Increased