← 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
126	UBS Zurich, Switzerland	$34.6M	+$7.38M	5	0.04%	Increased
127	Capital International Los Angeles, California	$33.9M	-$6.04M	1	2.22%	Reduced
128	HI Honeywell International Charlotte, North Carolina	$33.6M	-$19.5M	1	0.86%	Reduced
129	Nuveen Charlotte, North Carolina	$33.5M	-$507K	2	0.22%	Reduced
130	Capital International Sarl Los Angeles, California	$33.5M	+$5.23M	1	1.91%	Increased
131	Numeric Investors Boston, Massachusetts	$32.1M	+$9.04M	2	0.59%	Increased
132	TI Turner Investments Berwyn, Pennsylvania	$32.1M	-$11.8M	2	0.53%	Reduced
133	Macquarie Group Sydney, NSW 2000, Australia	$31.8M	-$4.43M	3	0.06%	Reduced
134	ACM Atlanta Capital Management Atlanta, Georgia	$31M	+$95K	1	0.22%	Increased
135	Highbridge Capital Management New York	$30.7M	-$81.7M	2	0.32%	Reduced
136	Legal & General Group London, United Kingdom	$29.9M	+$22.7K	1	0.04%	Increased
137	Guggenheim Capital Chicago, Illinois	$28.8M	+$5.63M	5	0.1%	Increased
138	RIG Roosevelt Investment Group New York	$28.8M	+$28.1M	1	1.28%	New
139	Public Employees Retirement Association of Colorado Denver, Colorado	$28.7M	+$15K	5	0.27%	Increased
140	Capital International Inc Los Angeles, California	$28.2M	-$21.7M	1	1.25%	Reduced
141	HSBC Holdings London, United Kingdom	$27.6M	-$983K	2	0.08%	Reduced
142	DCCA D.C. Capital Advisors New York	$27.5M	-$6.72M	1	11.04%	Reduced
143	Alyeska Investment Group Chicago, Illinois	$27.5M	-$2.01M	1	1.12%	Reduced
144	Retirement Systems of Alabama Montgomery, Alabama	$27.4M	+$240K	1	0.17%	Increased
145	D.E. Shaw & Co New York	$26.9M	+$16.3M	4	0.04%	Increased
146	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$26.8M	-$2.58M	2	0.08%	Reduced
147	Davenport & Co Richmond, Virginia	$26.5M	+$329K	1	0.55%	Increased
148	Citigroup New York	$26.3M	-$1.72M	4	0.02%	Reduced
149	Allstate Corporation Northbrook, Illinois	$26M	+$8.18M	1	1.01%	Increased
150	Samlyn Capital New York	$25.1M	+$24.5M	1	0.7%	New