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 |
Hamlin Capital Management
New York
| $38.5M | +$92.3K | 1 | 2.62% | Increased |
|
| 127 |
Two Sigma Investments
New York
| $38.2M | -$12.6M | 4 | 0.21% | Reduced |
|
| 128 |
UBS
Zurich,
Switzerland
| $37.8M | +$657K | 5 | 0.04% | Increased |
|
| 129 |
Nuveen
Charlotte,
North Carolina
| $37.4M | +$255K | 2 | 0.24% | Increased |
|
| 130 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $37.3M | -$83.1M | 2 | 0.08% | Reduced |
|
| 131 |
Capital International
Los Angeles,
California
| $36.4M | -$982K | 1 | 2.23% | Reduced |
|
| 132 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $35.5M | +$985K | 3 | 0.06% | Increased |
|
| 133 |
Capital International Sarl
Los Angeles,
California
| $35.4M | -$1.54M | 1 | 1.9% | Reduced |
|
| 134 |
Gabelli Funds
Rye,
New York
| $33.6M | -$13.9M | 1 | 0.18% | Reduced |
|
| 135 |
HSBC Holdings
London,
United Kingdom
| $33.5M | +$3.43M | 2 | 0.09% | Increased |
|
| 136 |
Korea Investment Corp
Seoul,
South Korea
| $31M | +$22.5M | 2 | 0.29% | Increased |
|
| 137 |
SAC Capital Advisors
Stamford,
Connecticut
| $30.9M | -$10.2M | 3 | 0.18% | Reduced |
|
| 138 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| $30.9M | -$618K | 4 | 0.27% | Reduced |
|
| 139 |
Davenport & Co
Richmond,
Virginia
| $30.9M | +$1.43M | 1 | 0.58% | Increased |
|
| 140 |
DCCA
D.C. Capital Advisors
New York
| $30.4M | $0 | 1 | 12.57% | Maintained |
|
| 141 |
Retirement Systems of Alabama
Montgomery,
Alabama
| $30.4M | +$22.6K | 1 | 0.18% | Increased |
|
| 142 |
Capital International Inc
Los Angeles,
California
| $30.2M | -$939K | 1 | 1.3% | Reduced |
|
| 143 |
D.E. Shaw & Co
New York
| $29.5M | +$4.24M | 4 | 0.04% | Increased |
|
| 144 |
Numeric Investors
Boston,
Massachusetts
| $28.8M | +$1.36M | 2 | 0.48% | Increased |
|
| 145 |
Ferguson Wellman Capital Management
Portland,
Oregon
| $28.4M | +$5.78M | 1 | 1.28% | Increased |
|
| 146 |
Canada Life
Winnipeg,
Manitoba, Canada
| $28M | +$2.87M | 3 | 0.1% | Increased |
|
| 147 |
Chevy Chase Trust
Bethesda,
Maryland
| $27.7M | +$169K | 1 | 0.2% | Increased |
|
| 148 |
SEI Trust Company
Oaks,
Pennsylvania
| $26.5M | +$7.58M | 3 | 0.25% | Increased |
|
| 149 |
Brown Advisory
Baltimore,
Maryland
| $26.2M | +$1.81M | 3 | 0.09% | Increased |
|
| 150 |
Putnam Investments
Boston,
Massachusetts
| $25.9M | -$18.1M | 1 | 0.06% | Reduced |
|