← 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	Capital International Los Angeles, California	$36.4M	+$435K	1	2.28%	Increased
127	Pzena Investment Management New York	$35.5M	+$7.99M	1	0.2%	Increased
128	Capital International Sarl Los Angeles, California	$34.3M	-$545K	1	1.9%	Reduced
129	Nuveen Charlotte, North Carolina	$34.2M	-$2.61M	2	0.21%	Reduced
130	Macquarie Group Sydney, NSW 2000, Australia	$33.8M	-$2.43M	3	0.06%	Reduced
131	Korea Investment Corp Seoul, South Korea	$33.4M	+$2.27M	2	0.3%	Increased
132	US Bancorp Minneapolis, Minnesota	$33.2M	-$5.29M	4	0.14%	Reduced
133	Numeric Investors Boston, Massachusetts	$32.8M	-$1.22M	2	0.56%	Reduced
134	EA Euclid Advisors Hartford, Connecticut	$32.7M	+$9.7M	1	0.25%	Increased
135	Davenport & Co Richmond, Virginia	$31.1M	+$601K	1	0.56%	Increased
136	Public Employees Retirement Association of Colorado Denver, Colorado	$30.8M	-$4.35K	4	0.26%	Reduced
137	Legal & General Group London, United Kingdom	$30.6M	$0	1	0.04%	Maintained
138	Allstate Corporation Northbrook, Illinois	$30.5M	+$13.5M	2	0.98%	Increased
139	Samlyn Capital New York	$30.4M	-$8.28M	1	0.71%	Reduced
140	Gabelli Funds Rye, New York	$30.3M	-$2.8M	1	0.16%	Reduced
141	Retirement Systems of Alabama Montgomery, Alabama	$30M	+$83.4K	1	0.17%	Increased
142	Ferguson Wellman Capital Management Portland, Oregon	$28.9M	+$912K	1	1.29%	Increased
143	Stifel Financial St. Louis, Missouri	$28.5M	+$27.7M	3	0.27%	New
144	Capital International Inc Los Angeles, California	$28.2M	-$1.61M	1	1.24%	Reduced
145	Canada Life Winnipeg, Manitoba, Canada	$28.1M	+$707K	4	0.1%	Increased
146	Nomura Asset Management Tokyo, Japan	$28M	+$6.75M	3	0.51%	Increased
147	1919 Investment Counsel Baltimore, Maryland	$28M	+$9.6M	1	0.57%	Increased
148	TI Turner Investments Berwyn, Pennsylvania	$27.5M	-$15.2M	2	0.73%	Reduced
149	Chevy Chase Trust Bethesda, Maryland	$27.3M	-$884	1	0.2%	Reduced
150	Aviva London, United Kingdom	$27.3M	+$3.2M	2	0.22%	Increased