← 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 Research Global Investors Los Angeles, California	$40.8M	$0	1	0.01%	Maintained
127	NFA Nationwide Fund Advisors Columbus, Ohio	$40.5M	+$3.06M	5	0.17%	Increased
128	VOYA Investment Management Atlanta, Georgia	$40.1M	-$6.56M	4	0.09%	Reduced
129	Two Sigma Investments New York	$39.9M	-$36.1M	4	0.22%	Reduced
130	Swiss National Bank Zurich, Switzerland	$39.6M	-$1.13M	5	0.15%	Reduced
131	SCM SKBA Capital Management San Francisco, California	$38.9M	+$3.13M	1	2.99%	Increased
132	TGI Tradewinds Global Investors Los Angeles, California	$38.9M	+$15M	1	1.58%	Increased
133	State of Tennessee, Department of Treasury Nashville, Tennessee	$38.4M	+$27.3M	3	0.21%	Increased
134	HSBC Holdings London, United Kingdom	$37.4M	-$1.4M	3	0.08%	Reduced
135	Legal & General Group London, United Kingdom	$36.9M	-$1.61M	4	0.04%	Reduced
136	Arrowstreet Capital Boston, Massachusetts	$36.7M	-$1.66M	2	0.21%	Reduced
137	Korea Investment Corp Seoul, South Korea	$36.4M	-$4.84M	2	0.3%	Reduced
138	TI Tyrian Investments New York	$36.3M	-$14.7M	1	6.66%	Reduced
139	Panagora Asset Management Boston, Massachusetts	$35.5M	-$1.89M	4	0.18%	Reduced
140	Two Sigma Advisers New York	$35.4M	-$14M	3	0.27%	Reduced
141	Raymond James & Associates St Petersburg, Florida	$34.6M	+$13.2M	3	0.17%	Increased
142	JCM Janney Capital Management Pittsburgh, Pennsylvania	$34.6M	+$1.73M	1	1.99%	Increased
143	Columbia Wanger Asset Management Chicago, Illinois	$32.9M	-$19.5M	1	0.16%	Reduced
144	First Trust Advisors Wheaton, Illinois	$32.3M	-$679K	5	0.11%	Reduced
145	Comerica Bank Dallas, Texas	$32.1M	+$14.2M	4	0.14%	Increased
146	Nomura Asset Management Tokyo, Japan	$31.9M	+$333K	2	0.56%	Increased
147	Nuveen Charlotte, North Carolina	$31.7M	+$487K	2	0.18%	Increased
148	State of New Jersey Common Pension Fund D Trenton, New Jersey	$31.5M	$0	1	0.12%	Maintained
149	Johnson Investment Counsel Cincinnati, Ohio	$30.4M	-$2.26M	1	1%	Reduced
150	Davenport & Co Richmond, Virginia	$29.7M	+$248K	1	0.48%	Increased