← 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	VOYA Investment Management Atlanta, Georgia	$44.5M	+$4.94M	4	0.1%	Increased
127	RhumbLine Advisers Boston, Massachusetts	$42.6M	-$9.48M	4	0.14%	Reduced
128	State Board of Administration of Florida Retirement System Tallahassee, Florida	$42.4M	-$2.2M	4	0.15%	Reduced
129	Putnam Investments Boston, Massachusetts	$41.8M	-$1.74M	4	0.08%	Reduced
130	Obermeyer Wealth Partners Aspen, Colorado	$41.1M	+$8M	1	3.51%	Increased
131	Waddell & Reed Financial Overland Park, Kansas	$40.6M	-$1.19M	1	0.06%	Reduced
132	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$39.8M	-$2.07M	1	0.58%	Reduced
133	SCM SKBA Capital Management San Francisco, California	$38.6M	+$7.06K	1	3.02%	Increased
134	CC Carlson Capital Dallas, Texas	$38.2M	+$14.6M	1	0.42%	Increased
135	State of Tennessee, Department of Treasury Nashville, Tennessee	$37.6M	-$13.6M	3	0.21%	Reduced
136	Panagora Asset Management Boston, Massachusetts	$37.1M	+$1.3M	4	0.19%	Increased
137	JP Jana Partners New York	$37.1M	+$38.8M	1	0.22%	New
138	Millennium Management New York	$36.4M	+$18.2M	5	0.07%	Increased
139	NFA Nationwide Fund Advisors Columbus, Ohio	$36.3M	-$1.69M	5	0.15%	Reduced
140	Legal & General Group London, United Kingdom	$36.2M	+$699K	4	0.04%	Increased
141	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.4M	+$388K	1	1.51%	Increased
142	Atalanta Sosnoff Capital New York	$35.2M	+$36.9M	1	0.97%	New
143	BAPIM British Airways Pensions Investment Management London, United Kingdom	$34.2M	+$7.01M	1	1.05%	Increased
144	AC Ascend Capital Orinda, California	$33.7M	+$33M	1	1.11%	Increased
145	D.E. Shaw & Co New York	$33.5M	-$31.6M	3	0.05%	Reduced
146	1832 Asset Management Toronto, Ontario, Canada	$33.5M	-$21.8M	1	0.11%	Reduced
147	First Trust Advisors Wheaton, Illinois	$33.4M	+$2.09M	5	0.09%	Increased
148	UBS O'Connor Chicago, Illinois	$32.7M	+$24.6M	1	0.27%	Increased
149	Columbia Wanger Asset Management Chicago, Illinois	$32M	-$1.62M	1	0.21%	Reduced
150	Baird Financial Group Milwaukee, Wisconsin	$31.6M	+$33.1M	2	0.31%	New