← 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	Polar Capital London, United Kingdom	$48.5M	+$48.3M	1	0.5%	New
127	Gotham Asset Management New York	$48.4M	+$38.6M	2	0.7%	Increased
128	Assenagon Asset Management Senningerberg, Luxembourg	$47.6M	+$40.8M	3	0.49%	Increased
129	Axa Paris, France	$46.8M	+$31.6M	2	0.18%	Increased
130	South Texas Money Management San Antonio, Texas	$46.3M	-$704K	2	2.15%	Reduced
131	Marshall Wace North America New York	$46.1M	-$1.43M	5	0.25%	Reduced
132	M&T Bank Buffalo, New York	$44.3M	-$445K	3	0.23%	Reduced
133	SIM Sadoff Investment Management Milwaukee, Wisconsin	$44M	-$1.45M	1	3.6%	Reduced
134	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$43.3M	+$12.4M	2	0.08%	Increased
135	British Columbia Investment Management Victoria, British Columbia, Canada	$42.6M	+$2.41M	2	0.3%	Increased
136	Davenport & Co Richmond, Virginia	$42M	-$72.4K	1	0.5%	Reduced
137	NIMC NWQ Investment Management Company Los Angeles, California	$41M	+$9.36M	2	0.53%	Increased
138	Korea Investment Corp Seoul, South Korea	$39.9M	+$22.2M	2	0.18%	Increased
139	TC Towle & Co Denver, Colorado	$37.4M	+$698K	1	3.69%	Increased
140	US Bancorp Minneapolis, Minnesota	$35.9M	-$247K	5	0.11%	Reduced
141	STRS Ohio Columbus, Ohio	$35.9M	-$87.1K	4	0.15%	Reduced
142	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.4M	-$337K	1	1.51%	Reduced
143	Haverford Trust Company Radnor, Pennsylvania	$35.3M	-$359K	1	0.69%	Reduced
144	Fiera Capital (Canada) Montreal, Quebec, Canada	$35.2M	-$2.62M	1	0.17%	Reduced
145	Aperio Group Sausalito, California	$34.9M	+$4.47M	4	0.18%	Increased
146	Silvercrest Asset Management New York	$34.2M	+$2.89M	1	0.32%	Increased
147	Macquarie Group Sydney, NSW 2000, Australia	$34.1M	+$2.23M	6	0.06%	Increased
148	Public Employees Retirement Association of Colorado Denver, Colorado	$33M	+$222K	4	0.21%	Increased
149	TD Asset Management Toronto, Ontario, Canada	$32.8M	+$4.19M	2	0.05%	Increased
150	KeyBank National Association Cleveland, Ohio	$32.5M	-$933K	3	0.19%	Reduced