← 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	Public Employees Retirement Association of Colorado Denver, Colorado	$41.9M	-$287K	5	0.27%	Reduced
127	Adage Capital Partners Boston, Massachusetts	$41.6M	+$22.6M	3	0.1%	Increased
128	M&T Bank Buffalo, New York	$41.3M	-$711K	2	0.22%	Reduced
129	Glenmede Trust Philadelphia, Pennsylvania	$40.5M	+$15.7M	2	0.18%	Increased
130	NIMC NWQ Investment Management Company Los Angeles, California	$39.5M	+$6.44M	2	0.71%	Increased
131	Westfield Capital Management Boston, Massachusetts	$38.2M	+$25.9M	2	0.28%	Increased
132	Royce & Associates New York	$37.8M	+$20.6M	1	0.26%	Increased
133	Pictet Asset Management (UK) London, United Kingdom	$37.7M	+$15.3M	2	0.09%	Increased
134	Korea Investment Corp Seoul, South Korea	$36.9M	+$95.7K	2	0.17%	Increased
135	SIM Sadoff Investment Management Milwaukee, Wisconsin	$35.3M	+$510K	1	3.05%	Increased
136	Thrivent Financial for Lutherans Minneapolis, Minnesota	$35M	+$1.36M	3	0.11%	Increased
137	TCM Tran Capital Management San Rafael, California	$34.8M	+$10.4M	1	4.67%	Increased
138	South Texas Money Management San Antonio, Texas	$34.2M	-$11.5M	2	1.49%	Reduced
139	Bridgeway Capital Management Houston, Texas	$34.1M	+$169K	3	0.35%	Increased
140	AAM Ardevora Asset Management London, United Kingdom	$33.8M	+$32.2M	1	0.95%	Increased
141	Silvercrest Asset Management New York	$33.7M	-$18.2K	1	0.32%	Reduced
142	GGHC Gilder Gagnon Howe & Co New York	$33.7M	-$8.13M	2	0.36%	Reduced
143	Pinnacle Associates New York	$33.4M	-$3.22M	2	0.69%	Reduced
144	Aperio Group Sausalito, California	$33.1M	-$3.37M	4	0.16%	Reduced
145	Fred Alger Management New York	$32.8M	+$23M	3	0.14%	Increased
146	JCM Janney Capital Management Pittsburgh, Pennsylvania	$32.5M	-$568K	1	1.43%	Reduced
147	SEI Investments Oaks, Pennsylvania	$31.7M	-$3.64M	5	0.11%	Reduced
148	Haverford Trust Company Radnor, Pennsylvania	$31.7M	-$803K	1	0.63%	Reduced
149	Aviva London, United Kingdom	$31.6M	+$5.85M	2	0.19%	Increased
150	US Bancorp Minneapolis, Minnesota	$31.5M	-$2.3M	5	0.1%	Reduced