← 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
M&T Bank
M&T Bank
New York
$47.4M -$287K 3 0.24% Reduced
127
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$46.5M -$6.67M 3 0.09% Reduced
128
Royce & Associates
Royce & Associates
New York
$44.7M +$12.4M 1 0.31% Increased
129
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$43.1M -$579K 5 0.26% Reduced
130
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$41.8M -$56.6M 2 0.15% Reduced
131
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$41.4M +$30.1M 3 0.2% Increased
132
CC
Carlson Capital
Texas
$41.2M +$32.1M 1 0.51% Increased
133
Artisan Partners
Artisan Partners
Wisconsin
$41.1M +$18.6M 1 0.08% Increased
134
Aviva
Aviva
United Kingdom
$40.6M +$6.94M 2 0.22% Increased
135
Two Sigma Advisers
Two Sigma Advisers
New York
$40.5M -$12.2M 4 0.1% Reduced
136
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$40.4M +$4.12M 1 0.25% Increased
137
Aperio Group
Aperio Group
California
$39.9M +$2.63M 4 0.18% Increased
138
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$39.8M -$28.2K 1 0.89% Reduced
139
Silvercrest Asset Management
Silvercrest Asset Management
New York
$39.2M +$102K 1 0.36% Increased
140
South Texas Money Management
South Texas Money Management
Texas
$38.8M -$633K 2 1.63% Reduced
141
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$38.5M -$762K 2 0.38% Reduced
142
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$36.5M -$241K 1 0.67% Reduced
143
JCM
Janney Capital Management
Pennsylvania
$36.4M -$1.23M 1 1.58% Reduced
144
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$35.7M +$2.16M 4 0.25% Increased
145
US Bancorp
US Bancorp
Minnesota
$35.2M -$169K 5 0.1% Reduced
146
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$35M +$5.29M 3 0.14% Increased
147
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$35M -$18.2M 3 0.06% Reduced
148
GGHC
Gilder Gagnon Howe & Co
New York
$34.7M -$3.74M 2 0.35% Reduced
149
AAM
Ardevora Asset Management
United Kingdom
$34.6M +$3.21M 1 0.96% Increased
150
STRS Ohio
STRS Ohio
Ohio
$34M -$1.82M 2 0.15% Reduced