← 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
$34.7M -$2.99M 3 0.2% Reduced
127
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$33.9M +$2.19M 2 0.14% Increased
128
Davis Selected Advisers
Davis Selected Advisers
Arizona
$33.6M +$11.2M 1 0.19% Increased
129
Gotham Asset Management
Gotham Asset Management
New York
$33.3M +$20.9M 3 0.52% Increased
130
Aperio Group
Aperio Group
California
$33.2M +$1.8M 5 0.17% Increased
131
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$33M -$2.71M 5 0.24% Reduced
132
HSBC Holdings
HSBC Holdings
United Kingdom
$32M +$10M 3 0.06% Increased
133
NIMC
NWQ Investment Management Company
California
$31.4M +$9.85M 2 0.74% Increased
134
Royce & Associates
Royce & Associates
New York
$31.3M -$6.09M 1 0.28% Reduced
135
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$31.1M +$3.79M 3 0.14% Increased
136
South Texas Money Management
South Texas Money Management
Texas
$30.9M +$109K 2 1.48% Increased
137
Westfield Capital Management
Westfield Capital Management
Massachusetts
$30.2M +$13.9M 2 0.26% Increased
138
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$29.4M +$534K 1 0.63% Increased
139
Adage Capital Partners
Adage Capital Partners
Massachusetts
$29.2M +$19M 2 0.08% Increased
140
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$29.1M +$621K 1 0.27% Increased
141
Brandes Investment Partners
Brandes Investment Partners
California
$29M +$35.3M 1 0.74% New
142
SEI Investments
SEI Investments
Pennsylvania
$28.8M +$1.07M 5 0.1% Increased
143
Aviva
Aviva
United Kingdom
$28.2M -$978K 2 0.21% Reduced
144
Fred Alger Management
Fred Alger Management
New York
$27.8M -$3.64M 3 0.13% Reduced
145
JCM
Janney Capital Management
Pennsylvania
$27.7M -$1.24M 1 1.49% Reduced
146
US Bancorp
US Bancorp
Minnesota
$27.5M -$848K 5 0.09% Reduced
147
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$27.4M -$4.98M 1 0.2% Reduced
148
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.3M +$28.1M 4 0.04% Increased
149
STRS Ohio
STRS Ohio
Ohio
$27M +$33.1K 2 0.14% Increased
150
Polar Capital
Polar Capital
United Kingdom
$26.9M -$77M 1 0.29% Reduced