← 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$39.7M -$164K 2 0.15% Reduced
127
ALPS Advisors
ALPS Advisors
Colorado
$39.5M -$5.48M 4 0.28% Reduced
128
STRS Ohio
STRS Ohio
Ohio
$39.3M +$7.21M 2 0.18% Increased
129
Prudential Financial
Prudential Financial
New Jersey
$38.6M -$9.19M 3 0.06% Reduced
130
Aperio Group
Aperio Group
California
$38.6M -$685K 5 0.17% Reduced
131
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$38.3M -$34.3M 3 0.35% Reduced
132
AAM
Ardevora Asset Management
United Kingdom
$36.8M -$3.58M 1 0.96% Reduced
133
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$36.2M +$8.91M 6 0.08% Increased
134
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$36.1M +$1.55M 1 0.67% Increased
135
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$36M +$14.4M 1 0.86% Increased
136
South Texas Money Management
South Texas Money Management
Texas
$35.8M -$449K 2 1.54% Reduced
137
Davis Selected Advisers
Davis Selected Advisers
Arizona
$35.8M -$3.49M 1 0.18% Reduced
138
AMF Tjänstepension
AMF Tjänstepension
Sweden
$35.7M -$11.3M 1 0.36% Reduced
139
NIMC
NWQ Investment Management Company
California
$35.1M -$4.67M 2 0.76% Reduced
140
Man Group
Man Group
United Kingdom
$34.8M +$9.79M 4 0.13% Increased
141
Royce & Associates
Royce & Associates
New York
$34.2M -$1.92M 1 0.29% Reduced
142
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$33.8M -$5.93M 5 0.22% Reduced
143
TC
Towle & Co
Colorado
$33.1M +$218K 1 3.76% Increased
144
US Bancorp
US Bancorp
Minnesota
$32.5M +$108K 5 0.09% Increased
145
ACB
Aristotle Capital Boston
Massachusetts
$32.4M +$17.6M 1 1.08% Increased
146
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$31.5M -$635K 2 0.22% Reduced
147
JCM
Janney Capital Management
Pennsylvania
$31.5M -$921K 1 1.64% Reduced
148
Polar Capital
Polar Capital
United Kingdom
$31.3M $0 1 0.29% Maintained
149
SEI Investments
SEI Investments
Pennsylvania
$31.3M +$3.77M 5 0.11% Increased
150
ORIO
Old Republic International (ORI)
Illinois
$30.5M $0 1 0.82% Maintained