← 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
Polar Capital
United Kingdom
$39.9M +$8.54M 1 0.35% Increased
127
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$39.2M -$1.56M 2 0.13% Reduced
128
ACB
Aristotle Capital Boston
Massachusetts
$39.1M +$2.25M 1 1.22% Increased
129
ALPS Advisors
ALPS Advisors
Colorado
$39.1M -$1.72M 4 0.29% Reduced
130
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$38.4M +$971K 1 0.69% Increased
131
AMF Tjänstepension
AMF Tjänstepension
Sweden
$38.2M +$1.18M 1 0.37% Increased
132
Davis Selected Advisers
Davis Selected Advisers
Arizona
$36.4M -$554K 1 0.18% Reduced
133
South Texas Money Management
South Texas Money Management
Texas
$36.2M -$816K 2 1.54% Reduced
134
Gotham Asset Management
Gotham Asset Management
New York
$35.6M -$5.58M 1 0.57% Reduced
135
US Bancorp
US Bancorp
Minnesota
$34.1M +$696K 5 0.1% Increased
136
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$33.8M -$42.4M 2 0.07% Reduced
137
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$33.5M +$413K 5 0.21% Increased
138
TD Asset Management
TD Asset Management
Ontario, Canada
$33M -$13.2M 4 0.05% Reduced
139
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$32.3M -$122K 2 0.22% Reduced
140
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$32.1M +$10.3M 1 0.27% Increased
141
STRS Ohio
STRS Ohio
Ohio
$31.9M -$8.48M 2 0.14% Reduced
142
TC
Towle & Co
Colorado
$31.6M -$126K 1 3.67% Reduced
143
ORIO
Old Republic International (ORI)
Illinois
$31.5M $0 1 0.81% Maintained
144
JCM
Janney Capital Management
Pennsylvania
$31.3M -$1.26M 1 1.7% Reduced
145
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$30.4M -$36.5M 2 0.07% Reduced
146
KeyBank National Association
KeyBank National Association
Ohio
$30.4M +$621K 3 0.18% Increased
147
Royce & Associates
Royce & Associates
New York
$30.2M -$8.17M 1 0.27% Reduced
148
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$30.2M -$9.3M 2 0.24% Reduced
149
Commerce Bank
Commerce Bank
Missouri
$30M -$943K 3 0.34% Reduced
150
Chevy Chase Trust
Chevy Chase Trust
Maryland
$29.5M -$34.4K 1 0.12% Reduced