← 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	Millennium Management New York	$46.5M	-$5.37M	5	0.06%	Reduced
127	Man Group London, United Kingdom	$45.4M	+$8.03M	4	0.15%	Increased
128	Truist Financial Charlotte, North Carolina	$45.3M	+$36M	4	0.09%	Increased
129	Glenmede Trust Philadelphia, Pennsylvania	$44.8M	-$22.3M	4	0.2%	Reduced
130	Jennison Associates New York	$44M	-$8.84M	1	0.04%	Reduced
131	Axa Paris, France	$43.6M	+$1.11M	3	0.18%	Increased
132	SEI Investments Oaks, Pennsylvania	$43.3M	-$765K	5	0.13%	Reduced
133	Westwood Holdings Group Dallas, Texas	$42.5M	-$21.3M	2	0.45%	Reduced
134	RI Redwood Investments Boston, Massachusetts	$41.5M	+$26M	2	3.89%	Increased
135	Davis Selected Advisers Tucson, Arizona	$39.6M	-$1.28M	1	0.19%	Reduced
136	Robeco Schweiz Zurich, Switzerland	$39.4M	+$14.2M	1	1.47%	Increased
137	Clark Capital Management Group Philadelphia, Pennsylvania	$38.4M	-$31.5M	2	0.8%	Reduced
138	NIMC NWQ Investment Management Company Los Angeles, California	$38.4M	-$1.07M	2	0.95%	Reduced
139	US Bancorp Minneapolis, Minnesota	$38.3M	-$1.01M	6	0.1%	Reduced
140	Royce & Associates New York	$38M	+$8.97M	2	0.34%	Increased
141	TC Towle & Co Denver, Colorado	$37.9M	-$3.08M	1	4.38%	Reduced
142	Commerce Bank Kansas City, Missouri	$37.8M	+$3.11M	3	0.36%	Increased
143	Natixis Advisors Boston, Massachusetts	$37.7M	+$2.23M	3	0.27%	Increased
144	Schroder Investment Management Group London, United Kingdom	$37.5M	-$9.86M	3	0.06%	Reduced
145	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$37.2M	-$206K	2	0.07%	Reduced
146	KBC Group Brussels, Belgium	$36.9M	-$2.94M	5	0.23%	Reduced
147	MN Services Vermogensbeheer The Hague, Netherlands	$36.5M	+$772K	1	0.31%	Increased
148	Brandywine Global Investment Management Philadelphia, Pennsylvania	$36M	-$227K	3	0.25%	Reduced
149	ORIO Old Republic International (ORI) Chicago, Illinois	$35.8M	$0	1	0.9%	Maintained
150	Fuller & Thaler Asset Management San Mateo, California	$35.8M	+$2.15M	2	0.4%	Increased