← 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	Holocene Advisors New York	$60.5M	-$135M	2	0.39%	Reduced
127	Canada Life Winnipeg, Manitoba, Canada	$59.2M	-$378K	5	0.17%	Reduced
128	Jericho Capital Asset Management New York	$59.1M	+$60.1M	1	3.75%	New
129	State of New Jersey Common Pension Fund D Trenton, New Jersey	$58.3M	-$174K	4	0.24%	Reduced
130	Scout Investments Kansas City, Missouri	$57.7M	+$57M	3	1.2%	Increased
131	Schroder Investment Management Group London, United Kingdom	$57.1M	+$11.7M	4	0.09%	Increased
132	Janney Montgomery Scott Philadelphia, Pennsylvania	$56.3M	+$2.04M	4	0.24%	Increased
133	Glenview Capital Management New York	$54.9M	+$55.7M	1	1.37%	Increased
134	ECP Electron Capital Partners New York	$54.3M	+$55.2M	1	2.39%	New
135	Silvercrest Asset Management New York	$54.1M	+$3.33M	1	0.44%	Increased
136	BAMCO Inc New York	$53.8M	+$8.2M	2	0.17%	Increased
137	Teacher Retirement System of Texas Austin, Texas	$53.7M	+$993K	5	0.39%	Increased
138	Ensign Peak Advisors Salt Lake City, Utah	$51.6M	+$229K	5	0.13%	Increased
139	IAM Iridian Asset Management Westport, Connecticut	$51.2M	-$15.6M	1	5.09%	Reduced
140	SRFM Shannon River Fund Management New York	$51.1M	-$10.5M	1	21.96%	Reduced
141	Retirement Systems of Alabama Montgomery, Alabama	$51M	+$104K	2	0.24%	Increased
142	Homestead Advisers Arlington, Virginia	$50.7M	-$110K	2	1.53%	Reduced
143	KBC Group Brussels, Belgium	$50.6M	-$2.41M	4	0.26%	Reduced
144	LPU Lansdowne Partners (UK) London, United Kingdom	$50.3M	+$5.19M	1	10.83%	Increased
145	Axa Paris, France	$49.1M	-$1.13M	4	0.19%	Reduced
146	Whittier Trust South Pasadena, California	$49.1M	+$1.55M	4	1.03%	Increased
147	TimesSquare Capital Management New York	$48.3M	-$13.8M	1	0.67%	Reduced
148	Fort Washington Investment Advisors Cincinnati, Ohio	$48.3M	-$2.15M	3	0.4%	Reduced
149	Frontier Capital Management Boston, Massachusetts	$48M	-$1.65M	2	0.56%	Reduced
150	Cartenna Capital Stamford, Connecticut	$47.5M	+$49.2M	2	11.39%	New