← 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	Canada Life Winnipeg, Manitoba, Canada	$88.2M	+$2.74M	5	0.21%	Increased
127	Pzena Investment Management New York	$87.4M	-$725K	1	0.37%	Reduced
128	Federated Hermes Pittsburgh, Pennsylvania	$87.3M	+$1.08M	4	0.22%	Increased
129	INTECH Investment Management West Palm Beach, Florida	$85.1M	+$28M	2	0.88%	Increased
130	Epoch Investment Partners New York	$84M	-$24M	1	0.49%	Reduced
131	Sessa Capital New York	$82.9M	-$11.8M	1	1.17%	Reduced
132	Silvercrest Asset Management New York	$82.8M	+$1.52M	1	0.59%	Increased
133	State of New Jersey Common Pension Fund D Trenton, New Jersey	$81.9M	-$1.78M	4	0.28%	Reduced
134	Janney Montgomery Scott Philadelphia, Pennsylvania	$80.1M	-$907K	5	0.28%	Reduced
135	Summit Partners Public Asset Management Boston, Massachusetts	$79.4M	+$14.4M	1	2.94%	Increased
136	BAMCO Inc New York	$79.2M	+$2.46M	2	0.22%	Increased
137	Mariner Overland Park, Kansas	$78.2M	+$2.25M	5	0.21%	Increased
138	Haverford Trust Company Radnor, Pennsylvania	$76.4M	+$51.2M	1	0.86%	Increased
139	Homestead Advisers Arlington, Virginia	$75M	+$299K	2	1.99%	Increased
140	HighTower Advisors Chicago, Illinois	$74.4M	+$4.82M	6	0.15%	Increased
141	Schroder Investment Management Group London, United Kingdom	$72.5M	-$8.59M	3	0.1%	Reduced
142	Whale Rock Capital Management Boston, Massachusetts	$71M	-$36.6M	1	1.22%	Reduced
143	AGF Management Toronto, Ontario, Canada	$70.1M	+$129K	1	0.51%	Increased
144	ACB Aristotle Capital Boston Boston, Massachusetts	$67.9M	+$1.32M	1	2.04%	Increased
145	LPU Lansdowne Partners (UK) London, United Kingdom	$67.6M	-$1.42M	1	7.49%	Reduced
146	Whittier Trust South Pasadena, California	$67.3M	-$3.03M	4	1.17%	Reduced
147	Fidelity International Hamilton, Bermuda	$67.2M	-$17.7K	1	0.08%	Reduced
148	TimesSquare Capital Management New York	$67M	-$546K	1	0.96%	Reduced
149	Prudential Financial Newark, New Jersey	$66.4M	+$4.59M	6	0.1%	Increased
150	Retirement Systems of Alabama Montgomery, Alabama	$66M	-$6.16M	2	0.3%	Reduced