← 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
151	Legal & General Group London, United Kingdom	$25.7M	+$141K	1	0.03%	Increased
152	STRS Ohio Columbus, Ohio	$25.2M	+$191K	3	0.11%	Increased
153	Waddell & Reed Financial Overland Park, Kansas	$24.7M	+$4.63M	1	0.04%	Increased
154	OC Oakmont Corp Los Angeles, California	$24.4M	-$1.62M	1	4.06%	Reduced
155	Pinnacle Associates New York	$24.2M	-$572K	1	0.47%	Reduced
156	MLICM Metropolitan Life Insurance Company (MetLife) New York	$24.1M	-$357K	4	0.17%	Reduced
157	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$23.5M	-$5.54M	2	0.07%	Reduced
158	Aviva London, United Kingdom	$23.4M	-$2.89M	2	0.2%	Reduced
159	EA Euclid Advisors Hartford, Connecticut	$23.1M	-$1.13M	1	0.19%	Reduced
160	MSA Mason Street Advisors Milwaukee, Wisconsin	$23M	+$6.79M	3	0.19%	Increased
161	Millennium Management New York	$22.9M	-$32.7M	5	0.07%	Reduced
162	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.9M	+$262K	1	3.33%	Increased
163	Cullen/Frost Bankers San Antonio, Texas	$22.8M	+$5.54M	1	1.01%	Increased
164	British Columbia Investment Management Victoria, British Columbia, Canada	$22.8M	+$386K	2	0.18%	Increased
165	Pzena Investment Management New York	$22.6M	+$18.3M	1	0.13%	Increased
166	Highbridge Capital Management New York	$22.1M	-$11.2M	2	0.26%	Reduced
167	ECM Estabrook Capital Management New York	$21.9M	-$700K	1	2.25%	Reduced
168	First Trust Advisors Wheaton, Illinois	$21.6M	+$2.92M	5	0.1%	Increased
169	HI Honeywell International Charlotte, North Carolina	$21.4M	-$14.7M	1	0.51%	Reduced
170	SCM SKBA Capital Management San Francisco, California	$21.3M	-$498K	1	2.49%	Reduced
171	LBG Lloyds Banking Group London, United Kingdom	$21.3M	+$348K	2	0.19%	Increased
172	CCM Cupps Capital Management Chicago, Illinois	$21.1M	+$4.83M	2	1.44%	Increased
173	Nomura Asset Management Tokyo, Japan	$21M	+$14.3M	2	0.38%	Increased
174	BNP Paribas Financial Markets Paris, France	$20.2M	-$6.32M	5	0.01%	Reduced
175	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$20.1M	+$1.19M	2	0.14%	Increased