← 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27.3M +$3.99M 1 0.08% Increased
152
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$27M +$2.61M 1 0.04% Increased
153
Regions Financial Corp
Regions Financial Corp
Alabama
$26.8M +$16.9M 1 0.34% Increased
154
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$26.7M +$13.3M 3 0.35% Increased
155
SCM
SKBA Capital Management
California
$26.3M +$5.11M 1 2.45% Increased
156
Panagora Asset Management
Panagora Asset Management
Massachusetts
$26.1M +$4.53M 4 0.12% Increased
157
Pinnacle Associates
Pinnacle Associates
New York
$24.4M +$466K 1 0.48% Increased
158
AP
Alydar Partners
Massachusetts
$24M -$18.1M 1 2.4% Reduced
159
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$24M +$1.12M 2 0.2% Increased
160
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$23.8M -$318K 4 0.17% Reduced
161
GIA
Guyasuta Investment Advisors
Pennsylvania
$23.2M +$617K 1 3.31% Increased
162
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$22.9M +$373K 1 0.98% Increased
163
OC
Oakmont Corp
California
$22.9M -$1.23M 1 3.56% Reduced
164
CCI
Columbus Circle Investors
$22.7M +$1.67M 1 0.15% Increased
165
CBOA
Commonwealth Bank of Australia
Australia
$22.7M +$2.44M 2 0.14% Increased
166
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$22.5M +$22.1M 1 0.11% New
167
CCM
Cupps Capital Management
Illinois
$22.4M -$640K 2 1.72% Reduced
168
IIA
IPG Investment Advisors
California
$22M +$1.85M 1 10.3% Increased
169
First Trust Advisors
First Trust Advisors
Illinois
$21.6M -$1.22M 5 0.1% Reduced
170
LBG
Lloyds Banking Group
United Kingdom
$21.5M +$164K 2 0.19% Increased
171
Suntrust Banks
Suntrust Banks
Georgia
$21.4M +$5.04M 3 0.08% Increased
172
ACI
AMP Capital Investors
Australia
$21M +$1.08M 2 0.14% Increased
173
HI
Honeywell International
North Carolina
$21M -$103K 1 0.51% Reduced
174
Los Angeles Capital Management
Los Angeles Capital Management
California
$20.9M +$9.2M 2 0.23% Increased
175
VCM
Vision Capital Management
Oregon
$20.7M +$20.3M 1 2.52% New