← 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
Macquarie Group
Macquarie Group
Australia
$31.2M -$3.48M 3 0.07% Reduced
152
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$31.1M -$665K 4 0.26% Reduced
153
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$31M +$113K 1 0.17% Increased
154
Miller Howard Investments
Miller Howard Investments
New York
$30.4M +$29.2M 1 0.48% New
155
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$30.4M +$584K 1 1.28% Increased
156
LSV Asset Management
LSV Asset Management
Illinois
$30.1M +$21.6M 1 0.07% Increased
157
Credit Agricole
Credit Agricole
France
$30M +$13.9M 3 0.13% Increased
158
Axa
Axa
France
$28.7M +$14.7M 3 0.12% Increased
159
1919 Investment Counsel
1919 Investment Counsel
Maryland
$28.2M -$524K 1 0.58% Reduced
160
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$27.8M -$816K 3 0.36% Reduced
161
HI
Honeywell International
North Carolina
$27.7M +$5.94M 1 0.64% Increased
162
Chevy Chase Trust
Chevy Chase Trust
Maryland
$27.6M -$463K 1 0.19% Reduced
163
Gabelli Funds
Gabelli Funds
New York
$27.6M -$3.41M 1 0.14% Reduced
164
MAA
Matrix Asset Advisors
New York
$26.9M +$9.93M 1 3.06% Increased
165
IIA
IPG Investment Advisors
California
$26.3M -$10.5K 1 11.41% Reduced
166
EA
Euclid Advisors
Connecticut
$25.7M -$7.66M 1 0.18% Reduced
167
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$25.6M +$10.2M 1 0.18% Increased
168
Aviva
Aviva
United Kingdom
$25.5M -$3.16M 2 0.19% Reduced
169
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$25.3M +$299K 2 0.2% Increased
170
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$25M +$1.37M 1 1.01% Increased
171
Pinnacle Associates
Pinnacle Associates
New York
$24.7M -$297K 1 0.48% Reduced
172
Capital International Inc
Capital International Inc
California
$24.5M -$4.25M 1 1.29% Reduced
173
GIA
Guyasuta Investment Advisors
Pennsylvania
$24.3M +$431K 1 3.21% Increased
174
Los Angeles Capital Management
Los Angeles Capital Management
California
$24.3M -$578K 2 0.23% Reduced
175
HCCM
Herring Creek Capital Management
Connecticut
$24M +$4.81M 1 4.69% Increased