← 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	Capital International Los Angeles, California	$29.7M	-$2.41M	1	1.81%	Reduced
152	MAA Matrix Asset Advisors White Plains, New York	$29.5M	+$1.74M	1	3.33%	Increased
153	CC Carlson Capital Dallas, Texas	$28.7M	+$25.9M	1	0.28%	New
154	State of Michigan Retirement System Lansing, Michigan	$28.6M	+$3.13M	1	0.19%	Increased
155	HCCM Herring Creek Capital Management Stamford, Connecticut	$27.8M	+$5.49M	1	5.6%	Increased
156	Macquarie Group Sydney, NSW 2000, Australia	$27.7M	-$1.91M	3	0.06%	Reduced
157	Retirement Systems of Alabama Montgomery, Alabama	$27.7M	-$31.6K	1	0.15%	Reduced
158	Public Employees Retirement Association of Colorado Denver, Colorado	$27.4M	-$281K	4	0.23%	Reduced
159	Schroder Investment Management Group London, United Kingdom	$27.4M	-$62.1M	3	0.05%	Reduced
160	Capital International Sarl Los Angeles, California	$27.3M	-$1.14M	1	1.69%	Reduced
161	Credit Agricole Montrouge Cedex, France	$27.2M	+$2.39M	3	0.12%	Increased
162	Gateway Investment Advisers Cincinnati, Ohio	$27.1M	-$11.3M	1	0.22%	Reduced
163	Ferguson Wellman Capital Management Portland, Oregon	$26.5M	-$94.2K	1	1.07%	Reduced
164	Millennium Management New York	$26.4M	-$670K	4	0.06%	Reduced
165	Douglas C. Lane & Associates New York	$26.3M	+$2.78M	1	0.71%	Increased
166	Chevy Chase Trust Bethesda, Maryland	$25.5M	-$190K	1	0.16%	Reduced
167	SAM Steinberg Asset Management New York	$25.3M	+$23.8M	1	2.04%	New
168	Cullen/Frost Bankers San Antonio, Texas	$24.9M	+$821K	1	0.96%	Increased
169	Canada Life Winnipeg, Manitoba, Canada	$24.2M	-$565K	4	0.08%	Reduced
170	SIM Sadoff Investment Management Milwaukee, Wisconsin	$24M	+$419K	1	2.8%	Increased
171	Axa Paris, France	$23.6M	+$2.04M	3	0.09%	Increased
172	US Bancorp Minneapolis, Minnesota	$23.5M	-$1.83M	4	0.09%	Reduced
173	British Columbia Investment Management Victoria, British Columbia, Canada	$23.5M	+$878K	2	0.19%	Increased
174	TC Towle & Co Denver, Colorado	$22.9M	-$402K	1	4.14%	Reduced
175	ACI AMP Capital Investors Sydney, Australia	$22.9M	+$4.09M	2	0.14%	Increased