← 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	Nomura Asset Management Tokyo, Japan	$29.3M	-$2.46M	2	0.52%	Reduced
152	British Columbia Investment Management Victoria, British Columbia, Canada	$29.2M	+$5.05M	2	0.26%	Increased
153	Macquarie Group Sydney, NSW 2000, Australia	$29.1M	+$165K	3	0.06%	Increased
154	Gateway Investment Advisers Cincinnati, Ohio	$28.7M	+$1.57M	1	0.24%	Increased
155	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$28.2M	+$8.65M	2	0.1%	Increased
156	BAPIM British Airways Pensions Investment Management London, United Kingdom	$27.7M	+$27.7M	1	0.85%	New
157	Lord, Abbett & Co Jersey City, New Jersey	$27.5M	+$24.1M	2	0.07%	Increased
158	Public Employees Retirement Association of Colorado Denver, Colorado	$27.5M	-$183K	4	0.23%	Reduced
159	PIMC Praesidium Investment Management Company New York	$27.4M	+$27.1M	1	2.19%	New
160	SIM Sadoff Investment Management Milwaukee, Wisconsin	$27.3M	+$109K	1	3.06%	Increased
161	Douglas C. Lane & Associates New York	$27.3M	+$968K	1	0.72%	Increased
162	WBC Westpac Banking Corp Sydney, Australia	$27.1M	+$11.2M	2	0.24%	Increased
163	ACI AMP Capital Investors Sydney, Australia	$26.8M	+$2.47M	2	0.16%	Increased
164	Retirement Systems of Alabama Montgomery, Alabama	$26.6M	-$1.07M	1	0.14%	Reduced
165	Chevy Chase Trust Bethesda, Maryland	$26.2M	+$692K	1	0.16%	Increased
166	TC Towle & Co Denver, Colorado	$26.2M	+$182K	1	4.86%	Increased
167	RS Investment Management San Francisco, California	$25.9M	+$21.5M	1	0.23%	Increased
168	HCCM Herring Creek Capital Management Stamford, Connecticut	$25.2M	-$2.59M	1	5.99%	Reduced
169	CC Carlson Capital Dallas, Texas	$25.1M	-$5.08M	1	0.28%	Reduced
170	Cullen/Frost Bankers San Antonio, Texas	$25.1M	+$162K	1	0.94%	Increased
171	CC Chubb Corp Warren, New Jersey	$25M	+$9	1	1.3%	Increased
172	Brandes Investment Partners La Jolla, California	$24.7M	-$45.9M	1	0.34%	Reduced
173	ALPS Advisors Denver, Colorado	$24.6M	+$1.99M	2	0.2%	Increased
174	PP PDT Partners New York	$24.4M	+$24.1M	2	0.61%	New
175	Ferguson Wellman Capital Management Portland, Oregon	$24.1M	-$2.46M	1	0.99%	Reduced