← 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	Chevy Chase Trust Bethesda, Maryland	$24.5M	+$224K	1	0.14%	Increased
152	Zevenbergen Capital Investments Edmonds, Washington	$24.4M	+$10.6M	1	1.11%	Increased
153	Citadel Advisors Miami, Florida	$23.9M	-$28M	2	0.03%	Reduced
154	TD Asset Management Toronto, Ontario, Canada	$23.8M	+$7.51M	2	0.04%	Increased
155	IP Interval Partners New York	$23.8M	-$29.3M	1	2.05%	Reduced
156	Nomura Asset Management Tokyo, Japan	$23.5M	-$419K	2	0.45%	Reduced
157	Kornitzer Capital Management Shawnee Mission, Kansas	$23M	-$2.6M	1	0.4%	Reduced
158	Teacher Retirement System of Texas Austin, Texas	$22.9M	+$932K	5	0.15%	Increased
159	ALPS Advisors Denver, Colorado	$22.8M	-$1.14M	1	0.24%	Reduced
160	Public Employees Retirement Association of Colorado Denver, Colorado	$22.2M	-$14.1M	4	0.18%	Reduced
161	US Bancorp Minneapolis, Minnesota	$22.1M	+$546K	4	0.09%	Increased
162	Silvercrest Asset Management New York	$21.9M	+$3.52M	1	0.3%	Increased
163	Retirement Systems of Alabama Montgomery, Alabama	$21.9M	-$392K	1	0.13%	Reduced
164	Westfield Capital Management Boston, Massachusetts	$21.6M	-$3.86M	1	0.16%	Reduced
165	Douglas Lane & Associates New York	$21.5M	+$19M	1	0.59%	New
166	SCM SKBA Capital Management San Francisco, California	$21.5M	-$541K	1	2.16%	Reduced
167	Davis Selected Advisers Tucson, Arizona	$21.2M	+$12.1M	1	0.09%	Increased
168	AIM Avity Investment Management Greenwich, Connecticut	$20.9M	-$193K	1	3.36%	Reduced
169	Winton Group London, United Kingdom	$20.8M	-$38M	1	0.23%	Reduced
170	ORIO Old Republic International (ORI) Chicago, Illinois	$20.5M	+$4.81M	1	1.01%	Increased
171	British Columbia Investment Management Victoria, British Columbia, Canada	$20.4M	-$3.11M	2	0.19%	Reduced
172	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$20.3M	-$2.15M	2	0.08%	Reduced
173	ACI AMP Capital Investors Sydney, Australia	$20.2M	-$1.36M	3	0.13%	Reduced
174	Trillium Asset Management Boston, Massachusetts	$19.8M	-$1.18M	1	1.32%	Reduced
175	Thrivent Financial for Lutherans Minneapolis, Minnesota	$19.8M	+$1.57M	3	0.1%	Increased