← 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	ABC Anchor Bolt Capital Chicago, Illinois	$31.2M	-$4.31M	1	1.37%	Reduced
152	Brandywine Global Investment Management Philadelphia, Pennsylvania	$31.1M	-$47.2M	1	0.2%	Reduced
153	STRS Ohio Columbus, Ohio	$31M	-$1.26M	3	0.13%	Reduced
154	Teacher Retirement System of Texas Austin, Texas	$29.3M	+$11.7M	4	0.19%	Increased
155	KeyBank National Association Cleveland, Ohio	$29.2M	-$667K	3	0.17%	Reduced
156	TC Towle & Co Denver, Colorado	$28.9M	+$2.55M	1	2.78%	Increased
157	ORIO Old Republic International (ORI) Chicago, Illinois	$28.3M	$0	1	0.87%	Maintained
158	Fiera Capital (Canada) Montreal, Quebec, Canada	$28.2M	-$470K	1	0.12%	Reduced
159	Chevy Chase Trust Bethesda, Maryland	$27.6M	-$353K	1	0.12%	Reduced
160	Thornburg Investment Management Santa Fe, New Mexico	$27.2M	+$28.7M	1	0.21%	New
161	KBC Group Brussels, Belgium	$27.1M	+$13M	3	0.24%	Increased
162	AIG American International Group New York	$26.9M	-$2.71M	5	0.09%	Reduced
163	Obermeyer Wealth Partners Aspen, Colorado	$26.8M	-$447K	1	2.39%	Reduced
164	PIMC Praesidium Investment Management Company New York	$26.4M	+$210K	1	1.99%	Increased
165	Robeco Institutional Asset Management Rotterdam, Netherlands	$26M	-$5.52M	3	0.12%	Reduced
166	Artisan Partners Milwaukee, Wisconsin	$26M	+$4.18M	1	0.05%	Increased
167	BlueCrest Capital Management St Helier, Jersey	$25.7M	+$15.6M	2	0.67%	Increased
168	Davis Selected Advisers Tucson, Arizona	$25.4M	+$82.9K	1	0.11%	Increased
169	PM Pembroke Management Montreal, Quebec, Canada	$25.2M	+$3.16M	1	2.58%	Increased
170	Susquehanna International Group Bala Cynwyd, Pennsylvania	$25.2M	+$23.1M	4	0.01%	Increased
171	Swiss Life Asset Management Zurich,	$24.8M	-$5.32M	1	0.37%	Reduced
172	AIM Avity Investment Management Greenwich, Connecticut	$24.7M	+$341K	1	3.14%	Increased
173	DekaBank Deutsche Girozentrale Frankfurt, Germany	$24.7M	+$12M	4	0.16%	Increased
174	BWCA Brenner West Capital Advisors New York	$24.6M	-$7.12M	1	2.76%	Reduced
175	HSBC Holdings London, United Kingdom	$24.5M	-$11.2M	1	0.04%	Reduced