← 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	ICOM Investment Counselors of Maryland Baltimore, Maryland	$35.4M	+$511K	1	1.51%	Increased
152	TCW Group Los Angeles, California	$35.4M	+$11.2M	1	0.39%	Increased
153	ALPS Advisors Denver, Colorado	$35.1M	-$2.23M	1	0.27%	Reduced
154	AMF Tjänstepension Stockholm, Sweden	$34.5M	-$3.53M	1	0.33%	Reduced
155	TD Asset Management Toronto, Ontario, Canada	$33M	+$16.2K	4	0.05%	Increased
156	Chevy Chase Trust Bethesda, Maryland	$32.8M	-$496K	1	0.12%	Reduced
157	Pinnacle Associates New York	$32.7M	+$6.93M	2	0.72%	Increased
158	JCM Janney Capital Management Pittsburgh, Pennsylvania	$32.5M	-$1.53M	1	1.76%	Reduced
159	KeyBank National Association Cleveland, Ohio	$32.4M	-$1.88M	3	0.17%	Reduced
160	Assenagon Asset Management Senningerberg, Luxembourg	$31.8M	+$6.95M	2	0.2%	Increased
161	Korea Investment Corp Seoul, South Korea	$31.8M	+$3.49M	1	0.12%	Increased
162	DekaBank Deutsche Girozentrale Frankfurt, Germany	$31.7M	-$6.03M	3	0.19%	Reduced
163	ACI AMP Capital Investors Sydney, Australia	$31.7M	+$1.32M	4	0.17%	Increased
164	Teacher Retirement System of Texas Austin, Texas	$31.5M	-$1.9M	1	0.25%	Reduced
165	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$31.3M	-$8.66M	2	0.08%	Reduced
166	Obermeyer Wealth Partners Aspen, Colorado	$31.1M	-$58.3K	1	2.75%	Reduced
167	Gateway Investment Advisers Cincinnati, Ohio	$30.9M	+$4.16M	1	0.31%	Increased
168	Public Employees Retirement Association of Colorado Denver, Colorado	$30.3M	-$8.65M	4	0.17%	Reduced
169	Gotham Asset Management New York	$30.1M	-$2.16M	1	0.55%	Reduced
170	QS Investors New York	$29.9M	+$4.13M	2	0.3%	Increased
171	Becker Capital Management Portland, Oregon	$29.8M	-$1.16M	2	1.06%	Reduced
172	DZ Bank Frankfurt Am Main, Germany	$29.6M	+$12.2M	1	0.08%	Increased
173	Zurich Cantonal Bank Zurich, Switzerland	$29.5M	-$2.98M	5	0.23%	Reduced
174	SIC Schwartz Investment Counsel Plymouth, Michigan	$29.2M	-$1.29M	1	1.38%	Reduced
175	Creative Planning Overland Park, Kansas	$28.8M	-$225K	3	0.09%	Reduced