← 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
HSBC Holdings
HSBC Holdings
United Kingdom
$54.1M -$6.16M 5 0.05% Reduced
152
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$52.8M -$87.9K 2 0.5% Reduced
153
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$50.1M +$2.67M 3 0.21% Increased
154
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$50M +$9.96M 5 0.27% Increased
155
Chevy Chase Trust
Chevy Chase Trust
Maryland
$49.7M -$1.88M 2 0.17% Reduced
156
NIMI
Natixis Investment Managers International
France
$48.1M +$45.1M 1 2.79% New
157
Rockefeller Capital Management
Rockefeller Capital Management
New York
$47.8M +$2.36M 6 0.25% Increased
158
Regions Financial Corp
Regions Financial Corp
Alabama
$47.6M -$2.21M 2 0.41% Reduced
159
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$46.9M +$3.21M 8 0.01% Increased
160
KeyBank National Association
KeyBank National Association
Ohio
$46.4M -$257K 3 0.2% Reduced
161
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$45.4M +$1.61M 3 0.06% Increased
162
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$45.2M +$34.8M 2 0.29% Increased
163
Asset Management One
Asset Management One
Japan
$44.9M -$1.31M 2 0.17% Reduced
164
BAMCO Inc
BAMCO Inc
New York
$44.5M +$8.41M 2 0.1% Increased
165
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$44.2M +$703K 1 0.27% Increased
166
GPGA
Grandeur Peak Global Advisors
Utah
$43.3M -$4.73M 1 2.05% Reduced
167
US Bancorp
US Bancorp
Minnesota
$42.9M +$201K 5 0.08% Increased
168
Trillium Asset Management
Trillium Asset Management
Massachusetts
$42.8M +$366K 1 1.13% Increased
169
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$42.6M +$33M 1 12.39% Increased
170
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$42.4M +$3.44M 5 0.07% Increased
171
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$41.9M -$4.13M 1 0.6% Reduced
172
Scout Investments
Scout Investments
Missouri
$41.9M -$14.2M 3 0.62% Reduced
173
Voloridge Investment Management
Voloridge Investment Management
Florida
$40.8M +$7.27M 4 0.26% Increased
174
Nomura Asset Management
Nomura Asset Management
Japan
$39.4M +$5.06M 2 0.22% Increased
175
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$38.8M -$1.15M 5 0.21% Reduced