← 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	AGF Investments Inc Toronto, Ontario, Canada	$45.3M	+$914K	1	0.4%	Increased
152	Eventide Asset Management Boston, Massachusetts	$45.3M	$0	1	0.97%	Maintained
153	BAMCO Inc New York	$44.8M	+$11.2M	2	0.14%	Increased
154	Commerce Bank Kansas City, Missouri	$44.1M	-$36.6M	3	0.36%	Reduced
155	Mackenzie Financial Toronto Ontario, Ontario, Canada	$43.7M	-$1.69M	4	0.07%	Reduced
156	APG Asset Management Amsterdam, Netherlands	$43.3M	-$4.99M	3	0.1%	Reduced
157	Jupiter Asset Management London, United Kingdom	$43M	+$11.2M	1	0.6%	Increased
158	LPU Lansdowne Partners (UK) London, United Kingdom	$42.9M	-$53M	1	6.05%	Reduced
159	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$41.9M	-$60.7K	3	0.11%	Reduced
160	Glenmede Trust Philadelphia, Pennsylvania	$41.5M	-$1.29M	2	0.24%	Reduced
161	Rockefeller Capital Management New York	$41.3M	-$1.68M	5	0.22%	Reduced
162	Factory Mutual Insurance Waltham, Massachusetts	$41M	-$140K	1	0.67%	Reduced
163	Chevy Chase Trust Bethesda, Maryland	$40.8M	+$356K	2	0.17%	Increased
164	Mitsubishi UFJ Asset Management Tokyo, Japan	$40M	+$4.69M	4	0.18%	Increased
165	ORIO Old Republic International (ORI) Chicago, Illinois	$39M	$0	1	0.94%	Maintained
166	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$38.6M	+$1.78M	1	2.4%	Increased
167	Squarepoint New York	$38.3M	+$30.6M	7	0.21%	Increased
168	HighTower Advisors Chicago, Illinois	$38M	-$196K	6	0.1%	Reduced
169	Trillium Asset Management Boston, Massachusetts	$37.4M	+$2.37M	1	1.15%	Increased
170	Segall Bryant & Hamill Chicago, Illinois	$37.3M	-$6.28M	2	0.42%	Reduced
171	KeyBank National Association Cleveland, Ohio	$37M	-$608K	3	0.18%	Reduced
172	Sessa Capital New York	$36.2M	$0	1	1.97%	Maintained
173	US Bancorp Minneapolis, Minnesota	$35.6M	-$834K	6	0.07%	Reduced
174	INTECH Investment Management West Palm Beach, Florida	$34.8M	+$38.5M	2	0.2%	New
175	Man Group London, United Kingdom	$34.5M	-$23.8M	0	–	Closed