← 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	$46.8M	-$1.21M	1	0.44%	Reduced
152	ACB Aristotle Capital Boston Boston, Massachusetts	$46.5M	-$4.89M	1	1.57%	Reduced
153	HSBC Holdings London, United Kingdom	$46.4M	-$6.75M	5	0.08%	Reduced
154	Mitsubishi UFJ Asset Management Tokyo, Japan	$45.5M	+$4.77M	4	0.15%	Increased
155	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$45.4M	-$8.81M	4	0.2%	Reduced
156	Woodline Partners San Francisco, California	$44.9M	-$251K	2	0.63%	Reduced
157	Factory Mutual Insurance Waltham, Massachusetts	$44.7M	+$1.36M	1	0.73%	Increased
158	Commerce Bank Kansas City, Missouri	$44.3M	-$2.4M	3	0.38%	Reduced
159	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$43.9M	+$1.15M	3	0.12%	Increased
160	APG Asset Management Amsterdam, Netherlands	$43.6M	-$4.45M	2	0.11%	Reduced
161	Eventide Asset Management Boston, Massachusetts	$43.1M	+$334K	1	0.85%	Increased
162	Rockefeller Capital Management New York	$42.6M	-$1.19M	5	0.22%	Reduced
163	Chevy Chase Trust Bethesda, Maryland	$42.6M	+$609K	2	0.18%	Increased
164	Sessa Capital New York	$41.6M	$0	1	2.97%	Maintained
165	Glenmede Trust Philadelphia, Pennsylvania	$41.5M	+$677K	3	0.26%	Increased
166	ORIO Old Republic International (ORI) Chicago, Illinois	$41.3M	$0	1	1.37%	Maintained
167	HighTower Advisors Chicago, Illinois	$41.2M	+$1.14M	6	0.11%	Increased
168	Cubist Systematic Strategies Stamford, Connecticut	$41.2M	-$12.9M	6	0.23%	Reduced
169	Jupiter Asset Management London, United Kingdom	$41.1M	+$542K	1	0.64%	Increased
170	INTECH Investment Management West Palm Beach, Florida	$40.9M	+$7.61M	2	0.31%	Increased
171	WorldQuant Millennium Advisors New York	$40.7M	+$35.1M	1	0.99%	Increased
172	Two Sigma Investments New York	$39.7M	-$17.9M	6	0.13%	Reduced
173	Trillium Asset Management Boston, Massachusetts	$39.4M	+$363K	1	1.29%	Increased
174	KeyBank National Association Cleveland, Ohio	$39.2M	+$206K	3	0.2%	Increased
175	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$39.1M	+$3.18M	1	2.4%	Increased