← 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	Prudential Financial Newark, New Jersey	$61.8M	-$6.05M	6	0.1%	Reduced
152	Chevy Chase Trust Bethesda, Maryland	$60.6M	-$694K	2	0.24%	Reduced
153	Zurich Insurance Group Zurich, Switzerland	$60.2M	-$39.6M	1	0.64%	Reduced
154	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$59.5M	-$7.5M	4	0.27%	Reduced
155	Commerce Bank Kansas City, Missouri	$59.4M	-$2.96M	3	0.47%	Reduced
156	Fifth Third Bancorp Cincinnati, Ohio	$59.2M	+$23.2M	5	0.27%	Increased
157	ACB Aristotle Capital Boston Boston, Massachusetts	$58.8M	-$4.43M	1	1.9%	Reduced
158	Retirement Systems of Alabama Montgomery, Alabama	$58.6M	-$10.4M	2	0.27%	Reduced
159	KeyBank National Association Cleveland, Ohio	$58.5M	-$1.9M	4	0.28%	Reduced
160	Creative Planning Overland Park, Kansas	$58.1M	+$15.1M	5	0.08%	Increased
161	Merewether Investment Management Dallas, Texas	$58.1M	+$18.2M	1	3.51%	Increased
162	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$57.1M	+$1.77M	1	4.3%	Increased
163	Gabelli Funds Rye, New York	$55.8M	+$14.3M	2	0.45%	Increased
164	Royal London Asset Management United Kingdom	$55.7M	+$3.26M	3	0.18%	Increased
165	Regions Financial Corp Birmingham, Alabama	$55.2M	-$3.84K	1	0.5%	Reduced
166	Rockefeller Capital Management New York	$54.7M	+$1.25M	2	0.21%	Increased
167	US Bancorp Minneapolis, Minnesota	$54.5M	-$2.99M	5	0.09%	Reduced
168	SAM Scopus Asset Management New York	$54.5M	+$14M	1	1.55%	Increased
169	Los Angeles Capital Management Los Angeles, California	$54.3M	-$1.21M	5	0.23%	Reduced
170	Jane Street New York	$54M	+$16.6M	7	0.02%	Increased
171	TimesSquare Capital Management New York	$53.9M	-$3.71M	1	0.84%	Reduced
172	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$53.9M	+$42.2M	4	0.09%	Increased
173	Williams Jones Wealth Management New York	$53.9M	+$4.32M	1	0.83%	Increased
174	Sachem Head Capital Management New York	$53.3M	-$68M	1	2.49%	Reduced
175	Asset Management One Tokyo, Japan	$53.2M	+$1.94M	2	0.24%	Increased