← 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
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$69.9M -$47.3M 1 0.61% Reduced
152
GPGA
Grandeur Peak Global Advisors
Utah
$69.7M -$6.83M 1 4.91% Reduced
153
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$69M -$5.12M 1 2.6% Reduced
154
Channing Capital Management
Channing Capital Management
Illinois
$68.7M +$61M 1 2.03% Increased
155
US Bancorp
US Bancorp
Minnesota
$67.9M +$3.85M 7 0.1% Increased
156
TimesSquare Capital Management
TimesSquare Capital Management
New York
$67.8M -$4.82M 1 1% Reduced
157
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$67.4M +$129K 2 0.29% Increased
158
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$67.3M -$2.17M 4 0.27% Reduced
159
Royal London Asset Management
Royal London Asset Management
United Kingdom
$67.1M +$2.48M 3 0.19% Increased
160
Park West Asset Management
Park West Asset Management
California
$66.6M -$66.7M 1 6.53% Reduced
161
KeyBank National Association
KeyBank National Association
Ohio
$66.1M -$236K 4 0.29% Reduced
162
Korea Investment Corp
Korea Investment Corp
South Korea
$64.9M -$37.5M 2 0.17% Reduced
163
Commerce Bank
Commerce Bank
Missouri
$64.5M -$2.62M 3 0.46% Reduced
164
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$63.7M +$4.47M 3 0.25% Increased
165
Regions Financial Corp
Regions Financial Corp
Alabama
$62.7M +$352K 2 0.52% Increased
166
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$62.3M -$5.28M 1 0.64% Reduced
167
Eventide Asset Management
Eventide Asset Management
Massachusetts
$62M +$4.7K 1 1.01% Increased
168
First Financial Bankshares
First Financial Bankshares
Texas
$62M +$56.8M 1 1.49% New
169
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$61.7M -$110M 1 2.6% Reduced
170
Sessa Capital
Sessa Capital
New York
$60.9M -$26.6M 1 2.03% Reduced
171
Rockefeller Capital Management
Rockefeller Capital Management
New York
$60.5M -$1.2M 2 0.2% Reduced
172
Alyeska Investment Group
Alyeska Investment Group
Illinois
$59.7M +$8.05M 3 0.4% Increased
173
Aberdeen Group
Aberdeen Group
United Kingdom
$59.5M +$18.7M 4 0.13% Increased
174
Standard Investments
Standard Investments
New York
$59.4M -$34M 1 3.66% Reduced
175
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$59M -$41.2M 3 0.06% Reduced