← 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
176	AIP ARS Investment Partners New York	$17.8M	+$17M	1	3.13%	New
177	Fidelity International Hamilton, Bermuda	$17.6M	+$16.9M	1	0.1%	New
178	TPSF Texas Permanent School Fund Austin, Texas	$17.6M	+$16.9M	3	0.18%	New
179	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$17.1M	+$16.4M	3	0.13%	New
180	EA Euclid Advisors Hartford, Connecticut	$17M	+$16.3M	1	0.22%	New
181	Aviva London, United Kingdom	$16.2M	+$15.5M	2	0.16%	New
182	DSI Daiwa SB Investments Tokyo, Japan	$16.2M	+$15.5M	1	2.74%	New
183	Winton Capital Management London, United Kingdom	$15.7M	+$15M	1	0.19%	New
184	Ferguson Wellman Capital Management Portland, Oregon	$15.5M	+$14.9M	1	1.2%	New
185	CC Chubb Corp Warren, New Jersey	$15.3M	+$14.2M	1	0.84%	New
186	TCW Group Los Angeles, California	$15.3M	+$14.6M	1	0.08%	New
187	FIG Fortress Investment Group New York	$15.2M	+$14.5M	1	0.38%	New
188	First Trust Advisors Wheaton, Illinois	$15.1M	+$14.9M	5	0.1%	New
189	Arizona State Retirement System Phoenix, Arizona	$15.1M	+$14.5M	3	0.21%	New
190	I.G. Investment Management Winnipeg, Manitoba, Canada	$15M	+$14.4M	1	0.06%	New
191	Allstate Corporation Northbrook, Illinois	$14.9M	+$13.9M	1	0.68%	New
192	IRF IBM Retirement Fund Armonk, New York	$14.8M	+$14.1M	1	0.18%	New
193	SG Americas Securities New York	$14.7M	+$14M	3	0.07%	New
194	HCMT Highland Capital Management (Texas) Dallas, Texas	$14.3M	+$14M	1	1.09%	New
195	Douglas C. Lane & Associates New York	$14.3M	+$13.7M	1	0.56%	New
196	Mackenzie Financial Toronto Ontario, Ontario, Canada	$14.2M	+$13.2M	2	0.07%	New
197	Asset Management One Tokyo, Japan	$14.1M	+$13.6M	2	0.23%	New
198	KG Killen Group Berwyn, Pennsylvania	$14M	+$14.4M	1	1%	New
199	SEI Trust Company Oaks, Pennsylvania	$13.6M	+$13.1M	2	0.17%	New
200	ACI AMP Capital Investors Sydney, Australia	$13.6M	+$12.9M	2	0.11%	New