← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$18.9M -$5.41M 3 0.01% Reduced
177
TD Asset Management
TD Asset Management
Ontario, Canada
$18.4M -$2.14M 2 0.04% Reduced
178
Panagora Asset Management
Panagora Asset Management
Massachusetts
$18.2M -$3.11M 3 0.09% Reduced
179
ACI
AMP Capital Investors
Australia
$18.1M +$2.85M 2 0.14% Increased
180
TPSF
Texas Permanent School Fund
Texas
$18M -$523K 3 0.19% Reduced
181
CC
Chubb Corp
New Jersey
$18M $0 1 1% Maintained
182
PIM
Partner Investment Management
California
$17.9M -$14.3M 1 4.78% Reduced
183
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$17.8M -$5.72M 1 0.03% Reduced
184
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$17.8M +$2.05M 1 0.07% Increased
185
CBOA
Commonwealth Bank of Australia
Australia
$17.5M -$640K 2 0.13% Reduced
186
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$17.1M +$16.8M 3 0.1% New
187
SEI Trust Company
SEI Trust Company
Pennsylvania
$16.6M +$2.16M 2 0.18% Increased
188
Credit Agricole
Credit Agricole
France
$16.5M +$16.1M 3 0.07% New
189
AIP
ARS Investment Partners
New York
$16.5M -$2.09M 1 2.81% Reduced
190
AC
Amiya Capital
United Kingdom
$16.3M -$6.38M 1 2.6% Reduced
191
SCM
Suffolk Capital Management
New York
$16.3M +$1.73M 2 2.18% Increased
192
Fidelity International
Fidelity International
Bermuda
$16.1M -$2.26M 1 0.08% Reduced
193
TCW Group
TCW Group
California
$16.1M +$138K 1 0.07% Increased
194
Arizona State Retirement System
Arizona State Retirement System
Arizona
$16.1M +$143K 3 0.21% Increased
195
FIG
Fortress Investment Group
New York
$16M +$96.6K 1 0.3% Increased
196
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$15.9M +$989K 1 0.58% Increased
197
First Trust Advisors
First Trust Advisors
Illinois
$15.9M +$180K 4 0.09% Increased
198
CCI
Columbus Circle Investors
$15.8M -$120K 1 0.11% Reduced
199
Nomura Holdings
Nomura Holdings
Japan
$15.3M +$4.27M 4 0.09% Increased
200
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$15.3M +$1.89M 1 0.75% Increased