← 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	TGI Tradewinds Global Investors Los Angeles, California	$23.8M	-$638K	1	0.81%	Reduced
177	MLICM Metropolitan Life Insurance Company (MetLife) New York	$23.5M	-$829K	4	0.16%	Reduced
178	Two Sigma Advisers New York	$23.4M	+$12.5M	2	0.18%	Increased
179	SIM Sadoff Investment Management Milwaukee, Wisconsin	$23.2M	+$20.9M	1	3.02%	New
180	State of New Jersey Common Pension Fund D Trenton, New Jersey	$23.2M	+$22.3M	1	0.09%	New
181	TC Towle & Co Denver, Colorado	$22.9M	+$216K	1	4.35%	Increased
182	Douglas C. Lane & Associates New York	$22.3M	+$1.63M	1	0.67%	Increased
183	CCM Century Capital Management Boston, Massachusetts	$22.3M	+$10.1M	1	1.17%	Increased
184	Thompson Siegel & Walmsley Richmond, Virginia	$22M	+$3.92M	2	0.43%	Increased
185	CC Chubb Corp Warren, New Jersey	$21.9M	$0	1	1.14%	Maintained
186	VCM Vision Capital Management Portland, Oregon	$21.1M	-$127K	1	2.53%	Reduced
187	BNP Paribas Financial Markets Paris, France	$20.7M	-$1.32M	5	0.02%	Reduced
188	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$20.1M	-$7.6M	1	0.06%	Reduced
189	ECM Estabrook Capital Management New York	$19.1M	-$1.97M	1	1.96%	Reduced
190	TI Turner Investments Berwyn, Pennsylvania	$19M	-$9.92M	2	0.84%	Reduced
191	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$18.7M	+$785K	3	0.11%	Increased
192	Winton Group London, United Kingdom	$18.6M	+$17.9M	1	0.13%	New
193	SEI Trust Company Oaks, Pennsylvania	$18.6M	-$612K	3	0.18%	Reduced
194	AIM Avity Investment Management Greenwich, Connecticut	$18.5M	+$833K	1	3.18%	Increased
195	Wasatch Advisors Salt Lake City, Utah	$18.5M	+$1.39M	1	0.18%	Increased
196	TCW Group Los Angeles, California	$18.4M	+$200K	1	0.08%	Increased
197	ACI AMP Capital Investors Sydney, Australia	$18.2M	-$5.03M	2	0.11%	Reduced
198	TD Asset Management Toronto, Ontario, Canada	$17.7M	-$356K	2	0.03%	Reduced
199	TPSF Texas Permanent School Fund Austin, Texas	$17.6M	-$728K	3	0.18%	Reduced
200	TU TDAM USA Toronto, Ontario, Canada	$17.6M	-$262K	1	0.74%	Reduced