← 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	Axa Paris, France	$24M	-$666K	3	0.1%	Reduced
177	State of Michigan Retirement System Lansing, Michigan	$23.7M	-$4.92M	1	0.17%	Reduced
178	Aviva London, United Kingdom	$23.5M	+$2.39M	2	0.16%	Increased
179	DP Delta Partners Boston, Massachusetts	$23.2M	$0	1	17.85%	Maintained
180	US Bancorp Minneapolis, Minnesota	$22.3M	-$1.18M	4	0.09%	Reduced
181	Pinnacle Associates New York	$22.1M	-$66.8K	1	0.41%	Reduced
182	Teacher Retirement System of Texas Austin, Texas	$22.1M	-$21.7M	5	0.17%	Reduced
183	Capital International Sarl Los Angeles, California	$22M	-$5.35M	1	1.6%	Reduced
184	Trillium Asset Management Boston, Massachusetts	$21.6M	+$3.38M	1	1.4%	Increased
185	Bank of Montreal Toronto, Ontario, Canada	$21.3M	+$8.73M	4	0.02%	Increased
186	MTB Mizuho Trust & Banking Tokyo, Japan	$21.3M	+$13.7M	2	0.07%	Increased
187	BNP Paribas Asset Management Paris, France	$20.6M	+$1.43M	2	0.16%	Increased
188	Hermes Investment Management London Uk, United Kingdom	$20.5M	+$898K	1	0.48%	Increased
189	Gabelli Funds Rye, New York	$20.5M	-$612K	1	0.1%	Reduced
190	AIM Avity Investment Management Greenwich, Connecticut	$20.1M	+$737K	1	3.19%	Increased
191	IIA IPG Investment Advisors San Diego, California	$20M	-$2.72M	1	7.57%	Reduced
192	Susquehanna International Group Bala Cynwyd, Pennsylvania	$19.9M	-$2.25M	5	0.01%	Reduced
193	Millennium Management New York	$19.8M	-$6.83M	5	0.04%	Reduced
194	AIG American International Group New York	$19.6M	+$4.63M	5	0.08%	Increased
195	Canada Life Winnipeg, Manitoba, Canada	$19.2M	-$4.91M	4	0.07%	Reduced
196	STB S&T Bank Indiana, Pennsylvania	$18.9M	+$343K	1	2.82%	Increased
197	Korea Investment Corp Seoul, South Korea	$18.5M	-$18.8M	2	0.14%	Reduced
198	SAM Steinberg Asset Management New York	$18.3M	-$9.53M	1	2.04%	Reduced
199	Schroder Investment Management Group London, United Kingdom	$18.1M	-$10.9M	2	0.04%	Reduced
200	KG Killen Group Berwyn, Pennsylvania	$17.8M	-$2.27M	1	1.28%	Reduced