← 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	State of Michigan Retirement System Lansing, Michigan	$23.4M	-$134K	1	0.16%	Reduced
177	TC Towle & Co Denver, Colorado	$22.9M	-$440K	1	4.24%	Reduced
178	Teacher Retirement System of Texas Austin, Texas	$22.8M	+$1.22M	5	0.17%	Increased
179	CC Chubb Corp Warren, New Jersey	$22.3M	$0	1	1.16%	Maintained
180	BNP Paribas Financial Markets Paris, France	$22.3M	+$8.39M	5	0.06%	Increased
181	Pinnacle Associates New York	$22M	+$58.7K	1	0.41%	Increased
182	US Bancorp Minneapolis, Minnesota	$21.9M	-$220K	4	0.09%	Reduced
183	ACI AMP Capital Investors Sydney, Australia	$21.7M	-$3.83M	2	0.14%	Reduced
184	Trillium Asset Management Boston, Massachusetts	$21.6M	+$194K	1	1.38%	Increased
185	OAM Oxford Asset Management Oxford, United Kingdom	$21M	+$8.47M	2	0.57%	Increased
186	SAM Steinberg Asset Management New York	$20.8M	+$4.84M	1	2.51%	Increased
187	Hermes Investment Management London Uk, United Kingdom	$20.8M	+$402K	1	0.47%	Increased
188	DP Delta Partners Boston, Massachusetts	$20.7M	$0	1	17.89%	Maintained
189	Gabelli Funds Rye, New York	$20.4M	$0	1	0.11%	Maintained
190	AIM Avity Investment Management Greenwich, Connecticut	$19.8M	+$426K	1	3.12%	Increased
191	Gotham Asset Management New York	$19.7M	-$32.7M	2	0.16%	Reduced
192	AIG American International Group New York	$19.2M	-$272K	5	0.08%	Reduced
193	FMA Fiduciary Management Associates Chicago, Illinois	$19M	+$686K	1	1.12%	Increased
194	Canada Life Winnipeg, Manitoba, Canada	$19M	-$124K	4	0.07%	Reduced
195	SCM Stevens Capital Management Radnor, Pennsylvania	$18.9M	+$12.9M	2	0.68%	Increased
196	Capital International Sarl Los Angeles, California	$18.8M	-$3.21M	1	1.39%	Reduced
197	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$18.7M	+$19.5M	1	0.85%	New
198	IIA IPG Investment Advisors San Diego, California	$18M	+$195K	1	6.54%	Increased
199	BNP Paribas Asset Management Paris, France	$17.9M	-$2.33M	2	0.15%	Reduced
200	Macquarie Group Sydney, NSW 2000, Australia	$17.9M	-$11M	3	0.04%	Reduced