← 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
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$23.5M -$137K 1 0.21% Reduced
177
MAA
Matrix Asset Advisors
New York
$23.5M -$484K 1 4.01% Reduced
178
Foresters Investment Management
Foresters Investment Management
New York
$23.3M +$5.22M 1 0.41% Increased
179
Creative Planning
Creative Planning
Kansas
$23.1M -$78.2K 4 0.08% Reduced
180
ACM
Argent Capital Management
Missouri
$23M +$1.24M 2 0.84% Increased
181
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$23M +$597K 3 0.19% Increased
182
ACI
AMP Capital Investors
Australia
$22.9M +$3.68M 2 0.13% Increased
183
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$22.9M -$90.6K 2 0.11% Reduced
184
MetLife Investment Management
MetLife Investment Management
New Jersey
$22.7M +$8.16M 4 0.07% Increased
185
Westwood Holdings Group
Westwood Holdings Group
Texas
$22.5M -$1.85M 2 0.23% Reduced
186
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$21.9M -$1.5M 1 0.09% Reduced
187
Whittier Trust
Whittier Trust
California
$21.8M +$205K 4 0.67% Increased
188
SCCM
Schafer Cullen Capital Management
New York
$21.4M +$4.83M 1 0.31% Increased
189
EP
Elkfork Partners
Oregon
$21.2M +$10.6M 4 0.53% Increased
190
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$20.8M -$12.6M 2 0.18% Reduced
191
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$20.8M +$2.34M 2 0.26% Increased
192
HSBC Holdings
HSBC Holdings
United Kingdom
$20.7M -$15.8M 2 0.04% Reduced
193
IA
Icon Advisers
Colorado
$20.6M +$3.02M 3 2.07% Increased
194
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.5M -$1.88M 1 0.15% Reduced
195
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$20.4M +$183K 2 0.24% Increased
196
GIA
Guyasuta Investment Advisors
Pennsylvania
$20.4M -$304K 1 2.27% Reduced
197
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$20.3M +$3.25M 2 0.62% Increased
198
QS Investors
QS Investors
New York
$20.2M +$3.46M 1 0.22% Increased
199
Squarepoint
Squarepoint
New York
$19.9M +$13.1M 4 0.21% Increased
200
Alyeska Investment Group
Alyeska Investment Group
Illinois
$19.9M -$118M 2 0.26% Reduced