← 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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$37.5M -$16.6M 4 0.05% Reduced
177
GPGA
Grandeur Peak Global Advisors
Utah
$37.3M -$1.7M 1 1.78% Reduced
178
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$36.5M +$42.1M 1 0.28% New
179
Point72 Asset Management
Point72 Asset Management
Connecticut
$35.3M +$8.17M 2 0.16% Increased
180
IP
Interval Partners
New York
$34.8M -$29.7M 1 1.44% Reduced
181
Martingale Asset Management
Martingale Asset Management
Massachusetts
$34.5M -$18.1M 1 0.39% Reduced
182
Osaic Holdings
Osaic Holdings
Arizona
$33.7M +$2.12M 6 0.07% Increased
183
Jennison Associates
Jennison Associates
New York
$33.7M -$4.35M 1 0.02% Reduced
184
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$33.6M +$6.36M 5 0.19% Increased
185
ACI
AMP Capital Investors
Australia
$33.2M -$966K 4 0.16% Reduced
186
Nomura Asset Management
Nomura Asset Management
Japan
$33M -$27.8K 2 0.19% Reduced
187
Cullen Capital Management
Cullen Capital Management
New York
$32.8M +$1.15M 1 0.32% Increased
188
Davis Selected Advisers
Davis Selected Advisers
Arizona
$32.6M -$1.46M 1 0.13% Reduced
189
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$32.6M +$489K 1 0.16% Increased
190
ACM
Argent Capital Management
Missouri
$32.4M -$65K 1 1.01% Reduced
191
TCW Group
TCW Group
California
$32.3M -$2.6M 1 0.28% Reduced
192
Azimuth Capital Management
Azimuth Capital Management
Michigan
$32.1M +$2.57M 2 1.39% Increased
193
Voloridge Investment Management
Voloridge Investment Management
Florida
$32M -$5.29M 2 0.22% Reduced
194
Swiss Life Asset Management
Swiss Life Asset Management
$30.9M +$2.93M 3 0.31% Increased
195
AIG
American International Group
New York
$30.9M -$17.4M 5 0.1% Reduced
196
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$30.7M -$435K 2 0.18% Reduced
197
DFO
Duquesne Family Office
New York
$30.6M -$19.6M 1 0.76% Reduced
198
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$30.5M -$35.2K 1 0.31% Reduced
199
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$30.3M +$2.59M 3 0.19% Increased
200
Guggenheim Capital
Guggenheim Capital
Illinois
$30M -$517K 4 0.18% Reduced