← 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
Osaic Holdings
Osaic Holdings
Arizona
$38M +$3.39M 8 0.08% Increased
177
HighTower Advisors
HighTower Advisors
Illinois
$37.6M +$19.7M 5 0.1% Increased
178
Eventide Asset Management
Eventide Asset Management
Massachusetts
$37.5M $0 1 0.5% Maintained
179
National Pension Service
National Pension Service
South Korea
$37.5M +$1.99M 1 0.07% Increased
180
Snyder Capital Management
Snyder Capital Management
California
$37.1M +$6.73M 1 0.98% Increased
181
PGGM Investments
PGGM Investments
Netherlands
$36.6M -$15.9M 2 0.19% Reduced
182
Aberdeen Group
Aberdeen Group
United Kingdom
$36.1M -$7.74M 3 0.08% Reduced
183
CMG
Cavalry Management Group
California
$35.4M -$35.5M 1 3.52% Reduced
184
JCM
Jag Capital Management
Missouri
$35.1M +$1.47M 1 2.73% Increased
185
Guggenheim Capital
Guggenheim Capital
Illinois
$35M +$3.92M 4 0.21% Increased
186
Pendal Group
Pendal Group
Australia
$34.6M +$31.1M 2 0.29% Increased
187
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$34.2M +$3.77M 3 0.17% Increased
188
Jennison Associates
Jennison Associates
New York
$33.8M -$9.35M 1 0.02% Reduced
189
Los Angeles Capital Management
Los Angeles Capital Management
California
$33.7M -$178K 6 0.15% Reduced
190
Cullen Capital Management
Cullen Capital Management
New York
$33.6M +$596K 1 0.33% Increased
191
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$33.3M +$16.4M 5 0.15% Increased
192
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$33.1M +$475K 2 0.19% Increased
193
Royal London Asset Management
Royal London Asset Management
United Kingdom
$33M +$4.35M 3 0.13% Increased
194
Pinnacle Associates
Pinnacle Associates
New York
$32.9M -$1.23M 2 0.61% Reduced
195
Argent Capital Management
Argent Capital Management
Missouri
$32.7M +$4K 1 1.03% Increased
196
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$32.3M +$3.35M 6 0.66% Increased
197
Advisors Capital Management
Advisors Capital Management
New Jersey
$32.1M +$6.8M 1 0.98% Increased
198
TCW Group
TCW Group
California
$32M +$11.4K 1 0.08% Increased
199
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$31.9M -$970K 1 0.16% Reduced
200
Marshall Wace North America
Marshall Wace North America
New York
$31.7M +$2.94M 1 0.13% Increased