← 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
Fisher Asset Management
Fisher Asset Management
Washington
$52M -$2.25M 2 0.03% Reduced
177
Snyder Capital Management
Snyder Capital Management
California
$52M +$1.59M 1 1.17% Increased
178
Nomura Asset Management
Nomura Asset Management
Japan
$51.6M -$3.87M 3 0.24% Reduced
179
TCW Group
TCW Group
California
$51.2M -$9.9M 2 0.64% Reduced
180
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$51M $0 1 0.76% Maintained
181
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$50.9M +$20.8M 3 0.21% Increased
182
Balyasny Asset Management
Balyasny Asset Management
Illinois
$49.6M +$14.5M 4 0.1% Increased
183
APG Asset Management
APG Asset Management
Netherlands
$48.6M -$13.3M 2 0.1% Reduced
184
National Bank of Canada
National Bank of Canada
Quebec, Canada
$48.2M +$11.3M 5 0.07% Increased
185
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$48.2M +$1.67M 1 0.48% Increased
186
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$48M +$236K 2 0.26% Increased
187
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$47.1M -$7.57M 5 0.11% Reduced
188
FCI
Financial Counselors Inc
Kansas
$47M +$940K 2 0.94% Increased
189
Trillium Asset Management
Trillium Asset Management
Massachusetts
$45.6M -$4.74M 1 1.37% Reduced
190
INTECH Investment Management
INTECH Investment Management
Florida
$45.6M -$40.3M 2 0.67% Reduced
191
Eventide Asset Management
Eventide Asset Management
Massachusetts
$45.4M +$498K 1 0.82% Increased
192
Vaughan David Investments
Vaughan David Investments
Illinois
$45.2M +$559K 1 1.37% Increased
193
Pinnacle Associates
Pinnacle Associates
New York
$45.1M -$1.01M 2 0.84% Reduced
194
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
$45.1M -$26.8M 1 4.13% Reduced
195
Woodline Partners
Woodline Partners
California
$45.1M +$14.9M 2 0.53% Increased
196
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$45M +$1.96M 3 0.52% Increased
197
R.M. Davis Inc
R.M. Davis Inc
Maine
$45M -$56.3K 1 1.13% Reduced
198
Bornite Capital Management
Bornite Capital Management
New York
$43.7M +$16.2M 1 13.19% Increased
199
Fred Alger Management
Fred Alger Management
New York
$43.7M -$22.4M 3 0.25% Reduced
200
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$42.8M -$4.17M 1 0.12% Reduced