← 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	Brandes Investment Partners La Jolla, California	$59M	+$10.9M	1	0.9%	Increased
177	Fisher Asset Management Camas, Washington	$59M	+$1.11M	2	0.03%	Increased
178	Osaic Holdings Scottsdale, Arizona	$59M	-$14M	8	0.1%	Reduced
179	ACB Aristotle Capital Boston Boston, Massachusetts	$58.9M	-$2.84M	1	1.8%	Reduced
180	Nomura Asset Management Tokyo, Japan	$58.4M	-$1.6M	3	0.24%	Reduced
181	Thrivent Financial for Lutherans Minneapolis, Minnesota	$58.2M	-$376K	5	0.13%	Reduced
182	Employees Retirement System of Texas Austin, Texas	$58.1M	+$432K	2	0.68%	Increased
183	Asset Management One Tokyo, Japan	$57.5M	-$4.36M	3	0.23%	Reduced
184	TCW Group Los Angeles, California	$57.1M	-$564K	2	0.64%	Reduced
185	Gabelli Funds Rye, New York	$56.8M	-$5.37M	2	0.44%	Reduced
186	Treasurer of the State of North Carolina Raleigh, North Carolina	$56.8M	+$324K	2	0.27%	Increased
187	SG Americas Securities New York	$56.8M	+$40.1M	5	0.53%	Increased
188	Clark Capital Management Group Philadelphia, Pennsylvania	$56.4M	+$1.76M	1	0.46%	Increased
189	DF Dent & Co Baltimore, Maryland	$55.7M	-$587K	2	0.74%	Reduced
190	APG Asset Management Amsterdam, Netherlands	$54.7M	+$1.68M	2	0.11%	Increased
191	Man Group London, United Kingdom	$54M	+$47.8M	4	0.15%	New
192	FCI Financial Counselors Inc Overland Park, Kansas	$53.7M	-$228K	2	0.96%	Reduced
193	Scout Investments Kansas City, Missouri	$52.4M	+$1.85M	3	1.31%	Increased
194	Fred Alger Management New York	$52.2M	+$1.73M	3	0.28%	Increased
195	Snyder Capital Management San Francisco, California	$51.9M	-$6.26M	1	1.17%	Reduced
196	Trillium Asset Management Boston, Massachusetts	$51.1M	-$344K	1	1.39%	Reduced
197	Vaughan David Investments Peoria, Illinois	$50.7M	-$330K	1	1.39%	Reduced
198	R.M. Davis Inc Portland, Maine	$50M	-$749K	1	1.15%	Reduced
199	Pinnacle Associates New York	$49.7M	+$63.4K	2	0.84%	Increased
200	Cartenna Capital Stamford, Connecticut	$49.4M	+$45.2M	1	3.04%	New