← 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
GPGA
Grandeur Peak Global Advisors
Utah
$74.3M -$3.24M 1 5.94% Reduced
177
Asset Management One
Asset Management One
Japan
$74.3M +$2.71M 2 0.28% Increased
178
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$73.7M -$34.2M 3 0.1% Reduced
179
Merewether Investment Management
Merewether Investment Management
Texas
$72.8M +$73.9M 1 3.84% New
180
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$71.3M -$3.24M 2 0.3% Reduced
181
Danske Bank
Danske Bank
Denmark
$70.9M -$18.5M 3 0.26% Reduced
182
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$70.7M +$15M 6 0.11% Increased
183
DF Dent & Co
DF Dent & Co
Maryland
$70.5M -$1.76M 2 0.91% Reduced
184
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.4M +$26.9M 2 0.17% Increased
185
ORIO
Old Republic International (ORI)
Illinois
$68M $0 1 2.77% Maintained
186
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$67.9M -$262M 4 0.34% Reduced
187
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$67.5M -$36M 4 0.29% Reduced
188
ACM
Analog Century Management
New York
$66.6M +$18.7M 1 6.59% Increased
189
Creative Planning
Creative Planning
Kansas
$66M +$915K 6 0.07% Increased
190
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$65M -$1.52M 2 0.47% Reduced
191
First Financial Bankshares
First Financial Bankshares
Texas
$64.7M -$14.6M 1 1.48% Reduced
192
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$63.9M +$35.9M 3 0.33% Increased
193
FCI
Financial Counselors Inc
Kansas
$63.8M -$4.11M 2 1.03% Reduced
194
R.M. Davis Inc
R.M. Davis Inc
Maine
$63.7M -$1.18M 1 1.29% Reduced
195
Vaughan David Investments
Vaughan David Investments
Illinois
$63.1M -$1.29M 1 1.6% Reduced
196
Congress Wealth Management
Congress Wealth Management
Massachusetts
$62.6M +$1.02M 3 0.99% Increased
197
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$62.4M +$7.7M 4 0.13% Increased
198
Fred Alger Management
Fred Alger Management
New York
$62.3M -$1.19M 3 0.3% Reduced
199
JSC
J. Stern & Co
United Kingdom
$62.2M -$9.3M 1 7.41% Reduced
200
Ancora Advisors
Ancora Advisors
Ohio
$61.3M -$1.54M 3 1.52% Reduced