← 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
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$77.9M +$1.19M 4 0.34% Increased
177
Sound Shore Management
Sound Shore Management
Connecticut
$77.5M -$25.4M 1 2.52% Reduced
178
DF Dent & Co
DF Dent & Co
Maryland
$77.4M -$1.78M 2 0.94% Reduced
179
Rockefeller Capital Management
Rockefeller Capital Management
New York
$77.1M -$2.33M 3 0.21% Reduced
180
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$76.8M +$286K 2 0.31% Increased
181
Regions Financial Corp
Regions Financial Corp
Alabama
$76.2M -$10.2M 2 0.55% Reduced
182
Creative Planning
Creative Planning
Kansas
$73.3M +$2.88M 7 0.07% Increased
183
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$72.2M -$283K 4 0.3% Reduced
184
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$71.9M $0 1 2.7% Maintained
185
TC
TwinBeech Capital
New York
$71M +$43.1M 2 1.36% Increased
186
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$70.8M +$37.3M 1 1.15% Increased
187
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$70.7M -$669K 3 0.09% Reduced
188
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$69.9M +$18.5M 5 0.47% Increased
189
First Financial Bankshares
First Financial Bankshares
Texas
$69.9M +$1.42M 1 1.47% Increased
190
Brandes Investment Partners
Brandes Investment Partners
California
$69.8M +$1.04M 1 0.79% Increased
191
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$68.1M -$1.59M 2 0.48% Reduced
192
Renaissance Technologies
Renaissance Technologies
New York
$68.1M +$60.3M 5 0.1% Increased
193
J. Stern & Co
J. Stern & Co
United Kingdom
$67.9M +$2.01M 1 7.24% Increased
194
Woodline Partners
Woodline Partners
California
$67.6M +$31.1M 1 0.57% Increased
195
Eastern Bank
Eastern Bank
Massachusetts
$67.1M +$35.1M 2 1.2% Increased
196
FCI
Financial Counselors Inc
Kansas
$66.8M -$1.12M 2 0.99% Reduced
197
Vaughan David Investments
Vaughan David Investments
Illinois
$66.6M -$172K 1 1.53% Reduced
198
R.M. Davis Inc
R.M. Davis Inc
Maine
$66.1M -$1.16M 1 1.28% Reduced
199
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$65.8M -$2.59M 5 0.12% Reduced
200
Chilton Investment Company
Chilton Investment Company
Connecticut
$65.6M +$24.1M 1 1.72% Increased