← 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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$72.8M +$3.37M 2 0.28% Increased
177
Creative Planning
Creative Planning
Kansas
$72.7M +$526K 6 0.07% Increased
178
ORIO
Old Republic International (ORI)
Illinois
$72M $0 1 2.84% Maintained
179
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$71.7M +$11.1M 5 0.25% Increased
180
Commerce Bank
Commerce Bank
Missouri
$71M -$6.6M 4 0.44% Reduced
181
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$70.9M -$14.6M 1 0.61% Reduced
182
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$70.8M +$83.7M 2 0.18% Increased
183
Swiss Life Asset Management
Swiss Life Asset Management
$70.6M +$34.9M 3 0.52% Increased
184
First Financial Bankshares
First Financial Bankshares
Texas
$70.6M +$595K 1 1.53% Increased
185
Tredje AP-fonden
Tredje AP-fonden
Sweden
$70.1M +$21.1M 3 0.63% Increased
186
EULAV Asset Management
EULAV Asset Management
Florida
$68.8M +$5.79M 1 1.66% Increased
187
SSM
Sound Shore Management
Connecticut
$68.6M -$19.7M 1 2.26% Reduced
188
JSC
J. Stern & Co
United Kingdom
$67.9M -$165K 1 6.4% Reduced
189
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$66.9M -$419K 4 0.27% Reduced
190
Eastern Bank
Eastern Bank
Massachusetts
$66.8M -$331K 2 1.24% Reduced
191
1832 Asset Management
1832 Asset Management
Ontario, Canada
$66M -$74.5M 1 0.06% Reduced
192
Encompass Capital Advisors
Encompass Capital Advisors
New York
$65.9M -$11.7M 1 2.48% Reduced
193
Ancora Advisors
Ancora Advisors
Ohio
$65.4M -$61.6K 4 1.46% Reduced
194
Robeco Schweiz
Robeco Schweiz
Switzerland
$65.2M -$21.4M 1 1.39% Reduced
195
Nomura Asset Management
Nomura Asset Management
Japan
$65.1M -$12.3M 3 0.2% Reduced
196
R.M. Davis Inc
R.M. Davis Inc
Maine
$64.9M -$1.32M 1 1.27% Reduced
197
FCI
Financial Counselors Inc
Kansas
$64.7M +$76.2K 2 0.94% Increased
198
Marshall Wace
Marshall Wace
United Kingdom
$64.7M +$45.8M 5 0.08% Increased
199
Chilton Investment Company
Chilton Investment Company
Connecticut
$64.5M -$1.24M 1 1.66% Reduced
200
NIMI
Natixis Investment Managers International
France
$64.1M +$1.02M 2 4.96% Increased