← 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
Channing Capital Management
Channing Capital Management
Illinois
$82.8M -$16.2M 2 2.3% Reduced
177
Asset Management One
Asset Management One
Japan
$81.8M +$1.18M 3 0.26% Increased
178
Meitav Investment House
Meitav Investment House
Israel
$79.6M +$645K 2 1.07% Increased
179
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$78.1M +$7.77M 5 0.34% Increased
180
Robeco Schweiz
Robeco Schweiz
Switzerland
$78.1M -$5.93M 1 1.8% Reduced
181
Regions Financial Corp
Regions Financial Corp
Alabama
$77.6M -$287K 2 0.53% Reduced
182
Midwest Trust
Midwest Trust
Kansas
$77.6M +$67M 2 1.07% New
183
Temasek Holdings
Temasek Holdings
Singapore
$77.6M -$37.9M 1 0.3% Reduced
184
ORIO
Old Republic International (ORI)
Illinois
$77.5M $0 1 3.04% Maintained
185
JSC
J. Stern & Co
United Kingdom
$76.9M +$2.11M 1 6.57% Increased
186
Saturna Capital
Saturna Capital
Washington
$76.9M +$2.85M 2 1.04% Increased
187
Quantinno Capital Management
Quantinno Capital Management
New York
$75.9M +$24M 6 0.33% Increased
188
Commerce Bank
Commerce Bank
Missouri
$72.3M -$2.37M 5 0.43% Reduced
189
Prudential Financial
Prudential Financial
New Jersey
$72.2M +$10.2M 4 0.09% Increased
190
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$72.1M -$9.9M 2 0.09% Reduced
191
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$71.8M +$480K 2 1.44% Increased
192
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$71.3M +$50.2M 3 1% Increased
193
Ancora Advisors
Ancora Advisors
Ohio
$71.2M +$743K 4 1.48% Increased
194
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$70.6M +$1.01M 1 1.78% Increased
195
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$70.5M -$2.82M 4 0.25% Reduced
196
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$70M -$4.19M 2 0.92% Reduced
197
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$69.3M +$2.08M 5 0.12% Increased
198
R.M. Davis Inc
R.M. Davis Inc
Maine
$68M -$2.32M 1 1.26% Reduced
199
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$67.5M -$608K 4 0.26% Reduced
200
Eastern Bank
Eastern Bank
Massachusetts
$66.9M -$815K 2 1.27% Reduced