← 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
201
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$142M +$20M 9 0.24% Increased
202
ZP
Zimmer Partners
New York
$142M +$28.8M 2 3.26% Increased
203
William Blair Investment Management
William Blair Investment Management
Illinois
$142M +$115M 2 0.43% Increased
204
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$136M +$12.4M 2 0.56% Increased
205
Robeco Schweiz
Robeco Schweiz
Switzerland
$133M +$1.56M 1 2.13% Increased
206
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$133M +$40.1M 3 0.59% Increased
207
Asset Management One
Asset Management One
Japan
$132M +$4.2M 6 0.34% Increased
208
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$131M +$41.9M 3 1.4% Increased
209
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$130M +$7.8M 4 0.25% Increased
210
VCM
Valiant Capital Management
California
$129M +$31.7M 1 5.21% Increased
211
ProShare Advisors
ProShare Advisors
Maryland
$128M -$18.9M 8 0.19% Reduced
212
Westfield Capital Management
Westfield Capital Management
Massachusetts
$127M +$101M 2 0.42% New
213
Freestone Grove Partners
Freestone Grove Partners
California
$126M +$77.1M 6 0.81% Increased
214
Nomura Asset Management
Nomura Asset Management
Japan
$126M -$170M 5 0.27% Reduced
215
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$126M +$85.3M 4 0.19% Increased
216
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$125M +$10.4M 11 0.16% Increased
217
ACM
Analog Century Management
New York
$124M +$2.9M 1 4.54% Increased
218
CHAM
Clear Harbor Asset Management
Connecticut
$123M -$8.01M 2 7.57% Reduced
219
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$121M -$1.93M 7 0.35% Reduced
220
Storebrand Asset Management
Storebrand Asset Management
Norway
$120M -$15.9M 2 0.3% Reduced
221
Resona Asset Management
Resona Asset Management
Japan
$119M -$18M 4 0.56% Reduced
222
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$119M -$6.21M 2 0.15% Reduced
223
D1 Capital Partners
D1 Capital Partners
New York
$118M +$128M 1 0.34% New
224
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$117M +$1.86M 4 1.46% Increased
225
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$117M +$58.6M 6 0.15% Increased