← 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	Merewether Investment Management Dallas, Texas	$40.8M	+$24.5M	1	2.96%	Increased
202	Scout Investments Kansas City, Missouri	$40.6M	-$46.6M	3	0.83%	Reduced
203	Storebrand Asset Management Lysaker, Norway	$40.5M	+$1.07M	3	0.19%	Increased
204	Mercer Global Advisors Denver, Colorado	$40.3M	+$8.74M	3	0.16%	Increased
205	Gabelli Funds Rye, New York	$40M	+$91.5K	2	0.3%	Increased
206	Ancora Advisors Cleveland, Ohio	$40M	+$145K	2	1.05%	Increased
207	Carnegie Investment Counsel Pepper Pike, Ohio	$39.9M	+$1.68M	2	1.48%	Increased
208	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$39.6M	+$4.8M	2	0.06%	Increased
209	Jennison Associates New York	$39.2M	+$14.5M	2	0.03%	Increased
210	Jane Street New York	$39M	+$11.6M	7	0.01%	Increased
211	Corient Private Wealth Miami, Florida	$38.8M	-$26.8M	4	0.09%	Reduced
212	Brandes Investment Partners La Jolla, California	$38.8M	+$2.29M	1	0.78%	Increased
213	MN Services Vermogensbeheer The Hague, Netherlands	$38.5M	-$1.51M	1	0.36%	Reduced
214	KBC Group Brussels, Belgium	$38.4M	-$9.23M	4	0.16%	Reduced
215	Vontobel Holding Zurich, Switzerland	$38.3M	-$1.3M	6	0.34%	Reduced
216	SAM Scopus Asset Management New York	$38.3M	+$879K	1	1.07%	Increased
217	Thompson Siegel & Walmsley Richmond, Virginia	$38.1M	-$4.27M	1	0.61%	Reduced
218	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$37.9M	+$12M	4	0.37%	Increased
219	National Bank of Canada Montreal, Quebec, Canada	$37.9M	+$23M	5	0.07%	Increased
220	Robeco Institutional Asset Management Rotterdam, Netherlands	$37.7M	-$4.41M	3	0.1%	Reduced
221	CT Cambridge Trust Cambridge, Massachusetts	$37.5M	-$150K	1	1.7%	Reduced
222	WI Wafra Inc New York	$37.2M	+$32.6M	1	1.22%	New
223	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$37.2M	-$51.2M	5	0.02%	Reduced
224	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$36.5M	-$540K	1	0.06%	Reduced
225	PM Pembroke Management Montreal, Quebec, Canada	$36M	-$2.27M	1	3.88%	Reduced