← 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	Brandes Investment Partners La Jolla, California	$60.6M	+$4.72M	1	0.75%	Increased
202	Marshall Wace London, United Kingdom	$60.4M	-$10.3M	5	0.08%	Reduced
203	State of Tennessee, Department of Treasury Nashville, Tennessee	$59.3M	-$7.47M	3	0.22%	Reduced
204	Cetera Investment Advisers Schaumburg, Illinois	$58M	-$2.82M	6	0.13%	Reduced
205	Carnegie Investment Counsel Pepper Pike, Ohio	$57.4M	-$2.75M	2	1.79%	Reduced
206	AGF Management Toronto, Ontario, Canada	$55.9M	-$44.4M	1	0.31%	Reduced
207	Trillium Asset Management Boston, Massachusetts	$55.9M	-$9.66M	1	1.41%	Reduced
208	CP Cumberland Partners Toronto, Ontario, Canada	$54.4M	-$3.92M	1	3.96%	Reduced
209	NIMI Natixis Investment Managers International Paris, France	$54.2M	-$1.76M	1	4.05%	Reduced
210	Nisa Investment Advisors St. Louis, Missouri	$53.8M	+$1.28M	5	0.34%	Increased
211	Resona Asset Management Koto-Ku,tokyo, Japan	$53.6M	-$4.39M	1	0.32%	Reduced
212	Gabelli Funds Rye, New York	$53.4M	+$3.34M	2	0.41%	Increased
213	ACB Aristotle Capital Boston Boston, Massachusetts	$53M	-$3.97M	1	1.78%	Reduced
214	Aviva London, United Kingdom	$52.7M	+$11.9M	3	0.15%	Increased
215	Arizona State Retirement System Phoenix, Arizona	$52M	+$558K	5	0.35%	Increased
216	Glenmede Trust Philadelphia, Pennsylvania	$51.6M	-$478K	3	0.26%	Reduced
217	Bowen Hanes & Co Ponte Vedra Beach, Florida	$51.5M	-$349K	1	1.43%	Reduced
218	Voloridge Investment Management Jupiter, Florida	$51.2M	-$48M	2	0.19%	Reduced
219	D.E. Shaw & Co New York	$50.2M	-$17.3M	5	0.05%	Reduced
220	JLBC J.L. Bainbridge & Co Sarasota, Florida	$50.2M	-$11.3K	1	4.97%	Reduced
221	Pinnacle Associates New York	$49.2M	-$1.87M	2	0.77%	Reduced
222	Marex Group London,	$49.2M	+$41.6M	3	1.32%	Increased
223	Ferguson Wellman Capital Management Portland, Oregon	$49.1M	-$2.05M	1	1%	Reduced
224	MetLife Investment Management Whippany, New Jersey	$48.4M	+$6.03M	5	0.29%	Increased
225	Mercer Global Advisors Denver, Colorado	$48.3M	+$760K	2	0.13%	Increased