← 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$65.7M +$635K 2 0.46% Increased
202
Vaughan David Investments
Vaughan David Investments
Illinois
$65.6M -$269K 1 1.47% Reduced
203
SRFM
Shannon River Fund Management
New York
$65M +$11.2M 1 8.64% Increased
204
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$64.8M -$152M 2 0.07% Reduced
205
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.4M +$6.8M 6 0.28% Increased
206
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$64.2M -$22M 1 0.52% Reduced
207
Pinnacle Associates
Pinnacle Associates
New York
$63.6M -$5M 3 0.92% Reduced
208
Driehaus Capital Management
Driehaus Capital Management
Illinois
$63.5M +$5.16M 1 0.51% Increased
209
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$63.4M -$928K 1 2.79% Reduced
210
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$62.8M -$267K 1 1.34% Reduced
211
OAM
Ostrum Asset Management
France
$62.6M +$22.7M 2 2.93% Increased
212
Fred Alger Management
Fred Alger Management
New York
$61.3M +$24.2M 3 0.27% Increased
213
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$60.9M -$219K 3 0.22% Reduced
214
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$60.7M -$5.71M 1 0.42% Reduced
215
Chilton Investment Company
Chilton Investment Company
Connecticut
$60.5M -$11M 1 1.34% Reduced
216
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$59.5M -$9.74M 4 0.25% Reduced
217
Cerity Partners
Cerity Partners
New York
$59.2M +$4.32M 5 0.11% Increased
218
Candriam SCA
Candriam SCA
Luxembourg
$58.8M +$2.35M 1 0.34% Increased
219
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$58.5M +$1.59M 4 0.46% Increased
220
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$58.4M +$12.9M 3 0.82% Increased
221
Brandes Investment Partners
Brandes Investment Partners
California
$58.4M -$14.6M 1 0.53% Reduced
222
Arizona State Retirement System
Arizona State Retirement System
Arizona
$58.4M -$488K 5 0.34% Reduced
223
Snyder Capital Management
Snyder Capital Management
California
$58.4M +$2.11M 1 1.24% Increased
224
Congress Wealth Management
Congress Wealth Management
Massachusetts
$58.3M +$79.2K 3 0.56% Increased
225
Panagora Asset Management
Panagora Asset Management
Massachusetts
$58M -$104M 2 0.26% Reduced