← 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
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$74.8M +$951K 3 3.07% Increased
202
Channing Capital Management
Channing Capital Management
Illinois
$74.8M -$28.7M 2 1.97% Reduced
203
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$74.7M -$2.58M 4 0.25% Reduced
204
Pinnacle Associates
Pinnacle Associates
New York
$74.4M +$1.03M 3 0.99% Increased
205
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$73.3M -$726K 1 1.83% Reduced
206
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$72.8M +$11.3M 4 0.85% Increased
207
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$72.6M +$893K 2 0.47% Increased
208
Ancora Advisors
Ancora Advisors
Ohio
$71.6M -$2.95M 5 1.43% Reduced
209
Temasek Holdings
Temasek Holdings
Singapore
$71.3M -$9.7M 1 0.25% Reduced
210
Ostrum Asset Management
Ostrum Asset Management
France
$70.4M -$1.56M 2 3.16% Reduced
211
R.M. Davis Inc
R.M. Davis Inc
Maine
$70.4M -$898K 1 1.23% Reduced
212
Eastern Bank
Eastern Bank
Massachusetts
$69.8M -$346K 2 1.24% Reduced
213
DnB Asset Management
DnB Asset Management
Norway
$69.6M +$4.97M 3 0.26% Increased
214
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$69.6M +$15.4M 4 0.08% Increased
215
Fred Alger Management
Fred Alger Management
New York
$69.4M +$2.44M 3 0.27% Increased
216
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$69M +$17.2M 4 0.42% Increased
217
Chilton Investment Company
Chilton Investment Company
Connecticut
$68.9M +$5.39M 1 1.4% Increased
218
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$68.9M +$2.9M 1 1.37% Increased
219
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$68.8M +$5.02M 1 0.4% Increased
220
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$68.7M +$26.1M 1 1.34% Increased
221
Mediolanum International Funds
Mediolanum International Funds
Ireland
$68.4M +$5.48M 2 0.72% Increased
222
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$68.4M -$5.21M 2 0.75% Reduced
223
Sound Shore Management
Sound Shore Management
Connecticut
$67.9M -$31.8M 1 2.24% Reduced
224
Vaughan David Investments
Vaughan David Investments
Illinois
$67.5M -$1.24M 1 1.46% Reduced
225
Första AP-fonden
Första AP-fonden
Sweden
$67.4M +$3.8M 2 0.4% Increased