← 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
251
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$105M +$59.8M 5 0.15% Increased
252
Homestead Advisers
Homestead Advisers
Virginia
$105M -$393K 2 2.61% Reduced
253
Acadian Asset Management
Acadian Asset Management
Massachusetts
$105M +$22.7M 6 0.12% Increased
254
MetLife Investment Management
MetLife Investment Management
New Jersey
$105M -$18.2M 11 0.47% Reduced
255
Mercer Global Advisors
Mercer Global Advisors
Colorado
$104M +$9.57M 8 0.13% Increased
256
LMR Partners
LMR Partners
United Kingdom
$104M +$58.6M 8 0.39% Increased
257
Westwood Holdings Group
Westwood Holdings Group
Texas
$103M +$2.92M 4 0.78% Increased
258
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$103M -$813M 2 0.07% Reduced
259
Cerity Partners
Cerity Partners
New York
$102M +$4.2M 7 0.12% Increased
260
DF Dent & Co
DF Dent & Co
Maryland
$101M -$23.4M 2 1.92% Reduced
261
Tredje AP-fonden
Tredje AP-fonden
Sweden
$101M -$7.51M 3 0.46% Reduced
262
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$101M -$3.78M 6 0.35% Reduced
263
Swiss Life Asset Management
Swiss Life Asset Management
$100M -$3.5M 6 0.18% Reduced
264
KeyBank National Association
KeyBank National Association
Ohio
$99.5M -$3.14M 5 0.33% Reduced
265
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$99.1M +$46.2M 8 0.27% Increased
266
Commerce Bank
Commerce Bank
Missouri
$99M -$722K 5 0.43% Reduced
267
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$98.9M +$15.2M 8 0.22% Increased
268
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$97.3M +$5.48M 7 0.1% Increased
269
Prudential Financial
Prudential Financial
New Jersey
$97.2M +$16.4M 8 0.11% Increased
270
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$97.2M -$18.3M 7 0.63% Reduced
271
&Partners
&Partners
Tennessee
$96.8M +$6.4M 6 0.4% Increased
272
Blackstone Inc
Blackstone Inc
New York
$95.8M +$53.6M 5 0.25% Increased
273
Snyder Capital Management
Snyder Capital Management
California
$95.8M -$2.29M 1 1.65% Reduced
274
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$95.6M -$1.62M 5 0.65% Reduced
275
Midwest Trust
Midwest Trust
Kansas
$95.1M -$4.19M 2 1.08% Reduced