← 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
76
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$73.9M -$65.6M 2 0.13% Reduced
77
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$73.8M -$448K 2 0.33% Reduced
78
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$72.7M +$9.5M 4 0.38% Increased
79
First Trust Advisors
First Trust Advisors
Illinois
$72.4M -$41.5M 4 0.17% Reduced
80
Two Sigma Advisers
Two Sigma Advisers
New York
$72M +$51.6M 4 0.2% Increased
81
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$71.8M -$12.5M 3 0.07% Reduced
82
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$71.7M +$9.89K 2 0.64% Increased
83
Stifel Financial
Stifel Financial
Missouri
$70.9M +$424K 4 0.23% Increased
84
IP
Interval Partners
New York
$69.1M +$61.3M 1 3.71% Increased
85
Pzena Investment Management
Pzena Investment Management
New York
$68.2M +$24M 1 0.4% Increased
86
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$68.1M +$4.35M 4 0.22% Increased
87
Baird Financial Group
Baird Financial Group
Wisconsin
$68.1M +$12.3M 3 0.46% Increased
88
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$66.4M -$317K 5 0.15% Reduced
89
Macquarie Group
Macquarie Group
Australia
$65.6M +$29.7M 5 0.13% Increased
90
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$62.5M +$1.47M 4 0.16% Increased
91
Regions Financial Corp
Regions Financial Corp
Alabama
$62M -$750K 4 0.77% Reduced
92
Miller Howard Investments
Miller Howard Investments
New York
$61.2M -$7.43M 1 1.79% Reduced
93
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$60.7M +$27.9M 3 0.52% Increased
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$60M -$1.78M 5 0.07% Reduced
95
APG Asset Management
APG Asset Management
Netherlands
$59.8M +$4.33M 2 0.12% Increased
96
Axa
Axa
France
$58.4M -$1.92M 2 0.25% Reduced
97
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$55.8M +$7.81M 2 0.87% Increased
98
Asset Management One
Asset Management One
Japan
$54.5M -$255K 3 0.13% Reduced
99
Glenmede Trust
Glenmede Trust
Pennsylvania
$53.3M +$6.01M 3 0.26% Increased
100
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$50.8M -$4.59M 3 0.14% Reduced