← 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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$90.3M -$1.75M 4 0.3% Reduced
77
Russell Investments Group
Russell Investments Group
United Kingdom
$89.6M -$24M 5 0.17% Reduced
78
Barclays
Barclays
United Kingdom
$88M -$15M 6 0.06% Reduced
79
PGGM Investments
PGGM Investments
Netherlands
$87.5M $0 1 0.45% Maintained
80
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$85.1M +$11.3M 4 0.19% Increased
81
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$84.3M -$7.25M 1 2.99% Reduced
82
Baird Financial Group
Baird Financial Group
Wisconsin
$83.5M +$3.15M 3 0.49% Increased
83
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$81.8M -$2.67M 3 0.12% Reduced
84
Stifel Financial
Stifel Financial
Missouri
$78.9M -$3.93M 4 0.22% Reduced
85
Two Sigma Advisers
Two Sigma Advisers
New York
$77.7M -$10.2M 4 0.2% Reduced
86
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$76.9M -$961K 6 0.16% Reduced
87
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$74.4M +$11.5M 2 0.14% Increased
88
Miller Howard Investments
Miller Howard Investments
New York
$72.9M +$1.04M 1 2.01% Increased
89
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$72.7M +$2.12M 5 0.07% Increased
90
Regions Financial Corp
Regions Financial Corp
Alabama
$71.7M -$987K 4 0.83% Reduced
91
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$71.1M -$10.8M 4 0.2% Reduced
92
Citigroup
Citigroup
New York
$66.7M +$13.5M 6 0.06% Increased
93
APG Asset Management
APG Asset Management
Netherlands
$66.6M -$5.49M 2 0.12% Reduced
94
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$66M +$51.4M 5 0.16% Increased
95
Millennium Management
Millennium Management
New York
$66M +$49.7M 5 0.1% Increased
96
Brown Advisory
Brown Advisory
Maryland
$65.5M +$8.34M 3 0.19% Increased
97
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$59.5M +$2.74M 3 0.19% Increased
98
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$59.2M -$321K 3 0.15% Reduced
99
Axa
Axa
France
$58.7M -$9.27M 3 0.23% Reduced
100
Canada Life
Canada Life
Manitoba, Canada
$57.4M +$8.94M 2 0.15% Increased