← 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
USS Investment Management
USS Investment Management
United Kingdom
$143M +$574K 3 1.3% Increased
77
Pzena Investment Management
Pzena Investment Management
New York
$142M -$149M 1 0.67% Reduced
78
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$142M +$7.04M 3 0.19% Increased
79
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$140M +$4.96M 3 0.37% Increased
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$137M -$6.82M 6 0.19% Reduced
81
First Trust Advisors
First Trust Advisors
Illinois
$135M +$35.7M 4 0.18% Increased
82
Envestnet Asset Management
Envestnet Asset Management
Illinois
$132M -$5.69M 4 0.1% Reduced
83
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$124M -$53M 4 0.17% Reduced
84
Stifel Financial
Stifel Financial
Missouri
$123M +$8.11M 4 0.22% Increased
85
Korea Investment Corp
Korea Investment Corp
South Korea
$115M +$21.1M 2 0.35% Increased
86
Prudential Financial
Prudential Financial
New Jersey
$114M -$15.7M 4 0.19% Reduced
87
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$113M -$61.4M 1 1.24% Reduced
88
Geneva Capital Management
Geneva Capital Management
Wisconsin
$113M -$4.48M 1 1.92% Reduced
89
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$113M +$48.8M 1 0.72% Increased
90
Lazard Asset Management
Lazard Asset Management
New York
$113M +$72.2M 4 0.14% Increased
91
TD Asset Management
TD Asset Management
Ontario, Canada
$112M +$23.5M 2 0.14% Increased
92
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$111M +$22.7M 3 0.25% Increased
93
Citigroup
Citigroup
New York
$109M +$13.8M 6 0.06% Increased
94
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$108M +$10.1M 6 0.1% Increased
95
Adage Capital Partners
Adage Capital Partners
Massachusetts
$100M +$60.6M 2 0.22% Increased
96
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$97.1M -$178M 1 0.65% Reduced
97
Bank of Montreal
Bank of Montreal
Ontario, Canada
$93.3M +$7.37M 6 0.06% Increased
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$92.3M -$315K 5 0.19% Reduced
99
Federated Hermes
Federated Hermes
Pennsylvania
$91.8M -$902K 4 0.19% Reduced
100
Westwood Holdings Group
Westwood Holdings Group
Texas
$89.7M -$14.4M 2 1.03% Reduced