← 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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$322M +$132M 3 0.49% Increased
77
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$320M +$87.2M 4 0.62% Increased
78
LPL Financial
LPL Financial
California
$317M -$34.7M 7 0.11% Reduced
79
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$314M -$3.97M 5 0.61% Reduced
80
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$313M -$241M 7 0.18% Reduced
81
American Century Companies
American Century Companies
Missouri
$310M -$25.5M 6 0.17% Reduced
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$301M +$1.57M 5 0.33% Increased
83
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$293M +$1.85M 4 0.7% Increased
84
Winslow Capital Management
Winslow Capital Management
Minnesota
$292M +$252M 1 0.98% Increased
85
Congress Asset Management
Congress Asset Management
Massachusetts
$285M +$854K 3 1.95% Increased
86
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$279M +$4.25M 5 0.5% Increased
87
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$259M -$6.59M 1 0.19% Reduced
88
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$242M +$12M 7 0.59% Increased
89
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$233M +$9.92M 3 0.2% Increased
90
Tredje AP-fonden
Tredje AP-fonden
Sweden
$233M +$46.5M 3 1.86% Increased
91
Lazard Asset Management
Lazard Asset Management
New York
$219M +$2.69M 4 0.3% Increased
92
Aberdeen Group
Aberdeen Group
United Kingdom
$217M +$13.5M 3 0.37% Increased
93
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$214M +$38.5M 3 1.12% Increased
94
Baird Financial Group
Baird Financial Group
Wisconsin
$209M +$6.48M 3 0.37% Increased
95
Allspring Global Investments
Allspring Global Investments
North Carolina
$207M +$26.1M 2 0.35% Increased
96
Truist Financial
Truist Financial
North Carolina
$206M +$5.68M 4 0.3% Increased
97
HSBC Holdings
HSBC Holdings
United Kingdom
$204M -$26.6M 4 0.12% Reduced
98
Alyeska Investment Group
Alyeska Investment Group
Illinois
$204M -$165M 2 0.72% Reduced
99
Canada Life
Canada Life
Manitoba, Canada
$202M +$12.8M 4 0.32% Increased
100
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$201M -$1.98M 5 0.36% Reduced