← 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
101
Principal Financial Group
Principal Financial Group
Iowa
$61.1M +$1.5M 4 0.09% Increased
102
HI
Honeywell International
North Carolina
$60.5M -$88.4K 1 1.42% Reduced
103
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$60.4M +$6.53M 5 0.12% Increased
104
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$60.2M +$11.6M 2 1.04% Increased
105
Tocqueville Asset Management
Tocqueville Asset Management
New York
$60M -$27.1M 3 0.71% Reduced
106
PGGM Investments
PGGM Investments
Netherlands
$59.6M -$7.02M 2 0.28% Reduced
107
CI Investments Inc
CI Investments Inc
Ontario, Canada
$58.9M -$41.7M 1 0.62% Reduced
108
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$58M -$12.7M 2 0.05% Reduced
109
UBS Group
UBS Group
Switzerland
$57.5M +$7.6M 5 0.04% Increased
110
APG Asset Management
APG Asset Management
Netherlands
$56.3M -$232K 2 0.12% Reduced
111
1832 Asset Management
1832 Asset Management
Ontario, Canada
$54.9M -$40.7M 1 0.21% Reduced
112
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$52M -$2.77M 4 0.15% Reduced
113
TGI
Tradewinds Global Investors
California
$51.8M +$7.07M 1 2.09% Increased
114
KeyBank National Association
KeyBank National Association
Ohio
$51.4M -$8.69M 2 0.34% Reduced
115
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$51.4M +$11.9M 4 0.27% Increased
116
WM
WS Management
Florida
$50M +$45.9M 1 1.67% New
117
Gotham Asset Management
Gotham Asset Management
New York
$49.9M -$13.9M 2 0.38% Reduced
118
BlackRock Japan
BlackRock Japan
Japan
$49.5M +$1.46M 3 0.2% Increased
119
Royce & Associates
Royce & Associates
New York
$49.5M -$20.6M 1 0.19% Reduced
120
Stifel Financial
Stifel Financial
Missouri
$48.4M -$1.92M 3 0.27% Reduced
121
Two Sigma Advisers
Two Sigma Advisers
New York
$47.8M +$8.14M 3 0.35% Increased
122
Guggenheim Capital
Guggenheim Capital
Illinois
$45.6M -$12.7M 5 0.11% Reduced
123
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$44.7M -$3.84M 4 0.15% Reduced
124
Federated Hermes
Federated Hermes
Pennsylvania
$43.2M +$37.6M 2 0.13% Increased
125
Putnam Investments
Putnam Investments
Massachusetts
$43.2M -$52.6M 3 0.09% Reduced