← 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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$64.3M +$1.7M 4 0.44% Increased
102
Canada Life
Canada Life
Manitoba, Canada
$63.6M +$1.76M 3 0.17% Increased
103
Capital Guardian Trust
Capital Guardian Trust
California
$63.5M -$94.2M 1 1.17% Reduced
104
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$63.4M -$2.25M 1 2.76% Reduced
105
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.3M +$3.23M 5 0.08% Increased
106
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$62.6M $0 2 0.72% Maintained
107
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$62.4M +$22.1M 2 0.89% Increased
108
D.E. Shaw & Co
D.E. Shaw & Co
New York
$61.6M -$13.8M 5 0.1% Reduced
109
Miller Howard Investments
Miller Howard Investments
New York
$61.2M -$2.2M 1 1.22% Reduced
110
Great Lakes Advisors
Great Lakes Advisors
Illinois
$60.2M +$1.21M 2 1.48% Increased
111
PGGM Investments
PGGM Investments
Netherlands
$58.1M -$8.04M 2 0.3% Reduced
112
USSCPF
United States Steel & Carnegie Pension Fund
New York
$56.5M -$20.1M 1 2.35% Reduced
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$56.3M +$934K 5 0.16% Increased
114
LM
Luminus Management
Texas
$55.6M +$13.6M 1 1.16% Increased
115
Hamlin Capital Management
Hamlin Capital Management
New York
$54.2M -$33.4M 1 2.26% Reduced
116
Baird Financial Group
Baird Financial Group
Wisconsin
$53.7M -$5.66M 3 0.42% Reduced
117
Barclays
Barclays
United Kingdom
$52.1M -$1.53M 6 0.06% Reduced
118
Adage Capital Partners
Adage Capital Partners
Massachusetts
$50.4M -$16.9M 3 0.12% Reduced
119
SEI Investments
SEI Investments
Pennsylvania
$50.2M +$16.7M 4 0.2% Increased
120
Zacks Investment Management
Zacks Investment Management
Illinois
$49.6M +$1.13M 3 1.23% Increased
121
ALPS Advisors
ALPS Advisors
Colorado
$49.1M -$2.37M 2 0.34% Reduced
122
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$45.6M +$13.1M 2 0.36% Increased
123
First Eagle Investment Management
First Eagle Investment Management
New York
$45.3M +$15.7M 1 0.11% Increased
124
Korea Investment Corp
Korea Investment Corp
South Korea
$44.5M +$2.82M 2 0.21% Increased
125
Point72 Asset Management
Point72 Asset Management
Connecticut
$44.5M -$17.4M 1 0.25% Reduced