← 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
Canada Life
Canada Life
Manitoba, Canada
$67.9M -$1.31M 3 0.16% Reduced
102
Asset Management One
Asset Management One
Japan
$67.8M -$2.28M 2 0.15% Reduced
103
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$66.6M -$1.79M 2 0.7% Reduced
104
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$65.3M -$7M 4 0.41% Reduced
105
Guggenheim Capital
Guggenheim Capital
Illinois
$64.9M -$3.09M 4 0.15% Reduced
106
First Eagle Investment Management
First Eagle Investment Management
New York
$62.7M +$4.78M 1 0.15% Increased
107
Baird Financial Group
Baird Financial Group
Wisconsin
$62.4M +$5.06M 4 0.44% Increased
108
Barclays
Barclays
United Kingdom
$61.3M -$9.63M 6 0.05% Reduced
109
Capital Guardian Trust
Capital Guardian Trust
California
$60.1M +$1.18M 1 0.85% Increased
110
SEI Investments
SEI Investments
Pennsylvania
$59.9M -$98.4K 5 0.21% Reduced
111
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.8M +$1.8M 6 0.06% Increased
112
Aberdeen Group
Aberdeen Group
United Kingdom
$56.9M +$18.6M 2 0.11% Increased
113
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$54.7M -$11.6M 3 0.11% Reduced
114
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$54.6M -$3.28M 5 0.15% Reduced
115
Federated Hermes
Federated Hermes
Pennsylvania
$54.1M -$5.17M 3 0.15% Reduced
116
PGGM Investments
PGGM Investments
Netherlands
$54.1M -$40.5M 2 0.3% Reduced
117
Hamlin Capital Management
Hamlin Capital Management
New York
$53.9M -$1.26M 1 2.07% Reduced
118
CBT
Capital Bank & Trust
California
$53.2M -$8.17M 2 0.73% Reduced
119
Bank of Montreal
Bank of Montreal
Ontario, Canada
$53M -$47.9M 6 0.05% Reduced
120
Adage Capital Partners
Adage Capital Partners
Massachusetts
$52M -$100M 3 0.12% Reduced
121
DZ Bank
DZ Bank
Germany
$51.5M +$37.5M 4 0.2% Increased
122
ALPS Advisors
ALPS Advisors
Colorado
$50.5M -$275K 3 0.35% Reduced
123
VOYA Investment Management
VOYA Investment Management
Georgia
$49.4M -$1.19M 3 0.1% Reduced
124
Zacks Investment Management
Zacks Investment Management
Illinois
$49.1M -$45.1K 2 1.07% Reduced
125
GGHC
Gilder Gagnon Howe & Co
New York
$48.6M +$3.28M 2 0.65% Increased