← 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
Robeco Schweiz
Robeco Schweiz
Switzerland
$66.9M +$54.5M 2 3.1% Increased
102
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$66.1M +$185K 4 0.38% Increased
103
Guggenheim Capital
Guggenheim Capital
Illinois
$66.1M +$550K 5 0.16% Increased
104
Balyasny Asset Management
Balyasny Asset Management
Illinois
$65.7M +$65M 2 0.27% Increased
105
Canada Life
Canada Life
Manitoba, Canada
$64M -$4.68M 3 0.15% Reduced
106
Baird Financial Group
Baird Financial Group
Wisconsin
$62.6M +$489K 4 0.44% Increased
107
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$60.5M -$22.9M 2 0.74% Reduced
108
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$60.2M +$43.4M 5 0.11% Increased
109
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.9M +$1.51M 6 0.07% Increased
110
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$59.5M +$16.9M 3 0.1% Increased
111
Bank of Montreal
Bank of Montreal
Ontario, Canada
$58.2M +$4.81M 6 0.05% Increased
112
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$57.7M -$8.28M 2 0.63% Reduced
113
DZ Bank
DZ Bank
Germany
$57.5M +$11.4M 5 0.22% Increased
114
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$57.3M +$2.48M 3 0.12% Increased
115
Aberdeen Group
Aberdeen Group
United Kingdom
$56.9M -$263K 2 0.11% Reduced
116
VOYA Investment Management
VOYA Investment Management
Georgia
$55.5M +$5.29M 3 0.12% Increased
117
Discovery Capital Management
Discovery Capital Management
Connecticut
$55.4M +$54.3M 1 1.93% Increased
118
Davenport & Co
Davenport & Co
Virginia
$55M +$12.9M 1 0.68% Increased
119
Hamlin Capital Management
Hamlin Capital Management
New York
$54.4M -$183K 1 2.1% Reduced
120
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$52.8M -$2.22M 5 0.14% Reduced
121
CBT
Capital Bank & Trust
California
$52.2M -$1.71M 2 0.71% Reduced
122
CC
Carlson Capital
Texas
$52.1M +$39.6M 2 0.79% Increased
123
Zacks Investment Management
Zacks Investment Management
Illinois
$49.2M -$455K 1 1.09% Reduced
124
ALPS Advisors
ALPS Advisors
Colorado
$48.9M -$2.15M 3 0.39% Reduced
125
Axa
Axa
France
$48.1M +$728K 1 0.19% Increased