← 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
Pzena Investment Management
Pzena Investment Management
New York
$65.6M -$3.17M 1 0.33% Reduced
102
Capital Guardian Trust
Capital Guardian Trust
California
$65.6M -$1.3M 1 0.93% Reduced
103
Hamlin Capital Management
Hamlin Capital Management
New York
$63.7M +$13.3M 1 2.59% Increased
104
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$63.6M -$2.64M 3 0.16% Reduced
105
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$62.2M -$317K 3 0.16% Reduced
106
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$55.9M -$3.16M 3 0.11% Reduced
107
Aberdeen Group
Aberdeen Group
United Kingdom
$54.8M +$1.77M 2 0.11% Increased
108
Two Sigma Advisers
Two Sigma Advisers
New York
$54.6M -$38M 4 0.15% Reduced
109
AMF Tjänstepension
AMF Tjänstepension
Sweden
$54.6M +$56.5M 1 0.53% New
110
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$54.3M +$4.33M 5 0.15% Increased
111
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54M -$4.08M 6 0.06% Reduced
112
PGGM Investments
PGGM Investments
Netherlands
$53.4M +$18.8M 1 0.29% Increased
113
Davenport & Co
Davenport & Co
Virginia
$51.6M +$192K 1 0.64% Increased
114
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$50.9M -$4.61M 3 0.1% Reduced
115
Bank of Montreal
Bank of Montreal
Ontario, Canada
$49.6M -$5.41M 6 0.04% Reduced
116
CBT
Capital Bank & Trust
California
$49.5M +$784K 2 0.65% Increased
117
Macquarie Group
Macquarie Group
Australia
$48.5M +$5.52M 5 0.08% Increased
118
Zacks Investment Management
Zacks Investment Management
Illinois
$46.4M +$421K 1 1.01% Increased
119
Panagora Asset Management
Panagora Asset Management
Massachusetts
$46M +$9.27M 3 0.18% Increased
120
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$45.9M +$26.9M 2 0.11% Increased
121
ALPS Advisors
ALPS Advisors
Colorado
$45.9M +$124K 3 0.3% Increased
122
Brown Advisory
Brown Advisory
Maryland
$45.9M +$3.64M 3 0.14% Increased
123
TD Asset Management
TD Asset Management
Ontario, Canada
$42.8M +$13.9M 3 0.07% Increased
124
CMG
Cavalry Management Group
California
$42.5M +$17.8M 1 18.01% Increased
125
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$42.4M -$26K 1 1.21% Reduced