← 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$68.8M -$2.62M 3 0.16% Reduced
102
PGGM Investments
PGGM Investments
Netherlands
$67.6M +$5.35M 1 0.36% Increased
103
Canada Life
Canada Life
Manitoba, Canada
$66.4M -$9.19M 3 0.16% Reduced
104
Bank of Montreal
Bank of Montreal
Ontario, Canada
$66.3M +$9M 6 0.05% Increased
105
AMF Tjänstepension
AMF Tjänstepension
Sweden
$64.6M +$1.24M 1 0.59% Increased
106
Baird Financial Group
Baird Financial Group
Wisconsin
$64.6M -$3.17M 4 0.41% Reduced
107
Aberdeen Group
Aberdeen Group
United Kingdom
$62.9M -$139K 2 0.12% Reduced
108
Davenport & Co
Davenport & Co
Virginia
$60.4M +$492K 1 0.7% Increased
109
Glenmede Trust
Glenmede Trust
Pennsylvania
$60.3M +$12.6M 1 0.24% Increased
110
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$59.9M -$1.22M 5 0.15% Reduced
111
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$59.4M -$9.19M 3 0.14% Reduced
112
Prudential Financial
Prudential Financial
New Jersey
$55M -$39.6M 4 0.08% Reduced
113
SG Americas Securities
SG Americas Securities
New York
$53.6M +$46.3M 4 0.4% Increased
114
Alyeska Investment Group
Alyeska Investment Group
Illinois
$53.2M +$50.2M 1 0.58% New
115
ABC
Anchor Bolt Capital
Illinois
$53.1M +$15.9M 1 2.65% Increased
116
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$51.2M +$18.9M 4 0.16% Increased
117
TD Asset Management
TD Asset Management
Ontario, Canada
$50.9M +$5.44M 3 0.08% Increased
118
Brown Advisory
Brown Advisory
Maryland
$50.2M +$7.18M 3 0.14% Increased
119
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$50.1M -$83.1M 3 0.49% Reduced
120
Macquarie Group
Macquarie Group
Australia
$49.5M +$2.31M 4 0.08% Increased
121
Point72 Asset Management
Point72 Asset Management
Connecticut
$49.3M +$46.4M 1 0.2% New
122
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.4M -$11.5M 4 0.05% Reduced
123
Fred Alger Management
Fred Alger Management
New York
$48M +$4.09M 3 0.18% Increased
124
ALPS Advisors
ALPS Advisors
Colorado
$48M -$4.81M 3 0.31% Reduced
125
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$47.6M +$40.4M 2 0.33% Increased