← 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 Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$49.2M	+$29.8M	2	0.11%	Increased
102	Thrivent Financial for Lutherans Minneapolis, Minnesota	$49M	+$1.2M	3	0.18%	Increased
103	Brown Advisory Baltimore, Maryland	$48.7M	+$3.51M	3	0.16%	Increased
104	Aberdeen Group Edinburgh, United Kingdom	$48.6M	-$958K	2	0.12%	Reduced
105	State Board of Administration of Florida Retirement System Tallahassee, Florida	$48.2M	+$33K	5	0.14%	Increased
106	Discovery Capital Management South Norwalk, Connecticut	$47.8M	+$5.31M	1	3.98%	Increased
107	Davenport & Co Richmond, Virginia	$47.7M	-$170K	1	0.66%	Reduced
108	Whale Rock Capital Management Boston, Massachusetts	$46.5M	+$9.95M	1	1.48%	Increased
109	Bank of Montreal Toronto, Ontario, Canada	$45.4M	-$7.97M	6	0.04%	Reduced
110	Harris Associates Chicago, Illinois	$44.2M	-$160M	1	0.09%	Reduced
111	Artisan Partners Milwaukee, Wisconsin	$44.1M	+$6.2M	1	0.1%	Increased
112	Loomis, Sayles & Company Boston, Massachusetts	$44M	+$2.83M	3	0.1%	Increased
113	Citigroup New York	$43.8M	+$19.7M	6	0.04%	Increased
114	Hamlin Capital Management New York	$42.1M	-$16.2M	1	1.96%	Reduced
115	TD Asset Management Toronto, Ontario, Canada	$41.5M	+$514K	4	0.07%	Increased
116	Prudential Financial Newark, New Jersey	$41.3M	-$3.14M	3	0.07%	Reduced
117	AMF Tjänstepension Stockholm, Sweden	$40.6M	-$11.5M	1	0.45%	Reduced
118	Panagora Asset Management Boston, Massachusetts	$40M	+$24.1M	3	0.19%	Increased
119	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$39.9M	-$24.7M	2	0.11%	Reduced
120	Silvercrest Asset Management New York	$39.9M	+$9.62M	1	0.44%	Increased
121	Canada Life Winnipeg, Manitoba, Canada	$39.7M	-$12.6M	3	0.11%	Reduced
122	ALPS Advisors Denver, Colorado	$38.6M	+$646K	2	0.3%	Increased
123	Mackenzie Financial Toronto Ontario, Ontario, Canada	$37.8M	-$11.2M	2	0.1%	Reduced
124	Jennison Associates New York	$36.7M	-$100M	2	0.04%	Reduced
125	AAM Ardevora Asset Management London, United Kingdom	$34.8M	+$2.76M	1	1.04%	Increased