← 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
Glenmede Trust
Glenmede Trust
Pennsylvania
$57M -$5.19M 3 0.26% Reduced
102
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$56.4M -$192K 5 0.15% Reduced
103
Davenport & Co
Davenport & Co
Virginia
$55.9M -$70K 1 0.7% Reduced
104
SG Americas Securities
SG Americas Securities
New York
$54.9M +$43M 4 0.51% Increased
105
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$54.2M -$48.6K 1 0.98% Reduced
106
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$53.9M +$2.53M 3 0.11% Increased
107
VOYA Investment Management
VOYA Investment Management
Georgia
$53.3M +$25M 4 0.12% Increased
108
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52.5M +$4.72M 2 0.13% Increased
109
IP
Interval Partners
New York
$52.2M -$27.3M 1 2% Reduced
110
Artisan Partners
Artisan Partners
Wisconsin
$51.8M +$420K 1 0.1% Increased
111
Bank of Montreal
Bank of Montreal
Ontario, Canada
$50.5M -$2.66M 6 0.04% Reduced
112
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.2M +$17.2M 4 0.07% Increased
113
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$50M -$37.9M 2 0.09% Reduced
114
Silvercrest Asset Management
Silvercrest Asset Management
New York
$49M +$2.11M 1 0.48% Increased
115
Hamlin Capital Management
Hamlin Capital Management
New York
$48.6M -$718K 1 2.16% Reduced
116
Balyasny Asset Management
Balyasny Asset Management
Illinois
$48.4M +$39.5M 3 0.32% Increased
117
Aberdeen Group
Aberdeen Group
United Kingdom
$47.6M -$8.96M 2 0.1% Reduced
118
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.4M +$16.4M 4 0.05% Increased
119
TD Asset Management
TD Asset Management
Ontario, Canada
$44.1M -$4.29M 4 0.07% Reduced
120
Panagora Asset Management
Panagora Asset Management
Massachusetts
$43.8M -$3.02M 3 0.19% Reduced
121
Jennison Associates
Jennison Associates
New York
$43.7M -$209K 2 0.04% Reduced
122
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$43.4M +$6.51M 3 0.16% Increased
123
Korea Investment Corp
Korea Investment Corp
South Korea
$41M +$16.7M 2 0.18% Increased
124
Gotham Asset Management
Gotham Asset Management
New York
$40M +$905K 3 0.59% Increased
125
Robeco Schweiz
Robeco Schweiz
Switzerland
$39.8M -$49.8M 1 1.65% Reduced