← 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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$60M +$8.24M 5 0.08% Increased
102
Holocene Advisors
Holocene Advisors
New York
$60M +$57M 3 0.76% Increased
103
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$59.9M -$1.62M 3 0.15% Reduced
104
Davenport & Co
Davenport & Co
Virginia
$58.4M +$631K 1 0.69% Increased
105
Bahl & Gaynor
Bahl & Gaynor
Ohio
$58.4M +$48.6M 2 0.43% Increased
106
Glenmede Trust
Glenmede Trust
Pennsylvania
$58.2M -$789K 3 0.26% Reduced
107
APG Asset Management
APG Asset Management
Netherlands
$57.5M -$11.2M 2 0.1% Reduced
108
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$57.1M -$1.04M 5 0.15% Reduced
109
Millennium Management
Millennium Management
New York
$56.2M -$9.55M 5 0.08% Reduced
110
Bank of Montreal
Bank of Montreal
Ontario, Canada
$55M +$2.81M 6 0.05% Increased
111
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$54.3M -$13.5K 1 0.93% Reduced
112
Silvercrest Asset Management
Silvercrest Asset Management
New York
$52.3M +$1.58M 1 0.49% Increased
113
Artisan Partners
Artisan Partners
Wisconsin
$50.6M -$1.35M 1 0.09% Reduced
114
Prudential Financial
Prudential Financial
New Jersey
$50M +$9.5M 3 0.08% Increased
115
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$49.7M -$34.9M 1 1.63% Reduced
116
Aberdeen Group
Aberdeen Group
United Kingdom
$48M -$1.03M 2 0.11% Reduced
117
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$47M +$19.4M 3 0.24% Increased
118
SEI Investments
SEI Investments
Pennsylvania
$45.6M +$14.3M 5 0.15% Increased
119
AAM
Ardevora Asset Management
United Kingdom
$45.3M +$8.43M 1 1.11% Increased
120
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$44.9M -$9.87K 3 0.16% Reduced
121
Jennison Associates
Jennison Associates
New York
$44.4M +$1.42M 2 0.04% Increased
122
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.6M -$2.04M 4 0.05% Reduced
123
Aperio Group
Aperio Group
California
$42.3M +$2.6M 5 0.17% Increased
124
EIP
Easterly Investment Partners
Massachusetts
$41.9M -$59.6M 1 1.05% Reduced
125
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$41.8M -$11.3M 2 0.1% Reduced