← 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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$58M +$5.43M 2 0.48% Increased
102
Westwood Holdings Group
Westwood Holdings Group
Texas
$57.8M +$32.6M 2 0.64% Increased
103
Davenport & Co
Davenport & Co
Virginia
$57.6M -$696K 1 0.69% Reduced
104
TimesSquare Capital Management
TimesSquare Capital Management
New York
$57.4M -$43.7M 1 0.51% Reduced
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$57.3M -$630K 5 0.15% Reduced
106
Prudential Financial
Prudential Financial
New Jersey
$55.5M +$4.85M 3 0.09% Increased
107
Citigroup
Citigroup
New York
$54.8M -$19.3M 6 0.04% Reduced
108
Canada Life
Canada Life
Manitoba, Canada
$54.4M -$7.39M 1 0.13% Reduced
109
Bahl & Gaynor
Bahl & Gaynor
Ohio
$51.7M -$6.9M 2 0.37% Reduced
110
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$51.3M -$5.46M 1 1.96% Reduced
111
VOYA Investment Management
VOYA Investment Management
Georgia
$50.2M -$11.6M 4 0.11% Reduced
112
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$48.7M +$35.7M 5 0.19% Increased
113
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$48.4M +$17.4M 3 0.11% Increased
114
Jennison Associates
Jennison Associates
New York
$47.2M -$1.83M 2 0.05% Reduced
115
SRFM
Shannon River Fund Management
New York
$47M +$45.8M 1 8.17% New
116
Alyeska Investment Group
Alyeska Investment Group
Illinois
$46.6M +$24.5M 1 0.67% Increased
117
ACB
Aristotle Capital Boston
Massachusetts
$46.6M +$6.28M 1 1.37% Increased
118
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$46.3M +$6.39M 2 0.12% Increased
119
Millennium Management
Millennium Management
New York
$46.2M -$11.7M 5 0.07% Reduced
120
CIBC World Markets
CIBC World Markets
New York
$45.8M +$37.4M 1 0.43% Increased
121
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.6M +$15M 2 0.3% Increased
122
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.6M +$743K 4 0.05% Increased
123
Aperio Group
Aperio Group
California
$45.3M +$2.33M 5 0.18% Increased
124
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$44.3M -$711K 2 0.16% Reduced
125
AAM
Ardevora Asset Management
United Kingdom
$43.9M -$7.75M 1 1.22% Reduced