← 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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$74M +$2.97M 6 0.06% Increased
102
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$73.7M +$2.97M 3 0.17% Increased
103
Miller Howard Investments
Miller Howard Investments
New York
$71.2M -$2.45M 1 2.24% Reduced
104
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$71.1M -$23.8K 1 1.21% Reduced
105
Hamlin Capital Management
Hamlin Capital Management
New York
$70M -$586K 1 2.91% Reduced
106
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$69.6M -$10.8M 2 0.23% Reduced
107
SRFM
Shannon River Fund Management
New York
$68.3M +$10.5M 1 9.11% Increased
108
APG Asset Management
APG Asset Management
Netherlands
$68.1M +$1.97M 3 0.11% Increased
109
Prudential Financial
Prudential Financial
New Jersey
$66.7M +$2.47M 3 0.1% Increased
110
Silvercrest Asset Management
Silvercrest Asset Management
New York
$66M -$432K 2 0.51% Reduced
111
TimesSquare Capital Management
TimesSquare Capital Management
New York
$64.4M -$1.1M 1 0.57% Reduced
112
PGGM Investments
PGGM Investments
Netherlands
$64.4M -$37M 1 0.36% Reduced
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$64.3M -$1.05M 5 0.16% Reduced
114
AAM
Ardevora Asset Management
United Kingdom
$59.7M +$8.51M 1 1.34% Increased
115
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$59.3M +$8.12M 2 0.19% Increased
116
ACB
Aristotle Capital Boston
Massachusetts
$59.2M +$1.26M 1 1.63% Increased
117
Bahl & Gaynor
Bahl & Gaynor
Ohio
$57.3M -$1.55M 2 0.4% Reduced
118
LPU
Lansdowne Partners (UK)
United Kingdom
$57M +$43.7M 1 1.54% Increased
119
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$56.8M +$400K 5 0.21% Increased
120
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$55.5M +$2.08M 2 0.13% Increased
121
VOYA Investment Management
VOYA Investment Management
Georgia
$53.7M -$4.81M 4 0.11% Reduced
122
Aperio Group
Aperio Group
California
$53M +$969K 5 0.19% Increased
123
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.8M -$2.66M 4 0.06% Reduced
124
STRS Ohio
STRS Ohio
Ohio
$52.7M +$9.16M 3 0.22% Increased
125
AIG
American International Group
New York
$48.3M -$521K 4 0.19% Reduced