← 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	Prudential Financial Newark, New Jersey	$61.2M	-$4.55M	5	0.12%	Reduced
102	ACB Aristotle Capital Boston Boston, Massachusetts	$60.7M	+$5.3M	1	1.84%	Increased
103	Canada Life Winnipeg, Manitoba, Canada	$58.9M	-$514K	4	0.14%	Reduced
104	Ensign Peak Advisors Salt Lake City, Utah	$57.9M	-$6.72M	3	0.16%	Reduced
105	TD Asset Management Toronto, Ontario, Canada	$57.1M	+$5.54M	2	0.08%	Increased
106	Barclays London, United Kingdom	$56.4M	+$10.2M	6	0.04%	Increased
107	Silvercrest Asset Management New York	$56.3M	-$3.51M	1	0.5%	Reduced
108	Bank of Montreal Toronto, Ontario, Canada	$56.3M	+$855K	6	0.05%	Increased
109	Truist Financial Charlotte, North Carolina	$55.7M	+$903K	4	0.13%	Increased
110	LPU Lansdowne Partners (UK) London, United Kingdom	$54M	-$39.3M	1	2.26%	Reduced
111	Hamlin Capital Management New York	$53.9M	+$22.8M	1	2.88%	Increased
112	First Trust Advisors Wheaton, Illinois	$53.9M	-$72.2M	5	0.09%	Reduced
113	State of New Jersey Common Pension Fund D Trenton, New Jersey	$51.9M	-$1.64M	4	0.22%	Reduced
114	CMG Cavalry Management Group San Francisco, California	$51.2M	-$11.1M	1	6.64%	Reduced
115	Citigroup New York	$50.7M	+$7.55M	6	0.04%	Increased
116	PGGM Investments Zeist, Netherlands	$50.3M	$0	1	0.29%	Maintained
117	Robeco Institutional Asset Management Rotterdam, Netherlands	$49.1M	-$4.78M	2	0.17%	Reduced
118	Jennison Associates New York	$48.6M	-$6.39M	1	0.04%	Reduced
119	Aperio Group Sausalito, California	$47.6M	-$4.83M	4	0.18%	Reduced
120	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$47.5M	-$4.9M	3	0.11%	Reduced
121	AIG American International Group New York	$47.2M	-$374K	5	0.23%	Reduced
122	Bessemer Group Woodbridge, New Jersey	$46.7M	+$1.2M	2	0.15%	Increased
123	State of Tennessee, Department of Treasury Nashville, Tennessee	$46.7M	+$15.5M	4	0.23%	Increased
124	Hardman Johnston Global Advisors Stamford, Connecticut	$46.6M	+$20.7M	1	2.06%	Increased
125	AMF Tjänstepension Stockholm, Sweden	$46.5M	+$22.1M	1	0.48%	Increased