← 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
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$103M -$9.56M 3 0.22% Reduced
102
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$98.8M -$3.57M 5 0.2% Reduced
103
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$97.5M +$6.32M 4 0.63% Increased
104
Westwood Holdings Group
Westwood Holdings Group
Texas
$96M -$5.31M 2 0.97% Reduced
105
Bank of Montreal
Bank of Montreal
Ontario, Canada
$90.9M -$10.9M 6 0.06% Reduced
106
Bessemer Group
Bessemer Group
New Jersey
$89.8M +$5.3M 3 0.22% Increased
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$89.3M -$5.15M 3 0.19% Reduced
108
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$87.8M -$41.5M 5 0.12% Reduced
109
KBC Group
KBC Group
Belgium
$84.9M +$24.1M 5 0.34% Increased
110
Commerce Bank
Commerce Bank
Missouri
$82.3M -$2.8M 3 0.63% Reduced
111
Adage Capital Partners
Adage Capital Partners
Massachusetts
$80.9M -$34.8M 3 0.17% Reduced
112
TimesSquare Capital Management
TimesSquare Capital Management
New York
$79.6M +$3.41M 1 0.68% Increased
113
ACB
Aristotle Capital Boston
Massachusetts
$76.9M -$10.8M 1 1.71% Reduced
114
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$76.9M -$1.77M 3 0.19% Reduced
115
Canada Life
Canada Life
Manitoba, Canada
$76.2M -$17.8M 4 0.19% Reduced
116
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$75.7M +$39.6M 3 0.26% Increased
117
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$75.2M +$9.14M 1 0.47% Increased
118
SEI Investments
SEI Investments
Pennsylvania
$74.6M +$2.43M 5 0.19% Increased
119
STRS Ohio
STRS Ohio
Ohio
$74.2M -$3.67M 5 0.28% Reduced
120
Geneva Capital Management
Geneva Capital Management
Wisconsin
$72.5M -$37.8M 1 1.24% Reduced
121
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$71.4M -$21.6M 5 0.15% Reduced
122
PGGM Investments
PGGM Investments
Netherlands
$70.4M -$4.12M 1 0.3% Reduced
123
Truist Financial
Truist Financial
North Carolina
$67.9M -$3.41M 5 0.12% Reduced
124
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$66.4M -$235K 5 0.23% Reduced
125
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$66.3M -$22.1M 2 0.25% Reduced