← 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
$109M +$389K 3 0.22% Increased
102
D.E. Shaw & Co
D.E. Shaw & Co
New York
$109M -$8.23M 6 0.09% Reduced
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$101M -$4.09M 5 0.19% Reduced
104
Robeco Schweiz
Robeco Schweiz
Switzerland
$99.3M -$9M 1 1.38% Reduced
105
AMF Tjänstepension
AMF Tjänstepension
Sweden
$98.1M +$38.2M 1 0.68% Increased
106
TimesSquare Capital Management
TimesSquare Capital Management
New York
$96.7M +$11.8M 1 0.79% Increased
107
Axa
Axa
France
$94.3M +$26.3M 4 0.27% Increased
108
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$90.6M -$4.39M 3 0.19% Reduced
109
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$90.4M +$7.8M 3 0.2% Increased
110
Commerce Bank
Commerce Bank
Missouri
$89.3M +$1.26M 3 0.63% Increased
111
Prudential Financial
Prudential Financial
New Jersey
$85.9M -$35.4M 4 0.12% Reduced
112
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$85.2M +$15.1M 3 0.32% Increased
113
SRFM
Shannon River Fund Management
New York
$84.1M +$20.8M 1 6.09% Increased
114
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.6M -$29.8M 6 0.07% Reduced
115
Canada Life
Canada Life
Manitoba, Canada
$82M +$1.34M 4 0.19% Increased
116
Adage Capital Partners
Adage Capital Partners
Massachusetts
$80M -$4.33M 3 0.16% Reduced
117
SEI Investments
SEI Investments
Pennsylvania
$78.2M +$2.17M 5 0.17% Increased
118
1832 Asset Management
1832 Asset Management
Ontario, Canada
$77.9M +$15.4M 2 0.15% Increased
119
STRS Ohio
STRS Ohio
Ohio
$77.8M -$453K 5 0.28% Reduced
120
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$77.8M +$5.47M 5 0.16% Increased
121
KBC Group
KBC Group
Belgium
$76.7M -$10.9M 5 0.28% Reduced
122
Truist Financial
Truist Financial
North Carolina
$75.8M +$3.16M 5 0.12% Increased
123
Geneva Capital Management
Geneva Capital Management
Wisconsin
$75.8M -$826K 1 1.23% Reduced
124
AAM
Ardevora Asset Management
United Kingdom
$75.7M +$19M 1 0.95% Increased
125
ACB
Aristotle Capital Boston
Massachusetts
$75.2M -$3.89M 1 1.72% Reduced