← 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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$112M -$11.1M 3 0.14% Reduced
102
AMF Tjänstepension
AMF Tjänstepension
Sweden
$110M +$11.4M 1 0.8% Increased
103
KBC Group
KBC Group
Belgium
$106M +$27.1M 5 0.39% Increased
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$103M -$3.21M 5 0.2% Reduced
105
1832 Asset Management
1832 Asset Management
Ontario, Canada
$102M +$19.9M 3 0.19% Increased
106
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$101M +$18.1M 6 0.14% Increased
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$100M +$20.7M 5 0.21% Increased
108
TimesSquare Capital Management
TimesSquare Capital Management
New York
$97.6M -$26.1M 1 0.85% Reduced
109
Prudential Financial
Prudential Financial
New Jersey
$95M +$2.69M 4 0.13% Increased
110
Adage Capital Partners
Adage Capital Partners
Massachusetts
$94.8M +$8.73M 3 0.19% Increased
111
SRFM
Shannon River Fund Management
New York
$92.7M +$9.51M 1 6.54% Increased
112
STRS Ohio
STRS Ohio
Ohio
$91.8M -$2.29M 5 0.35% Reduced
113
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88.3M -$413K 4 0.07% Reduced
114
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$88.2M +$1.81M 3 0.34% Increased
115
Commerce Bank
Commerce Bank
Missouri
$88.2M -$3.51M 3 0.62% Reduced
116
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$87.8M -$5.95M 3 0.19% Reduced
117
D.E. Shaw & Co
D.E. Shaw & Co
New York
$86.7M -$17.9M 6 0.08% Reduced
118
Canada Life
Canada Life
Manitoba, Canada
$84.7M +$2.14M 4 0.2% Increased
119
AAM
Ardevora Asset Management
United Kingdom
$83.7M -$13.6M 1 1.06% Reduced
120
Truist Financial
Truist Financial
North Carolina
$79.5M +$2.2M 3 0.13% Increased
121
Robeco Schweiz
Robeco Schweiz
Switzerland
$78M -$47.8M 1 0.91% Reduced
122
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$74.1M +$77M 5 0.08% New
123
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$70.3M -$74.2M 1 0.29% Reduced
124
Nordea Investment Management
Nordea Investment Management
Sweden
$70M -$741K 2 0.09% Reduced
125
Balyasny Asset Management
Balyasny Asset Management
Illinois
$69.9M +$62.4M 4 0.29% Increased