← 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
STRS Ohio
STRS Ohio
Ohio
$108M +$8.31M 5 0.39% Increased
102
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$107M -$54.2M 2 1.21% Reduced
103
Capital International Investors
Capital International Investors
California
$106M -$45M 2 0.02% Reduced
104
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$104M +$5.01M 6 0.22% Increased
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$102M -$1.41M 5 0.2% Reduced
106
Axa
Axa
France
$102M -$12.3M 4 0.29% Reduced
107
Rafferty Asset Management
Rafferty Asset Management
New York
$99.4M +$16.1M 3 0.59% Increased
108
Adage Capital Partners
Adage Capital Partners
Massachusetts
$98.6M -$11.7M 3 0.19% Reduced
109
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$97.4M -$10.7M 3 0.13% Reduced
110
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.6M +$6.89M 6 0.06% Increased
111
Epoch Investment Partners
Epoch Investment Partners
New York
$94.3M -$13.5M 1 0.46% Reduced
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$93.2M -$104K 3 0.19% Reduced
113
Commerce Bank
Commerce Bank
Missouri
$93M +$3.1M 3 0.64% Increased
114
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$92.6M +$27.4M 4 0.42% Increased
115
Bank of Montreal
Bank of Montreal
Ontario, Canada
$88.8M -$25M 6 0.04% Reduced
116
1832 Asset Management
1832 Asset Management
Ontario, Canada
$88.2M -$18M 2 0.13% Reduced
117
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$87.8M -$52.3M 5 0.18% Reduced
118
Marshall Wace
Marshall Wace
United Kingdom
$85.5M +$18.1M 3 0.16% Increased
119
TimesSquare Capital Management
TimesSquare Capital Management
New York
$85.5M +$4M 1 0.96% Increased
120
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$85.4M -$7.41M 3 0.17% Reduced
121
Truist Financial
Truist Financial
North Carolina
$83M +$3.85M 4 0.13% Increased
122
Renaissance Technologies
Renaissance Technologies
New York
$80.9M -$33.9M 4 0.1% Reduced
123
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$78.8M +$527K 1 22.35% Increased
124
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$78.5M +$70.4M 1 2.79% New
125
Prudential Financial
Prudential Financial
New Jersey
$76.5M -$11.8M 4 0.1% Reduced