← 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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$83.9M -$2.47M 2 1.13% Reduced
102
Barclays
Barclays
United Kingdom
$83.9M -$41.3M 7 0.05% Reduced
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$83.5M -$279K 5 0.2% Reduced
104
STRS Ohio
STRS Ohio
Ohio
$82.5M -$3.75M 5 0.37% Reduced
105
1832 Asset Management
1832 Asset Management
Ontario, Canada
$81.8M +$8.32M 3 0.14% Increased
106
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$79.8M -$1.28M 3 0.15% Reduced
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$79.4M -$4.86M 6 0.21% Reduced
108
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$78.1M +$1.51M 3 0.19% Increased
109
Epoch Investment Partners
Epoch Investment Partners
New York
$77.9M -$384K 1 0.46% Reduced
110
Adage Capital Partners
Adage Capital Partners
Massachusetts
$76.6M -$4.82M 3 0.18% Reduced
111
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$73.8M +$32.5M 6 0.12% Increased
112
SI
Standard Investments
New York
$72.5M -$56.5M 1 2.63% Reduced
113
D.E. Shaw & Co
D.E. Shaw & Co
New York
$72.3M -$15.9M 5 0.08% Reduced
114
Bank of Montreal
Bank of Montreal
Ontario, Canada
$70.8M -$4.71M 6 0.03% Reduced
115
Truist Financial
Truist Financial
North Carolina
$69M +$515K 4 0.13% Increased
116
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$66.2M +$4.58M 1 2.98% Increased
117
Capital International Investors
Capital International Investors
California
$65.5M -$22.5M 1 0.02% Reduced
118
Rafferty Asset Management
Rafferty Asset Management
New York
$65.3M -$14.3M 3 0.6% Reduced
119
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65M -$12.9M 6 0.05% Reduced
120
Prudential Financial
Prudential Financial
New Jersey
$64M +$843K 6 0.1% Increased
121
Los Angeles Capital Management
Los Angeles Capital Management
California
$63.5M +$34.6M 6 0.31% Increased
122
LPL Financial
LPL Financial
California
$63M +$3.9M 6 0.06% Increased
123
TimesSquare Capital Management
TimesSquare Capital Management
New York
$62.9M -$5.17M 1 0.88% Reduced
124
Russell Investments Group
Russell Investments Group
United Kingdom
$62.9M +$11.9M 5 0.13% Increased
125
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$61.6M -$8.25M 6 0.16% Reduced