← 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
Marshall Wace
Marshall Wace
United Kingdom
$88.4M -$17.3M 3 0.19% Reduced
102
Russell Investments Group
Russell Investments Group
United Kingdom
$87.8M +$27.4M 6 0.19% Increased
103
Robeco Schweiz
Robeco Schweiz
Switzerland
$87.8M +$2.69M 1 1.71% Increased
104
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$87.5M +$93M 4 0.52% Increased
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$86M +$383K 5 0.22% Increased
106
SI
Standard Investments
New York
$83.5M $0 1 3.82% Maintained
107
Epoch Investment Partners
Epoch Investment Partners
New York
$81.2M -$1.36M 1 0.53% Reduced
108
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$80.7M -$168K 3 0.21% Reduced
109
STRS Ohio
STRS Ohio
Ohio
$80M +$76.7K 5 0.38% Increased
110
1832 Asset Management
1832 Asset Management
Ontario, Canada
$77.7M -$8.35M 2 0.14% Reduced
111
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$77.2M -$7.78M 6 0.25% Reduced
112
Bank of Montreal
Bank of Montreal
Ontario, Canada
$75.7M +$7.28M 6 0.03% Increased
113
Capital International Investors
Capital International Investors
California
$75.4M $0 1 0.02% Maintained
114
Truist Financial
Truist Financial
North Carolina
$72.7M -$103K 4 0.14% Reduced
115
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$72.1M -$11.7M 3 0.15% Reduced
116
LPL Financial
LPL Financial
California
$72M +$7.12M 6 0.07% Increased
117
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$69.2M -$65.6M 2 0.25% Reduced
118
Man Group
Man Group
United Kingdom
$68.6M +$74.3M 5 0.32% New
119
Prudential Financial
Prudential Financial
New Jersey
$67.8M +$2.77M 5 0.11% Increased
120
Point72 Asset Management
Point72 Asset Management
Connecticut
$67.7M -$28.6M 3 0.27% Reduced
121
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$66.9M +$6.01M 5 0.18% Increased
122
AQR Capital Management
AQR Capital Management
Connecticut
$65.5M -$27.4M 6 0.16% Reduced
123
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$65.3M +$7.43M 1 29.11% Increased
124
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.4M +$27.5M 6 0.04% Increased
125
Rafferty Asset Management
Rafferty Asset Management
New York
$61.3M -$831K 3 0.65% Reduced