← 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	HSBC Holdings London, United Kingdom	$90.5M	+$41.3M	5	0.1%	Increased
102	New York State Teachers Retirement System (NYSTRS) Albany, New York	$90.1M	-$1.28M	3	0.22%	Reduced
103	Truist Financial Charlotte, North Carolina	$89.2M	+$4.09M	4	0.16%	Increased
104	Vaughan Nelson Investment Management Houston, Texas	$87.5M	-$16M	2	1.13%	Reduced
105	Glenview Capital Management New York	$86.9M	+$15M	1	1.93%	Increased
106	LPL Financial San Diego, California	$86.1M	+$4.26M	6	0.07%	Increased
107	Robeco Schweiz Zurich, Switzerland	$85.4M	-$35.9K	1	1.56%	Reduced
108	Loomis, Sayles & Company Boston, Massachusetts	$83.1M	+$5.36M	3	0.17%	Increased
109	1832 Asset Management Toronto, Ontario, Canada	$81.8M	-$9.37M	2	0.14%	Reduced
110	Two Sigma Investments New York	$81.5M	+$32M	5	0.26%	Increased
111	STRS Ohio Columbus, Ohio	$81.4M	-$239K	5	0.37%	Reduced
112	Renaissance Technologies New York	$80.2M	-$83.3M	5	0.11%	Reduced
113	Jericho Capital Asset Management New York	$75.4M	-$633K	1	5.58%	Reduced
114	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$71.6M	-$32.1M	6	0.05%	Reduced
115	ECP Electron Capital Partners New York	$70.7M	+$751K	1	2.89%	Increased
116	State of New Jersey Common Pension Fund D Trenton, New Jersey	$70.5M	+$1.98M	4	0.27%	Increased
117	Schroder Investment Management Group London, United Kingdom	$70.4M	+$5.36M	4	0.11%	Increased
118	Rafferty Asset Management New York	$69M	+$9.22M	3	0.58%	Increased
119	Janney Montgomery Scott Philadelphia, Pennsylvania	$68.1M	+$3.33M	4	0.27%	Increased
120	Korea Investment Corp Seoul, South Korea	$66.4M	-$45.6M	2	0.21%	Reduced
121	Canada Life Winnipeg, Manitoba, Canada	$66.3M	+$925K	5	0.17%	Increased
122	Ensign Peak Advisors Salt Lake City, Utah	$64.9M	+$13.9M	4	0.15%	Increased
123	Silvercrest Asset Management New York	$64.9M	+$1.23M	1	0.5%	Increased
124	Zurich Cantonal Bank Zurich, Switzerland	$64.8M	+$27.8M	5	0.35%	Increased
125	Bank of Montreal Toronto, Ontario, Canada	$64.7M	-$20.8M	6	0.03%	Reduced