← 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	Sachem Head Capital Management New York	$124M	-$42.4M	1	5.2%	Reduced
102	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$124M	+$91.1M	3	0.85%	Increased
103	Point72 Asset Management Stamford, Connecticut	$123M	+$44.8M	2	0.37%	Increased
104	Russell Investments Group London, United Kingdom	$122M	-$1.26M	6	0.24%	Reduced
105	1832 Asset Management Toronto, Ontario, Canada	$122M	+$21.2M	2	0.14%	Increased
106	State Board of Administration of Florida Retirement System Tallahassee, Florida	$121M	-$2.59M	5	0.27%	Reduced
107	Truist Financial Charlotte, North Carolina	$115M	-$3.43M	4	0.19%	Reduced
108	New York State Teachers Retirement System (NYSTRS) Albany, New York	$115M	-$2.55M	3	0.26%	Reduced
109	Axa Paris, France	$115M	+$42.5M	4	0.38%	Increased
110	Ensign Peak Advisors Salt Lake City, Utah	$114M	+$14.7M	4	0.23%	Increased
111	PWAM Park West Asset Management San Francisco, California	$112M	-$4.24M	1	9.83%	Reduced
112	Westwood Holdings Group Dallas, Texas	$112M	-$1.61M	3	1%	Reduced
113	Loomis, Sayles & Company Boston, Massachusetts	$112M	-$73.1K	3	0.18%	Reduced
114	SI Standard Investments New York	$105M	-$14.4M	1	5.4%	Reduced
115	HSBC Holdings London, United Kingdom	$102M	+$27.6M	6	0.1%	Increased
116	State of Wisconsin Investment Board Madison, Wisconsin	$99.6M	-$390K	6	0.28%	Reduced
117	Kayne Anderson Rudnick Investment Management Los Angeles, California	$98.1M	+$5.04M	3	0.28%	Increased
118	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$94M	+$791K	3	0.22%	Increased
119	STRS Ohio Columbus, Ohio	$94M	-$5.28M	5	0.4%	Reduced
120	Zurich Insurance Group Zurich, Switzerland	$93.8M	+$12.8M	1	0.97%	Increased
121	Korea Investment Corp Seoul, South Korea	$90.8M	+$12.4M	2	0.26%	Increased
122	Bank of Montreal Toronto, Ontario, Canada	$90.4M	-$422K	6	0.03%	Reduced
123	CIBC Private Wealth Group Atlanta, Georgia	$90.2M	+$5.15M	3	0.2%	Increased
124	Mitsubishi UFJ Asset Management Tokyo, Japan	$89.7M	+$5.17M	4	0.19%	Increased
125	Renaissance Technologies New York	$88.5M	-$67.5M	4	0.13%	Reduced