← 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
Truist Financial
Truist Financial
North Carolina
$183M +$6.23M 4 0.28% Increased
102
Lazard Asset Management
Lazard Asset Management
New York
$179M +$9.45M 4 0.22% Increased
103
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$173M -$22.7M 1 0.71% Reduced
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$169M -$21M 5 0.33% Reduced
105
Alyeska Investment Group
Alyeska Investment Group
Illinois
$166M -$8.1M 3 0.95% Reduced
106
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$165M +$48.5M 2 0.97% Increased
107
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$162M -$6.21M 3 0.49% Reduced
108
National Bank of Canada
National Bank of Canada
Quebec, Canada
$161M +$38.7M 5 0.22% Increased
109
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$159M +$17.2M 5 0.38% Increased
110
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$155M -$5.17M 4 0.33% Reduced
111
Axa
Axa
France
$155M -$47.4M 2 0.46% Reduced
112
Jane Street
Jane Street
New York
$154M +$92M 7 0.04% Increased
113
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$154M -$4.95M 4 0.28% Reduced
114
Adage Capital Partners
Adage Capital Partners
Massachusetts
$152M -$13.9M 3 0.28% Reduced
115
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$143M +$32.4M 4 0.14% Increased
116
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$142M -$30.6M 3 0.89% Reduced
117
Korea Investment Corp
Korea Investment Corp
South Korea
$140M +$63.4M 2 0.35% Increased
118
Prudential Financial
Prudential Financial
New Jersey
$136M +$20.8M 6 0.2% Increased
119
Federated Hermes
Federated Hermes
Pennsylvania
$133M -$1.88M 4 0.31% Reduced
120
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$132M +$5.6M 1 1.63% Increased
121
Russell Investments Group
Russell Investments Group
United Kingdom
$131M +$2.17M 6 0.21% Increased
122
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$129M -$18.6M 3 0.14% Reduced
123
Man Group
Man Group
United Kingdom
$128M +$28.7M 4 0.32% Increased
124
HighTower Advisors
HighTower Advisors
Illinois
$124M +$6.66M 5 0.19% Increased
125
STRS Ohio
STRS Ohio
Ohio
$122M +$2.05M 4 0.48% Increased