← 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
$191M -$9.24M 4 0.3% Reduced
102
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$186M -$5.44M 4 0.16% Reduced
103
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$181M +$183M 2 0.11% New
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$179M +$5.89M 3 0.38% Increased
105
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$174M -$8.43M 6 0.5% Reduced
106
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$174M +$10.1M 4 0.48% Increased
107
Allspring Global Investments
Allspring Global Investments
North Carolina
$172M +$3.71M 3 0.28% Increased
108
Balyasny Asset Management
Balyasny Asset Management
Illinois
$169M -$35.8M 4 0.25% Reduced
109
National Bank of Canada
National Bank of Canada
Quebec, Canada
$169M +$12.7M 5 0.18% Increased
110
Canada Life
Canada Life
Manitoba, Canada
$169M +$48.9M 3 0.29% Increased
111
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$167M +$55M 3 0.41% Increased
112
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$166M +$179M 2 0.33% New
113
Federated Hermes
Federated Hermes
Pennsylvania
$161M +$15M 6 0.35% Increased
114
Panagora Asset Management
Panagora Asset Management
Massachusetts
$160M +$172M 2 0.74% Increased
115
Silvercrest Asset Management
Silvercrest Asset Management
New York
$159M +$65.4M 4 1.06% Increased
116
Russell Investments Group
Russell Investments Group
United Kingdom
$158M +$10.3M 5 0.22% Increased
117
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$157M +$136M 3 0.33% Increased
118
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$157M -$4.09M 4 0.3% Reduced
119
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$156M +$4.35M 7 0.02% Increased
120
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$156M -$18M 3 0.65% Reduced
121
HighTower Advisors
HighTower Advisors
Illinois
$151M +$10.3M 5 0.21% Increased
122
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$150M +$3.82M 4 0.32% Increased
123
APG Asset Management
APG Asset Management
Netherlands
$149M +$142M 2 0.41% Increased
124
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$143M +$1.1M 1 1.73% Increased
125
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$142M +$36.2M 2 0.64% Increased