← 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
AQR Capital Management
AQR Capital Management
Connecticut
$153M -$31.9M 5 0.16% Reduced
102
Adage Capital Partners
Adage Capital Partners
Massachusetts
$152M -$30M 2 0.28% Reduced
103
Truist Financial
Truist Financial
North Carolina
$152M -$6.68M 3 0.24% Reduced
104
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$151M +$14.3M 3 0.4% Increased
105
Aberdeen Group
Aberdeen Group
United Kingdom
$151M +$97.7M 3 0.29% Increased
106
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$148M -$230M 1 1.48% Reduced
107
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$144M -$1.45M 4 0.41% Reduced
108
Canada Life
Canada Life
Manitoba, Canada
$143M -$1.48M 4 0.25% Reduced
109
National Bank of Canada
National Bank of Canada
Quebec, Canada
$143M +$428K 4 0.15% Increased
110
Allianz Asset Management
Allianz Asset Management
Germany
$141M -$44.7M 3 0.18% Reduced
111
Allspring Global Investments
Allspring Global Investments
North Carolina
$138M -$25.6M 3 0.24% Reduced
112
Panagora Asset Management
Panagora Asset Management
Massachusetts
$138M +$148K 2 0.69% Increased
113
Tredje AP-fonden
Tredje AP-fonden
Sweden
$136M +$89.3M 3 1.27% Increased
114
Russell Investments Group
Russell Investments Group
United Kingdom
$136M +$4.87M 5 0.19% Increased
115
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$135M -$43.9M 4 0.26% Reduced
116
AGF Management
AGF Management
Ontario, Canada
$134M +$40.6M 1 0.71% Increased
117
Voloridge Investment Management
Voloridge Investment Management
Florida
$134M +$135M 2 0.49% Increased
118
DZ Bank
DZ Bank
Germany
$134M -$182M 4 0.15% Reduced
119
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$132M -$567K 4 0.26% Reduced
120
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$132M +$17M 1 1.69% Increased
121
HighTower Advisors
HighTower Advisors
Illinois
$131M +$7.17M 5 0.18% Increased
122
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$131M -$10.9M 3 0.27% Reduced
123
Capital World Investors
Capital World Investors
California
$130M -$1.35B 1 0.02% Reduced
124
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$129M -$121K 3 0.56% Reduced
125
Federated Hermes
Federated Hermes
Pennsylvania
$128M -$6.24M 5 0.28% Reduced