← 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
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$199M +$8.17M 4 0.52% Increased
102
Bank of Montreal
Bank of Montreal
Ontario, Canada
$198M -$12.5M 5 0.09% Reduced
103
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$197M -$15.2M 2 0.59% Reduced
104
DZ Bank
DZ Bank
Germany
$192M +$14.1M 4 0.19% Increased
105
Allianz Asset Management
Allianz Asset Management
Germany
$188M -$6.99M 3 0.23% Reduced
106
HighTower Advisors
HighTower Advisors
Illinois
$185M +$10.5M 5 0.23% Increased
107
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$183M +$10.6M 3 0.78% Increased
108
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$181M +$657K 6 0.3% Increased
109
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$181M -$85.8M 4 0.31% Reduced
110
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$178M +$3.79M 1 2.13% Increased
111
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$177M -$23.4M 4 0.16% Reduced
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$177M +$3.65M 5 0.31% Increased
113
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$175M +$12.6M 4 0.61% Increased
114
Millennium Management
Millennium Management
New York
$173M -$29.9M 7 0.08% Reduced
115
Silvercrest Asset Management
Silvercrest Asset Management
New York
$168M +$5.98M 4 1.13% Increased
116
Russell Investments Group
Russell Investments Group
United Kingdom
$165M -$12.3M 6 0.21% Reduced
117
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$162M +$909K 4 0.34% Increased
118
Federated Hermes
Federated Hermes
Pennsylvania
$157M -$10.4M 5 0.3% Reduced
119
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$156M -$291K 3 1.23% Reduced
120
Man Group
Man Group
United Kingdom
$155M +$71.4M 4 0.3% Increased
121
Adage Capital Partners
Adage Capital Partners
Massachusetts
$155M -$36.2M 3 0.26% Reduced
122
AQR Capital Management
AQR Capital Management
Connecticut
$149M -$47.2M 5 0.12% Reduced
123
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$144M -$47.5M 5 0.35% Reduced
124
Mariner
Mariner
Kansas
$144M +$6.16M 5 0.21% Increased
125
Corient Private Wealth
Corient Private Wealth
Florida
$140M +$33.9M 4 0.19% Increased