← 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
Tredje AP-fonden
Tredje AP-fonden
Sweden
$220M -$24.8M 3 1.76% Reduced
102
Man Group
Man Group
United Kingdom
$216M +$45.1M 5 0.37% Increased
103
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$215M -$34.7M 3 0.15% Reduced
104
HighTower Advisors
HighTower Advisors
Illinois
$213M +$15.7M 8 0.24% Increased
105
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$209M +$794K 2 0.59% Increased
106
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$207M -$6.05M 4 0.49% Reduced
107
HSBC Holdings
HSBC Holdings
United Kingdom
$205M -$29.8M 4 0.11% Reduced
108
Russell Investments Group
Russell Investments Group
United Kingdom
$203M +$21.2M 6 0.23% Increased
109
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$197M +$50.6M 8 0.02% Increased
110
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$197M +$10.5M 4 0.63% Increased
111
Adage Capital Partners
Adage Capital Partners
Massachusetts
$196M +$20.3M 3 0.31% Increased
112
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$195M -$21.6M 5 0.32% Reduced
113
Balyasny Asset Management
Balyasny Asset Management
Illinois
$195M -$155M 4 0.25% Reduced
114
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$194M -$23.8M 5 0.32% Reduced
115
Silvercrest Asset Management
Silvercrest Asset Management
New York
$194M -$16.2K 4 1.28% Reduced
116
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$194M -$27.4M 4 0.16% Reduced
117
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$193M +$5.97M 1 2.21% Increased
118
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$184M -$9.9M 5 0.32% Reduced
119
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$180M -$7.88M 7 0.27% Reduced
120
Credit Agricole
Credit Agricole
France
$179M +$171M 5 0.47% New
121
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$178M -$1.27M 4 0.35% Reduced
122
Frontier Capital Management
Frontier Capital Management
Massachusetts
$177M +$22.8M 2 1.58% Increased
123
GW&K Investment Management
GW&K Investment Management
Massachusetts
$166M +$39.9M 4 1.47% Increased
124
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$165M +$208K 4 1.18% Increased
125
Nomura Asset Management
Nomura Asset Management
Japan
$163M +$44.7M 3 0.43% Increased