← 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
126
Encompass Capital Advisors
Encompass Capital Advisors
New York
$294M +$25M 4 10.45% Increased
127
Allianz Asset Management
Allianz Asset Management
Germany
$282M -$81M 4 0.23% Reduced
128
ECP
Electron Capital Partners
New York
$280M +$97.2M 1 11.18% Increased
129
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$275M +$66.4M 6 0.45% Increased
130
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$275M -$141M 8 0.53% Reduced
131
VARA
Value Aligned Research Advisors
New Jersey
$272M +$139M 4 0.68% Increased
132
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$271M +$244M 1 3.05% New
133
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270M +$75.8M 9 0.21% Increased
134
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$268M +$11.3M 7 0.44% Increased
135
Marshall Wace
Marshall Wace
United Kingdom
$262M -$1.41M 8 0.21% Reduced
136
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$259M +$12.1M 4 0.67% Increased
137
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$255M -$7.44M 2 0.23% Reduced
138
Aviva
Aviva
United Kingdom
$253M +$29M 3 0.37% Increased
139
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$252M -$32.9M 4 4.43% Reduced
140
KBC Group
KBC Group
Belgium
$252M -$94.4M 6 0.54% Reduced
141
Balyasny Asset Management
Balyasny Asset Management
Illinois
$251M -$20.5M 9 0.31% Reduced
142
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$251M +$195M 6 0.49% Increased
143
Quantinno Capital Management
Quantinno Capital Management
New York
$251M +$26.6M 6 0.3% Increased
144
Munro Partners
Munro Partners
Australia
$249M +$86.2M 3 5.49% Increased
145
Silvercrest Asset Management
Silvercrest Asset Management
New York
$248M -$44.5M 6 1.62% Reduced
146
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$247M +$202M 1 2.04% New
147
HighTower Advisors
HighTower Advisors
Illinois
$246M +$2.31M 10 0.24% Increased
148
Corient Private Wealth
Corient Private Wealth
Florida
$245M +$43.9M 7 0.34% Increased
149
SA
Situational Awareness
California
$243M +$30M 2 1.2% Increased
150
Guinness Asset Management
Guinness Asset Management
United Kingdom
$242M -$12.5M 2 4.09% Reduced