← 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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$43M -$38.6M 2 0.08% Reduced
127
AIG
American International Group
New York
$42.7M +$11.6M 4 0.17% Increased
128
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$38.8M +$498K 1 0.68% Increased
129
SEI Investments
SEI Investments
Pennsylvania
$37.4M -$10.9M 5 0.1% Reduced
130
STRS Ohio
STRS Ohio
Ohio
$37.2M +$5.1M 3 0.16% Increased
131
Axa
Axa
France
$37.1M -$23.2M 3 0.15% Reduced
132
Davis Selected Advisers
Davis Selected Advisers
Arizona
$36M -$404K 1 0.18% Reduced
133
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$35M -$17.7K 5 0.21% Reduced
134
Capital International Investors
Capital International Investors
California
$35M -$123M 2 0.01% Reduced
135
US Bancorp
US Bancorp
Minnesota
$34.6M -$148K 5 0.09% Reduced
136
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$34.5M -$7.99M 2 0.08% Reduced
137
TC
Towle & Co
Colorado
$34.2M -$293K 1 4.29% Reduced
138
KBC Group
KBC Group
Belgium
$34.1M +$21.1M 5 0.25% Increased
139
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$33.6M -$14.1M 3 0.21% Reduced
140
AMF Tjänstepension
AMF Tjänstepension
Sweden
$33.6M -$4.41M 1 0.34% Reduced
141
NIMC
NWQ Investment Management Company
California
$33.4M -$2.44M 2 0.81% Reduced
142
ALPS Advisors
ALPS Advisors
Colorado
$32.9M -$5.95M 1 0.26% Reduced
143
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$32.8M -$1.15M 2 0.07% Reduced
144
Polar Capital
Polar Capital
United Kingdom
$32.8M -$12.5M 1 0.29% Reduced
145
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32M +$19.2M 1 0.22% Increased
146
Man Group
Man Group
United Kingdom
$31.5M +$1.07M 3 0.12% Increased
147
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$31.5M -$672K 2 0.23% Reduced
148
ORIO
Old Republic International (ORI)
Illinois
$31.4M $0 1 0.84% Maintained
149
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$31.3M +$11.9M 1 0.29% Increased
150
Natixis Advisors
Natixis Advisors
Massachusetts
$30.9M +$2.62M 2 0.25% Increased