← 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
Axa
Axa
France
$45.9M -$6.17M 4 0.18% Reduced
127
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.2M +$27.9M 2 0.42% Increased
128
Fidelity International
Fidelity International
Bermuda
$43.8M +$6.85M 3 0.06% Increased
129
KBC Group
KBC Group
Belgium
$42.5M +$15.8M 5 0.28% Increased
130
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$42.3M -$3.69M 1 0.73% Reduced
131
Commerce Bank
Commerce Bank
Missouri
$41.1M +$4.67M 3 0.4% Increased
132
SEI Investments
SEI Investments
Pennsylvania
$40.3M -$1.44M 5 0.13% Reduced
133
Natixis Advisors
Natixis Advisors
Massachusetts
$39.4M +$712K 3 0.26% Increased
134
NIMC
NWQ Investment Management Company
California
$38.7M +$8.89M 2 1.29% Increased
135
Regions Financial Corp
Regions Financial Corp
Alabama
$38.6M -$32M 1 0.45% Reduced
136
Achmea Investment Management
Achmea Investment Management
Netherlands
$38.2M -$3.34M 2 1.29% Reduced
137
Davis Selected Advisers
Davis Selected Advisers
Arizona
$36.9M +$406K 1 0.21% Increased
138
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$36.9M -$57.1K 4 0.21% Reduced
139
US Bancorp
US Bancorp
Minnesota
$36.7M -$1.82M 6 0.1% Reduced
140
Creative Planning
Creative Planning
Kansas
$36.1M -$224K 4 0.1% Reduced
141
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$35.5M +$177K 2 0.66% Increased
142
LSV Asset Management
LSV Asset Management
Illinois
$34.4M -$221M 1 0.07% Reduced
143
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$34.4M +$2.47M 1 0.35% Increased
144
Point72 Asset Management
Point72 Asset Management
Connecticut
$34.3M +$32M 2 0.22% New
145
ORIO
Old Republic International (ORI)
Illinois
$33.1M $0 1 0.94% Maintained
146
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$32.4M -$10.1K 1 0.48% Reduced
147
SAM
Scopus Asset Management
New York
$32M +$15.3M 1 0.91% Increased
148
Westfield Capital Management
Westfield Capital Management
Massachusetts
$31.2M +$3.96M 1 0.21% Increased
149
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$30.8M -$667K 1 0.26% Reduced
150
Whittier Trust
Whittier Trust
California
$30.6M +$890K 3 0.85% Increased