← 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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$73.8M -$13M 4 0.09% Reduced
127
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$69.4M -$43.2M 6 0.09% Reduced
128
Nordea Investment Management
Nordea Investment Management
Sweden
$68M -$1.23M 2 0.09% Reduced
129
Alyeska Investment Group
Alyeska Investment Group
Illinois
$67.8M +$29.5M 1 0.78% Increased
130
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$66.9M -$4.03M 2 0.24% Reduced
131
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$66.3M -$1.51M 5 0.22% Reduced
132
Federated Hermes
Federated Hermes
Pennsylvania
$64.8M +$315K 3 0.12% Increased
133
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.1M +$267K 4 0.22% Increased
134
Silvercrest Asset Management
Silvercrest Asset Management
New York
$58.9M +$809K 1 0.39% Increased
135
Homestead Advisers
Homestead Advisers
Virginia
$58.9M -$710K 2 1.36% Reduced
136
Natixis Advisors
Natixis Advisors
Massachusetts
$58.2M +$1.46M 3 0.27% Increased
137
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$57.4M -$9.89M 3 0.12% Reduced
138
Rafferty Asset Management
Rafferty Asset Management
New York
$57.3M +$1.57M 3 0.36% Increased
139
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$56.7M +$24.4M 3 0.8% Increased
140
CMG
Cavalry Management Group
California
$56.4M -$9.06M 1 6.13% Reduced
141
APG Asset Management
APG Asset Management
Netherlands
$56.2M -$12M 2 0.1% Reduced
142
ORIO
Old Republic International (ORI)
Illinois
$56M $0 1 1.08% Maintained
143
Russell Investments Group
Russell Investments Group
United Kingdom
$53.7M +$771K 6 0.09% Increased
144
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$53.4M -$2M 1 0.03% Reduced
145
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$52.8M -$55M 3 0.12% Reduced
146
HSBC Holdings
HSBC Holdings
United Kingdom
$52.6M -$4.57M 5 0.06% Reduced
147
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$52.2M -$38.8M 6 0.01% Reduced
148
Whittier Trust
Whittier Trust
California
$52.1M +$3.11M 3 0.93% Increased
149
Scout Investments
Scout Investments
Missouri
$51.8M -$9.99M 3 0.77% Reduced
150
PGGM Investments
PGGM Investments
Netherlands
$51M -$23.8M 1 0.22% Reduced