← 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
CMG
Cavalry Management Group
California
$61.2M +$4.35M 1 5.72% Increased
127
Canada Life
Canada Life
Manitoba, Canada
$58.2M +$3.69M 5 0.15% Increased
128
IAM
Iridian Asset Management
Connecticut
$57.9M +$488K 1 4.73% Increased
129
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$55.1M +$172K 4 0.21% Increased
130
Two Sigma Investments
Two Sigma Investments
New York
$54.8M +$38.6M 4 0.18% Increased
131
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$54.7M +$46.4M 8 0.33% Increased
132
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$53.8M -$17.2M 5 0.13% Reduced
133
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$53.7M -$7.46M 5 0.36% Reduced
134
SRFM
Shannon River Fund Management
New York
$53.4M -$4M 1 15.18% Reduced
135
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$53.3M -$103K 3 0.24% Reduced
136
HSBC Holdings
HSBC Holdings
United Kingdom
$53.1M +$2.32M 5 0.07% Increased
137
KBC Group
KBC Group
Belgium
$52.7M -$1.7M 5 0.26% Reduced
138
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$51.5M +$9.65M 4 0.22% Increased
139
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$50.4M -$12.6M 1 20.44% Reduced
140
Frontier Capital Management
Frontier Capital Management
Massachusetts
$49.9M +$33.3M 2 0.57% Increased
141
Axa
Axa
France
$49.2M -$36.5M 4 0.18% Reduced
142
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$48.7M -$1.9M 2 0.21% Reduced
143
Silvercrest Asset Management
Silvercrest Asset Management
New York
$48.1M -$232K 1 0.37% Reduced
144
ACB
Aristotle Capital Boston
Massachusetts
$48M -$221K 1 1.43% Reduced
145
Homestead Advisers
Homestead Advisers
Virginia
$48M +$12.1K 2 1.36% Increased
146
Voloridge Investment Management
Voloridge Investment Management
Florida
$47.7M +$38.7M 2 0.25% Increased
147
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$47.7M +$19.3M 4 0.07% Increased
148
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$47.4M -$3.22M 3 0.36% Reduced
149
Whittier Trust
Whittier Trust
California
$47M +$332K 4 0.95% Increased
150
Woodline Partners
Woodline Partners
California
$46.6M +$40.5M 3 0.72% Increased