← 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
$85.4M -$45M 3 0.1% Reduced
127
STRS Ohio
STRS Ohio
Ohio
$85.1M -$563K 5 0.38% Reduced
128
Mariner
Mariner
Kansas
$83.5M +$1.22M 6 0.22% Increased
129
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$82.7M -$1.35M 4 0.31% Reduced
130
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$82.6M +$1.54M 1 1.01% Increased
131
Canada Life
Canada Life
Manitoba, Canada
$82M -$2.29M 5 0.2% Reduced
132
Sessa Capital
Sessa Capital
New York
$80.9M $0 1 2.16% Maintained
133
HighTower Advisors
HighTower Advisors
Illinois
$80.1M +$2.57M 6 0.15% Increased
134
Homestead Advisers
Homestead Advisers
Virginia
$79.7M +$1.14M 2 2.21% Increased
135
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$79M -$3.12M 4 0.28% Reduced
136
AGF Management
AGF Management
Ontario, Canada
$76.5M +$2.25M 1 0.54% Increased
137
Silvercrest Asset Management
Silvercrest Asset Management
New York
$76.5M -$11.5M 2 0.58% Reduced
138
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$74.4M -$4.21M 3 0.18% Reduced
139
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$74.1M -$1.53M 3 0.11% Reduced
140
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$74M -$25.1M 6 0.23% Reduced
141
Point72 Asset Management
Point72 Asset Management
Connecticut
$73.8M -$50.9M 4 0.22% Reduced
142
Epoch Investment Partners
Epoch Investment Partners
New York
$73.5M -$15.8M 1 0.47% Reduced
143
Fidelity International
Fidelity International
Bermuda
$71.5M +$6.03M 2 0.08% Increased
144
BAMCO Inc
BAMCO Inc
New York
$69.2M -$3.02M 2 0.2% Reduced
145
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.2M +$40.2M 5 0.04% Increased
146
Whittier Trust
Whittier Trust
California
$68.3M +$1.25M 4 1.21% Increased
147
ORIO
Old Republic International (ORI)
Illinois
$66.1M $0 1 2.47% Maintained
148
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$65.1M +$66.1M 2 0.91% New
149
AQR Capital Management
AQR Capital Management
Connecticut
$64.1M +$14M 6 0.13% Increased
150
Osaic Holdings
Osaic Holdings
Arizona
$63.8M +$13.9M 8 0.09% Increased