← 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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$91.1M +$4.18M 3 0.64% Increased
127
Homestead Advisers
Homestead Advisers
Virginia
$89.7M +$155K 2 2.29% Increased
128
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$87.3M +$24.2M 1 1.22% Increased
129
HighTower Advisors
HighTower Advisors
Illinois
$86.7M -$4.26M 6 0.15% Reduced
130
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$86.3M +$1.34M 3 0.11% Increased
131
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$85.8M -$5.3M 4 0.29% Reduced
132
National Bank of Canada
National Bank of Canada
Quebec, Canada
$85M +$27.9M 5 0.14% Increased
133
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$83.3M -$2.15M 6 0.24% Reduced
134
Fidelity International
Fidelity International
Bermuda
$83.1M +$2.35M 2 0.09% Increased
135
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.4M -$47.6K 5 0.05% Reduced
136
AGF Management
AGF Management
Ontario, Canada
$82.3M -$3.76M 1 0.49% Reduced
137
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$81.8M -$15M 3 0.17% Reduced
138
Whittier Trust
Whittier Trust
California
$79.8M -$1.26M 4 1.29% Reduced
139
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$79.8M +$10.7M 4 0.34% Increased
140
Epoch Investment Partners
Epoch Investment Partners
New York
$79M -$3.64M 1 0.36% Reduced
141
BAMCO Inc
BAMCO Inc
New York
$78.4M +$230K 2 0.21% Increased
142
Allianz Asset Management
Allianz Asset Management
Germany
$75.1M -$13.5M 4 0.12% Reduced
143
Los Angeles Capital Management
Los Angeles Capital Management
California
$75M +$13.1M 6 0.28% Increased
144
Corient Private Wealth
Corient Private Wealth
Florida
$75M +$24.5M 4 0.14% Increased
145
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$74.3M $0 2 0.92% Maintained
146
Jane Street
Jane Street
New York
$74.3M +$6.52M 8 0.02% Increased
147
Holocene Advisors
Holocene Advisors
New York
$73.8M +$40.5M 2 0.29% Increased
148
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$72.8M +$8.18M 3 0.11% Increased
149
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$72M +$22.6M 5 0.48% Increased
150
Chevy Chase Trust
Chevy Chase Trust
Maryland
$70.9M -$346K 2 0.25% Reduced