← 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
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$122M +$8.12M 4 0.46% Increased
127
Frontier Capital Management
Frontier Capital Management
Massachusetts
$122M -$6.48M 2 1.21% Reduced
128
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$120M -$2.01M 1 1.26% Reduced
129
Canada Life
Canada Life
Manitoba, Canada
$120M -$9.3M 5 0.23% Reduced
130
1832 Asset Management
1832 Asset Management
Ontario, Canada
$118M -$130M 2 0.1% Reduced
131
Robeco Schweiz
Robeco Schweiz
Switzerland
$117M -$60.4M 1 2.24% Reduced
132
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$115M -$6.45M 3 0.27% Reduced
133
Kodai Capital Management
Kodai Capital Management
Illinois
$111M +$57.1M 1 2.12% Increased
134
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$111M +$28.6M 4 0.32% Increased
135
Mariner
Mariner
Kansas
$111M -$15.9M 5 0.21% Reduced
136
Whittier Trust
Whittier Trust
California
$110M +$3.19M 4 1.56% Increased
137
Silvercrest Asset Management
Silvercrest Asset Management
New York
$109M -$8.26M 3 0.75% Reduced
138
Allianz Asset Management
Allianz Asset Management
Germany
$106M +$7.63M 3 0.16% Increased
139
ING Group
ING Group
Netherlands
$105M +$38.7M 2 0.62% Increased
140
Corient Private Wealth
Corient Private Wealth
Florida
$104M +$6.45M 4 0.18% Increased
141
Two Sigma Investments
Two Sigma Investments
New York
$104M +$89.5M 4 0.24% Increased
142
Homestead Advisers
Homestead Advisers
Virginia
$101M -$14M 2 2.48% Reduced
143
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$98.3M -$7.7M 5 0.26% Reduced
144
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$95.6M +$34.7M 3 0.21% Increased
145
SSM
Sound Shore Management
Connecticut
$92.7M -$34.4M 1 3.09% Reduced
146
TimesSquare Capital Management
TimesSquare Capital Management
New York
$92.4M +$8.35M 1 1.45% Increased
147
CET
Clean Energy Transition
United Kingdom
$92.4M -$55.9M 1 5.02% Reduced
148
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$90.4M -$6.94M 6 0.02% Reduced
149
Chevy Chase Trust
Chevy Chase Trust
Maryland
$90.4M -$914K 2 0.29% Reduced
150
Squarepoint
Squarepoint
New York
$90.2M +$48.9M 6 0.15% Increased