← 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	Korea Investment Corp Seoul, South Korea	$136M	-$12.7M	2	0.32%	Reduced
127	Prudential Financial Newark, New Jersey	$135M	-$10.9M	6	0.19%	Reduced
128	Robeco Institutional Asset Management Rotterdam, Netherlands	$135M	+$30.2M	3	0.27%	Increased
129	STRS Ohio Columbus, Ohio	$130M	-$5.37M	4	0.5%	Reduced
130	Robeco Schweiz Zurich, Switzerland	$129M	-$2.1M	1	2.42%	Reduced
131	Haverford Trust Company Radnor, Pennsylvania	$127M	-$23.8K	1	1.24%	Reduced
132	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$126M	+$2.17M	3	0.29%	Increased
133	Whittier Trust South Pasadena, California	$121M	+$2.62M	4	1.62%	Increased
134	Mariner Overland Park, Kansas	$121M	+$3.07M	5	0.21%	Increased
135	US Bancorp Minneapolis, Minnesota	$117M	+$24.7M	6	0.15%	Increased
136	BNP Paribas Asset Management Paris, France	$116M	+$93.2M	3	0.29%	Increased
137	State of Wisconsin Investment Board Madison, Wisconsin	$115M	+$8.47M	4	0.29%	Increased
138	Arrowstreet Capital Boston, Massachusetts	$112M	-$94.1M	3	0.1%	Reduced
139	Man Group London, United Kingdom	$112M	-$24.3M	4	0.29%	Reduced
140	AGF Management Toronto, Ontario, Canada	$112M	+$48.6M	1	0.57%	Increased
141	Schroder Investment Management Group London, United Kingdom	$110M	-$24.2M	3	0.11%	Reduced
142	Los Angeles Capital Management Los Angeles, California	$110M	-$110M	2	0.44%	Reduced
143	Corient Private Wealth Miami, Florida	$108M	-$4.08M	4	0.17%	Reduced
144	Point72 Asset Management Stamford, Connecticut	$107M	+$75.7M	2	0.27%	Increased
145	Homestead Advisers Arlington, Virginia	$106M	-$153K	2	2.52%	Reduced
146	ING Group Amsterdam, Netherlands	$106M	-$8.77M	2	0.61%	Reduced
147	TimesSquare Capital Management New York	$103M	-$781K	1	1.54%	Reduced
148	Alyeska Investment Group Chicago, Illinois	$103M	-$75.5M	2	0.53%	Reduced
149	EULAV Asset Management Sarasota, Florida	$100M	+$7.42M	1	2.44%	Increased
150	Fred Alger Management New York	$97.6M	+$28.4M	3	0.47%	Increased