← 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
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$141M +$117M 2 2.68% New
127
Credit Agricole
Credit Agricole
France
$140M +$68.7M 6 0.41% Increased
128
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$139M +$5.06M 4 0.5% Increased
129
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$136M +$136M 3 0.22% Increased
130
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$127M -$369K 1 1.26% Reduced
131
Korea Investment Corp
Korea Investment Corp
South Korea
$122M -$3.66M 2 0.29% Reduced
132
Mariner
Mariner
Kansas
$122M +$4.22M 5 0.2% Increased
133
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$121M -$4.55M 3 0.23% Reduced
134
AGF Management
AGF Management
Ontario, Canada
$121M +$9.56M 1 0.6% Increased
135
Fidelity International
Fidelity International
Bermuda
$119M +$29.7M 3 0.11% Increased
136
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$118M -$89M 3 0.21% Reduced
137
US Bancorp
US Bancorp
Minnesota
$114M +$4.86M 6 0.15% Increased
138
Westfield Capital Management
Westfield Capital Management
Massachusetts
$111M -$605K 1 0.48% Reduced
139
Frontier Capital Management
Frontier Capital Management
Massachusetts
$111M +$4.84M 2 1.05% Increased
140
Whittier Trust
Whittier Trust
California
$109M +$1.2M 4 1.43% Increased
141
Man Group
Man Group
United Kingdom
$109M +$1.55M 3 0.29% Increased
142
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$107M +$75.5M 1 1.07% Increased
143
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$106M +$4.24M 3 0.1% Increased
144
Homestead Advisers
Homestead Advisers
Virginia
$103M -$3.59M 2 2.49% Reduced
145
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$102M -$16M 3 0.24% Reduced
146
Squarepoint
Squarepoint
New York
$101M +$50M 7 0.1% Increased
147
Corient Private Wealth
Corient Private Wealth
Florida
$100M +$11.9M 4 0.17% Increased
148
STRS Ohio
STRS Ohio
Ohio
$100M +$5.3M 4 0.4% Increased
149
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$99.3M +$11.8M 5 0.15% Increased
150
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$98.6M -$7.75M 5 0.25% Reduced