← 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
Aviva
Aviva
United Kingdom
$139M +$21.2M 3 0.29% Increased
127
US Bancorp
US Bancorp
Minnesota
$139M +$3.88M 6 0.17% Increased
128
Carmignac Gestion
Carmignac Gestion
France
$136M -$68.2M 1 2.09% Reduced
129
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$135M -$33.9M 3 0.29% Reduced
130
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$134M -$6.58M 1 1.28% Reduced
131
AGF Management
AGF Management
Ontario, Canada
$134M -$36.7M 1 0.61% Reduced
132
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$131M -$22.5M 2 0.75% Reduced
133
Whittier Trust
Whittier Trust
California
$129M +$5.58M 4 1.56% Increased
134
Korea Investment Corp
Korea Investment Corp
South Korea
$128M -$26.9M 2 0.28% Reduced
135
Groupe la Francaise
Groupe la Francaise
France
$126M +$19.3M 1 2.03% Increased
136
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$126M +$108M 1 0.97% New
137
DF Dent & Co
DF Dent & Co
Maryland
$126M +$7.07M 2 1.59% Increased
138
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$125M +$3.8M 1 2.1% Increased
139
Los Angeles Capital Management
Los Angeles Capital Management
California
$125M +$36.2M 4 0.47% Increased
140
Frontier Capital Management
Frontier Capital Management
Massachusetts
$121M -$273K 2 1.12% Reduced
141
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$121M +$8.83M 3 0.1% Increased
142
Fisher Asset Management
Fisher Asset Management
Washington
$117M +$15.9M 2 0.05% Increased
143
STRS Ohio
STRS Ohio
Ohio
$117M +$895K 4 0.44% Increased
144
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$115M -$2.82M 2 2.92% Reduced
145
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$114M +$7.53M 3 0.26% Increased
146
TimesSquare Capital Management
TimesSquare Capital Management
New York
$108M +$1.66M 1 1.56% Increased
147
Royal London Asset Management
Royal London Asset Management
United Kingdom
$106M -$4.5M 3 0.24% Reduced
148
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$106M -$7.14M 5 0.26% Reduced
149
Homestead Advisers
Homestead Advisers
Virginia
$103M -$7.98M 2 2.44% Reduced
150
Encompass Capital Advisors
Encompass Capital Advisors
New York
$103M -$42.8K 1 3.75% Reduced