← 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	Marshall Wace London, United Kingdom	$162M	+$94.8M	7	0.16%	Increased
127	Aviva London, United Kingdom	$159M	+$7.92M	3	0.29%	Increased
128	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$159M	+$57.3M	1	32.63%	Increased
129	US Bancorp Minneapolis, Minnesota	$156M	+$7.94M	7	0.18%	Increased
130	Mariner Overland Park, Kansas	$155M	+$1.01M	5	0.2%	Increased
131	AQR Capital Management Greenwich, Connecticut	$153M	-$11.7M	5	0.1%	Reduced
132	AGF Management Toronto, Ontario, Canada	$152M	+$9.38M	2	0.67%	Increased
133	ACM Analog Century Management New York	$151M	+$133M	2	8.1%	New
134	Pacer Advisors Malvern, Pennsylvania	$145M	+$74.3M	3	0.37%	Increased
135	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$143M	-$11.8M	3	0.26%	Reduced
136	Groupe la Francaise Paris, France	$143M	+$14.4M	2	1.93%	Increased
137	DF Dent & Co Baltimore, Maryland	$138M	-$17.3M	2	1.79%	Reduced
138	Haverford Trust Company Radnor, Pennsylvania	$138M	-$3.06M	1	1.24%	Reduced
139	Fisher Asset Management Camas, Washington	$134M	+$2.93M	2	0.05%	Increased
140	Polar Capital Holdings London, United Kingdom	$134M	-$104M	3	0.64%	Reduced
141	Danica Pension Livsforsikrings Copenhagen V,	$133M	+$1.13M	1	2.05%	Increased
142	TCW Group Los Angeles, California	$131M	+$27.7M	2	1.1%	Increased
143	TimesSquare Capital Management New York	$130M	-$5.59M	1	1.86%	Reduced
144	Jane Street New York	$126M	+$64.2M	10	0.02%	Increased
145	Federated Hermes Pittsburgh, Pennsylvania	$125M	-$41M	5	0.22%	Reduced
146	Osaic Holdings Scottsdale, Arizona	$123M	+$63M	9	0.17%	Increased
147	Treasurer of the State of North Carolina Raleigh, North Carolina	$121M	+$9.24M	3	0.37%	Increased
148	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$121M	-$2.57M	3	0.27%	Reduced
149	Impax Asset Management Group London, United Kingdom	$120M	-$39.3M	1	0.7%	Reduced
150	Corient Private Wealth Miami, Florida	$120M	-$38.2M	4	0.19%	Reduced