← 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	$187M	+$125M	9	0.19%	Increased
127	Mariner Overland Park, Kansas	$187M	+$45.8M	6	0.22%	Increased
128	Canada Life Winnipeg, Manitoba, Canada	$186M	+$2.77M	4	0.33%	Increased
129	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$185M	+$21.4M	3	0.3%	Increased
130	Williams Jones Wealth Management New York	$183M	+$469K	1	2.25%	Increased
131	New York State Teachers Retirement System (NYSTRS) Albany, New York	$180M	-$7.36M	4	0.37%	Reduced
132	Two Sigma Investments New York	$178M	-$121M	7	0.14%	Reduced
133	TCW Group Los Angeles, California	$178M	+$16.7M	4	1.34%	Increased
134	Mackenzie Financial Toronto Ontario, Ontario, Canada	$178M	+$97M	5	0.21%	Increased
135	Quantinno Capital Management New York	$176M	+$34.9M	6	0.29%	Increased
136	Aviva London, United Kingdom	$174M	+$4.5M	3	0.29%	Increased
137	KBC Group Brussels, Belgium	$173M	+$107M	5	0.43%	Increased
138	US Bancorp Minneapolis, Minnesota	$173M	+$16.6M	8	0.21%	Increased
139	PFA Pension Forsikringsaktieselskab Copenhagen,	$172M	+$11.8M	3	0.52%	Increased
140	Fidelity International Hamilton, Bermuda	$170M	-$181M	3	0.13%	Reduced
141	Corient Private Wealth Miami, Florida	$167M	-$41.6M	5	0.24%	Reduced
142	OMERS Administration Corp Toronto, Ontario, Canada	$163M	+$5.87M	7	1.05%	Increased
143	Ensign Peak Advisors Salt Lake City, Utah	$162M	+$34.9M	5	0.3%	Increased
144	Korea Investment Corp Seoul, South Korea	$162M	+$18.4M	4	0.33%	Increased
145	Encompass Capital Advisors New York	$155M	+$20.3M	2	4.65%	Increased
146	Lord, Abbett & Co Jersey City, New Jersey	$155M	+$108M	2	0.51%	Increased
147	TimesSquare Capital Management New York	$152M	-$1.57M	1	2.58%	Reduced
148	Fuller & Thaler Asset Management San Mateo, California	$152M	+$12.2M	1	0.51%	Increased
149	D.E. Shaw & Co New York	$149M	-$63.6M	8	0.09%	Reduced
150	Credit Agricole Montrouge Cedex, France	$143M	-$42.9M	5	0.38%	Reduced