← 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
151
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$31.4M +$4.43M 4 0.26% Increased
152
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$31.3M +$5.15M 1 0.08% Increased
153
Davenport & Co
Davenport & Co
Virginia
$31.2M +$571K 1 0.48% Increased
154
Nuveen
Nuveen
North Carolina
$30.1M -$578K 2 0.16% Reduced
155
Capital International
Capital International
California
$30M $0 1 1.77% Maintained
156
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$29.7M +$3.42M 2 0.1% Increased
157
Comerica Bank
Comerica Bank
Texas
$29.5M +$14.6M 4 0.13% Increased
158
Credit Agricole
Credit Agricole
France
$28.5M -$719K 4 0.13% Reduced
159
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$28.3M -$161K 1 0.24% Reduced
160
MAA
Matrix Asset Advisors
New York
$27.4M -$2.31M 1 3.44% Reduced
161
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$26.7M -$396K 1 0.72% Reduced
162
Barclays
Barclays
United Kingdom
$26.5M -$4.65M 5 0.03% Reduced
163
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$26.4M -$933K 4 0.15% Reduced
164
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$26M -$2.55M 2 0.25% Reduced
165
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$25.9M -$509K 1 0.14% Reduced
166
Chevy Chase Trust
Chevy Chase Trust
Maryland
$25.9M -$149K 1 0.15% Reduced
167
Nomura Asset Management
Nomura Asset Management
Japan
$25.4M -$3.79M 2 0.47% Reduced
168
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$25.3M +$375K 1 0.94% Increased
169
Aviva
Aviva
United Kingdom
$25M +$2.14M 2 0.18% Increased
170
Korea Investment Corp
Korea Investment Corp
South Korea
$24.7M +$7.61M 2 0.21% Increased
171
HSBC Holdings
HSBC Holdings
United Kingdom
$24.6M -$14.7M 3 0.05% Reduced
172
KBC Group
KBC Group
Belgium
$24.5M +$17.3M 4 0.32% Increased
173
SIM
Sadoff Investment Management
Wisconsin
$24.4M -$17.1K 1 2.65% Reduced
174
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$24.2M +$299K 1 1% Increased
175
ALPS Advisors
ALPS Advisors
Colorado
$24M -$429K 2 0.21% Reduced