← 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$20.5M -$6.16M 5 0.1% Reduced
152
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.4M +$19.8M 2 0.14% Increased
153
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$20.3M +$777K 2 0.2% Increased
154
Chevy Chase Trust
Chevy Chase Trust
Maryland
$20.1M -$250K 1 0.12% Reduced
155
Nomura Asset Management
Nomura Asset Management
Japan
$20.1M -$197K 2 0.39% Reduced
156
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$20.1M -$5.81M 2 0.09% Reduced
157
ALPS Advisors
ALPS Advisors
Colorado
$20M +$1.41M 1 0.2% Increased
158
Canada Life
Canada Life
Manitoba, Canada
$19.9M +$1.75M 4 0.08% Increased
159
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$19.1M +$643K 1 0.39% Increased
160
ACI
AMP Capital Investors
Australia
$18.8M +$1.45M 2 0.13% Increased
161
SAM
Steinberg Asset Management
New York
$18.8M -$1.14M 1 3.22% Reduced
162
CI Investments Inc
CI Investments Inc
Ontario, Canada
$18.7M -$20.1M 1 0.24% Reduced
163
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$18.6M -$1.14M 5 0.13% Reduced
164
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$18.5M -$1.29M 1 0.11% Reduced
165
SCM
SKBA Capital Management
California
$18.4M -$13.5M 1 1.87% Reduced
166
Aviva
Aviva
United Kingdom
$18.2M -$149K 2 0.14% Reduced
167
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$18.2M -$2.9M 1 0.49% Reduced
168
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$18M -$3.94M 1 0.15% Reduced
169
US Bancorp
US Bancorp
Minnesota
$17.9M +$2.56M 4 0.07% Increased
170
Macquarie Group
Macquarie Group
Australia
$17.8M -$340K 4 0.04% Reduced
171
Prudential plc
Prudential plc
United Kingdom
$17.6M -$33.4M 1 0.07% Reduced
172
Trillium Asset Management
Trillium Asset Management
Massachusetts
$17.6M -$4.99M 1 1.19% Reduced
173
AIM
Avity Investment Management
Connecticut
$17.5M +$794K 1 2.76% Increased
174
FMA
Fiduciary Management Associates
Illinois
$17.4M +$441K 1 1.02% Increased
175
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$17.4M -$11.7M 3 0.08% Reduced