← 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
Millennium Management
Millennium Management
New York
$25.4M -$14.5M 4 0.06% Reduced
152
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$25.4M +$24M 1 0.14% New
153
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$25.4M +$6.82M 2 0.22% Increased
154
CCI
Columbus Circle Investors
$24.8M +$8.77M 1 0.25% Increased
155
Nuveen
Nuveen
North Carolina
$24.6M -$2.64M 1 0.15% Reduced
156
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$24.6M -$2.19M 2 0.06% Reduced
157
TD Asset Management
TD Asset Management
Ontario, Canada
$24.2M +$1.52M 2 0.04% Increased
158
Chevy Chase Trust
Chevy Chase Trust
Maryland
$23.6M +$235K 1 0.13% Increased
159
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$23.6M +$2.34M 3 0.11% Increased
160
US Bancorp
US Bancorp
Minnesota
$23.1M +$2.01M 4 0.09% Increased
161
South Texas Money Management
South Texas Money Management
Texas
$23.1M +$5.59M 1 1.3% Increased
162
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$22.9M -$2.21M 1 2.28% Reduced
163
ORIO
Old Republic International (ORI)
Illinois
$22.6M +$3.07M 1 1.01% Increased
164
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$22.5M +$411K 4 0.15% Increased
165
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$22.3M -$575K 4 0.19% Reduced
166
Aviva
Aviva
United Kingdom
$21.9M +$3.09M 2 0.15% Increased
167
Hermes Investment Management
Hermes Investment Management
United Kingdom
$21.8M +$3.68M 1 0.44% Increased
168
Silvercrest Asset Management
Silvercrest Asset Management
New York
$21.8M +$861K 1 0.28% Increased
169
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$21.4M +$3.96M 2 0.18% Increased
170
SM
Seminole Management
New York
$21.3M +$21.9M 1 2.16% New
171
Capital International
Capital International
California
$21.2M -$2.46M 1 1.54% Reduced
172
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$21.2M +$1.45M 2 0.09% Increased
173
AIM
Avity Investment Management
Connecticut
$21M +$1.16M 1 3.37% Increased
174
Nomura Asset Management
Nomura Asset Management
Japan
$21M -$1.54M 2 0.39% Reduced
175
Alyeska Investment Group
Alyeska Investment Group
Illinois
$20.4M +$21.4M 1 0.19% New