← 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
Asset Management One
Asset Management One
Japan
$29.6M +$14.3M 3 0.08% Increased
152
US Bancorp
US Bancorp
Minnesota
$29.4M +$1.32M 4 0.11% Increased
153
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$29.3M -$18.8M 2 0.11% Reduced
154
Westfield Capital Management
Westfield Capital Management
Massachusetts
$29.1M -$22.2M 1 0.26% Reduced
155
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$28.6M +$1.61M 3 0.13% Increased
156
Silvercrest Asset Management
Silvercrest Asset Management
New York
$28M +$521K 1 0.31% Increased
157
KBC Group
KBC Group
Belgium
$27.6M +$11.6M 4 0.27% Increased
158
South Texas Money Management
South Texas Money Management
Texas
$27.4M +$685K 1 1.44% Increased
159
Axa
Axa
France
$27.4M +$5.89M 3 0.13% Increased
160
Aviva
Aviva
United Kingdom
$26.7M +$1.4M 2 0.16% Increased
161
TD Asset Management
TD Asset Management
Ontario, Canada
$26.6M -$2.07M 2 0.04% Reduced
162
First Eagle Investment Management
First Eagle Investment Management
New York
$26.3M +$1.39M 1 0.07% Increased
163
HSBC Holdings
HSBC Holdings
United Kingdom
$26.1M +$6.75M 4 0.06% Increased
164
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$25.8M +$10.8M 2 0.1% Increased
165
Chevy Chase Trust
Chevy Chase Trust
Maryland
$25.7M +$11.7K 1 0.14% Increased
166
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$25.7M -$520K 4 0.21% Reduced
167
ORIO
Old Republic International (ORI)
Illinois
$25.4M $0 1 0.91% Maintained
168
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$25.1M -$2.49M 1 0.24% Reduced
169
CC
Carlson Capital
Texas
$25.1M -$18M 1 0.3% Reduced
170
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$23.9M +$4.13M 2 0.21% Increased
171
TC
Towle & Co
Colorado
$23.6M +$364K 1 3.16% Increased
172
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$23.5M -$1.24M 1 2.25% Reduced
173
AIG
American International Group
New York
$23.4M -$492M 4 0.09% Reduced
174
AIM
Avity Investment Management
Connecticut
$22.8M +$380K 1 3.43% Increased
175
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$22.7M -$776K 2 0.22% Reduced