← 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
First Eagle Investment Management
First Eagle Investment Management
New York
$30.6M -$93.8K 1 0.08% Reduced
152
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.4M -$1.8M 3 0.13% Reduced
153
TD Asset Management
TD Asset Management
Ontario, Canada
$29.4M +$38.8K 2 0.05% Increased
154
Panagora Asset Management
Panagora Asset Management
Massachusetts
$29.4M -$14M 4 0.12% Reduced
155
PIA
Piedmont Investment Advisors
North Carolina
$29.3M -$7.26M 1 0.61% Reduced
156
Chevy Chase Trust
Chevy Chase Trust
Maryland
$29.2M +$733K 1 0.14% Increased
157
Renaissance Technologies
Renaissance Technologies
New York
$28.7M -$13.5M 3 0.04% Reduced
158
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$28.7M -$240K 4 0.22% Reduced
159
ORIO
Old Republic International (ORI)
Illinois
$28M $0 1 0.97% Maintained
160
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$27.4M +$11.3M 2 1.21% Increased
161
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$27.1M +$1.03M 1 2.49% Increased
162
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$27.1M -$674K 1 0.25% Reduced
163
Westfield Capital Management
Westfield Capital Management
Massachusetts
$26.9M -$5.6M 1 0.23% Reduced
164
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$26.6M +$2.51M 1 0.09% Increased
165
AIG
American International Group
New York
$26.5M +$207K 4 0.1% Increased
166
Aviva
Aviva
United Kingdom
$26.4M -$3.25M 2 0.15% Reduced
167
HSBC Holdings
HSBC Holdings
United Kingdom
$25.5M -$3.39M 3 0.05% Reduced
168
AIM
Avity Investment Management
Connecticut
$25.3M +$69.3K 1 3.55% Increased
169
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$25.3M -$220K 2 0.23% Reduced
170
SCM
Simcoe Capital Management
New York
$25.2M $0 1 11.5% Maintained
171
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$25.1M -$6.94M 2 0.07% Reduced
172
Aperio Group
Aperio Group
California
$24.8M +$2.52M 4 0.17% Increased
173
Capital International
Capital International
California
$24.3M -$277K 1 1.58% Reduced
174
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$24M +$10.9M 2 0.11% Increased
175
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.9M -$636K 2 0.06% Reduced