← 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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$30.4M -$257K 1 0.15% Reduced
152
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$29.8M -$35K 4 0.22% Reduced
153
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$29.6M -$4.01M 1 0.61% Reduced
154
PIMC
Praesidium Investment Management Company
New York
$29.6M -$25.9M 1 2.34% Reduced
155
TD Asset Management
TD Asset Management
Ontario, Canada
$29.5M -$1.34M 2 0.05% Reduced
156
ORIO
Old Republic International (ORI)
Illinois
$29.4M $0 1 0.96% Maintained
157
SGAM
Smith Group Asset Management
Texas
$28.8M +$23.7M 2 0.89% Increased
158
ACI
AMP Capital Investors
Australia
$28.7M -$7.47M 3 0.17% Reduced
159
Aperio Group
Aperio Group
California
$28.6M +$2.76M 4 0.18% Increased
160
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$28.6M +$186K 1 2.54% Increased
161
GGHC
Gilder Gagnon Howe & Co
New York
$28.3M +$17.5M 2 0.42% Increased
162
AIG
American International Group
New York
$28.2M +$715K 4 0.1% Increased
163
Aviva
Aviva
United Kingdom
$27.5M +$201K 2 0.15% Increased
164
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$26.6M +$1.67M 2 0.13% Increased
165
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$26.4M +$4.26M 3 0.18% Increased
166
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$25.8M +$2.79M 4 0.25% Increased
167
Marshall Wace North America
Marshall Wace North America
New York
$25.5M +$2.51M 3 0.19% Increased
168
FP
Foundry Partners
Minnesota
$25.3M +$4.58M 2 1.04% Increased
169
Westfield Capital Management
Westfield Capital Management
Massachusetts
$25.1M -$3.06M 1 0.21% Reduced
170
Capital International
Capital International
California
$25M -$480K 1 1.66% Reduced
171
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$25M +$10.5M 3 0.14% Increased
172
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$24.7M +$614K 2 0.06% Increased
173
SCM
Simcoe Capital Management
New York
$24.4M $0 1 10.62% Maintained
174
AL
AJO LP
Pennsylvania
$24.4M +$14.9M 2 0.1% Increased
175
AIM
Avity Investment Management
Connecticut
$24.4M -$2.12M 1 3.31% Reduced