← 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$58.8M -$5.19M 3 0.12% Reduced
152
Glenmede Trust
Glenmede Trust
Pennsylvania
$57.3M -$606K 2 0.27% Reduced
153
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$56.4M -$51.5M 6 0.08% Reduced
154
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$56.2M +$4.02M 3 0.08% Increased
155
Rockefeller Capital Management
Rockefeller Capital Management
New York
$56.2M +$985K 5 0.26% Increased
156
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$54.6M +$724K 2 0.5% Increased
157
Chevy Chase Trust
Chevy Chase Trust
Maryland
$54.5M -$1.24M 2 0.18% Reduced
158
KeyBank National Association
KeyBank National Association
Ohio
$53.6M +$272K 3 0.21% Increased
159
SC
Shellback Capital
Massachusetts
$53.6M +$51.4M 1 3.1% New
160
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$52.4M -$12.9M 1 0.76% Reduced
161
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$52.4M -$45.8M 3 0.11% Reduced
162
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$52.3M +$1.06M 1 0.31% Increased
163
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$51.4M +$49.3M 1 0.67% New
164
HighTower Advisors
HighTower Advisors
Illinois
$51.2M +$7.91M 6 0.11% Increased
165
Trillium Asset Management
Trillium Asset Management
Massachusetts
$50.4M +$830K 1 1.18% Increased
166
Regions Financial Corp
Regions Financial Corp
Alabama
$50.1M -$4.82M 1 0.39% Reduced
167
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$49.9M -$21.2M 4 0.27% Reduced
168
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.7M +$2.28M 8 0.01% Increased
169
Nomura Asset Management
Nomura Asset Management
Japan
$49.3M +$4.92M 2 0.25% Increased
170
Asset Management One
Asset Management One
Japan
$49.2M -$937K 2 0.17% Reduced
171
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$48.5M +$4.93M 1 0.67% Increased
172
US Bancorp
US Bancorp
Minnesota
$48M -$162K 6 0.08% Reduced
173
Two Sigma Investments
Two Sigma Investments
New York
$47.1M +$16.1M 3 0.1% Increased
174
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$46.7M +$44.7M 2 0.45% Increased
175
DFO
Duquesne Family Office
New York
$46.5M +$18M 1 1.69% Increased