← 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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.1M -$4.65M 4 0.18% Reduced
152
Rockefeller Capital Management
Rockefeller Capital Management
New York
$51.7M +$2.3M 5 0.25% Increased
153
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$51.4M -$2.38M 3 0.12% Reduced
154
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$49.5M -$1.75M 1 0.67% Reduced
155
Chevy Chase Trust
Chevy Chase Trust
Maryland
$49.3M +$102K 2 0.17% Increased
156
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$48.2M -$791K 2 0.69% Reduced
157
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$47.8M +$7.04M 2 0.83% Increased
158
ORIO
Old Republic International (ORI)
Illinois
$47M -$10.7M 1 0.95% Reduced
159
GPGA
Grandeur Peak Global Advisors
Utah
$46.8M +$4.12M 1 2.22% Increased
160
Sessa Capital
Sessa Capital
New York
$46.4M +$16.9M 1 2.22% Increased
161
HighTower Advisors
HighTower Advisors
Illinois
$46.2M +$823K 6 0.1% Increased
162
Glenview Capital Management
Glenview Capital Management
New York
$45.8M +$24.9M 1 0.93% Increased
163
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.7M -$2.75M 4 0.28% Reduced
164
KeyBank National Association
KeyBank National Association
Ohio
$45.3M -$2.03M 3 0.19% Reduced
165
CET
Clean Energy Transition
United Kingdom
$44.6M -$23.4M 1 7.59% Reduced
166
US Bancorp
US Bancorp
Minnesota
$44.3M +$915K 5 0.07% Increased
167
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$44M +$3.96M 3 0.17% Increased
168
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$43.6M -$2.38M 1 0.29% Reduced
169
Regions Financial Corp
Regions Financial Corp
Alabama
$43.4M -$573K 1 0.35% Reduced
170
Trillium Asset Management
Trillium Asset Management
Massachusetts
$41.9M -$2.46M 1 1.11% Reduced
171
Point72 Asset Management
Point72 Asset Management
Connecticut
$41.8M +$20.3M 1 0.17% Increased
172
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$41.4M -$104K 5 0.2% Reduced
173
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$41.3M +$26.4M 2 0.49% Increased
174
Asset Management One
Asset Management One
Japan
$41.2M -$3.59M 2 0.16% Reduced
175
Bridgewater Associates
Bridgewater Associates
Connecticut
$40.7M +$40M 3 0.16% Increased