← 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
$65.7M -$2.05M 4 0.26% Reduced
152
GPGA
Grandeur Peak Global Advisors
Utah
$64.9M +$4.47M 1 4.43% Increased
153
Fred Alger Management
Fred Alger Management
New York
$63M -$55.1M 3 0.32% Reduced
154
ORIO
Old Republic International (ORI)
Illinois
$62.3M $0 1 2.04% Maintained
155
TCW Group
TCW Group
California
$61.1M +$5.09M 2 0.68% Increased
156
Chevy Chase Trust
Chevy Chase Trust
Maryland
$60.5M -$388K 2 0.23% Reduced
157
Commerce Bank
Commerce Bank
Missouri
$59M -$1.67M 3 0.44% Reduced
158
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$58.3M +$4.99M 5 0.13% Increased
159
SRFM
Shannon River Fund Management
New York
$57.8M -$1.37M 1 14.42% Reduced
160
KeyBank National Association
KeyBank National Association
Ohio
$57.3M -$851K 4 0.26% Reduced
161
APG Asset Management
APG Asset Management
Netherlands
$57M -$18.2M 2 0.12% Reduced
162
US Bancorp
US Bancorp
Minnesota
$56.1M -$362K 5 0.09% Reduced
163
Glenmede Trust
Glenmede Trust
Pennsylvania
$55.5M $0 3 0.32% Maintained
164
Snyder Capital Management
Snyder Capital Management
California
$54.6M -$149K 1 1.16% Reduced
165
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$54.5M -$8.01M 1 0.15% Reduced
166
Nomura Asset Management
Nomura Asset Management
Japan
$54.1M +$5.41M 3 0.25% Increased
167
Fisher Asset Management
Fisher Asset Management
Washington
$53M -$778K 2 0.03% Reduced
168
Royal London Asset Management
Royal London Asset Management
United Kingdom
$52.7M +$8.55M 3 0.17% Increased
169
Eventide Asset Management
Eventide Asset Management
Massachusetts
$52.6M +$9.5K 1 0.89% Increased
170
Los Angeles Capital Management
Los Angeles Capital Management
California
$52.2M -$177M 6 0.21% Reduced
171
Regions Financial Corp
Regions Financial Corp
Alabama
$52.1M -$84.7K 2 0.45% Reduced
172
Osaic Holdings
Osaic Holdings
Arizona
$50.7M -$4.99M 8 0.09% Reduced
173
Rockefeller Capital Management
Rockefeller Capital Management
New York
$50.5M -$13.3M 2 0.2% Reduced
174
Asset Management One
Asset Management One
Japan
$50.4M -$422K 2 0.21% Reduced
175
AQR Capital Management
AQR Capital Management
Connecticut
$50.4M +$6.54M 6 0.11% Increased