← 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
Fidelity International
Fidelity International
Bermuda
$88.5M -$3.02M 2 0.09% Reduced
152
Royal London Asset Management
Royal London Asset Management
United Kingdom
$87M -$1.06M 3 0.22% Reduced
153
Westfield Capital Management
Westfield Capital Management
Massachusetts
$86.5M +$33.8M 1 0.42% Increased
154
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$84.1M -$2.82M 2 0.33% Reduced
155
Nomura Asset Management
Nomura Asset Management
Japan
$84M +$6.12M 3 0.29% Increased
156
US Bancorp
US Bancorp
Minnesota
$83.7M -$1.22M 6 0.11% Reduced
157
Aberdeen Group
Aberdeen Group
United Kingdom
$83.4M +$9.08M 4 0.16% Increased
158
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$83.2M -$13.3M 3 0.13% Reduced
159
Regions Financial Corp
Regions Financial Corp
Alabama
$82.4M -$921K 2 0.63% Reduced
160
KeyBank National Association
KeyBank National Association
Ohio
$82.1M -$1.62M 3 0.34% Reduced
161
EULAV Asset Management
EULAV Asset Management
Florida
$81.9M +$10.8M 1 2.21% Increased
162
Eventide Asset Management
Eventide Asset Management
Massachusetts
$81M +$24.5K 1 1.39% Increased
163
APG Asset Management
APG Asset Management
Netherlands
$80.9M +$20.2M 2 0.14% Increased
164
TCW Group
TCW Group
California
$80.9M +$15.1M 2 0.72% Increased
165
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$80.8M +$4.31M 1 1.66% Increased
166
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$80.6M +$70.8M 1 1.14% New
167
Channing Capital Management
Channing Capital Management
Illinois
$80.5M +$2.32M 1 2.21% Increased
168
BAMCO Inc
BAMCO Inc
New York
$80M -$1.57M 2 0.23% Reduced
169
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$79.4M -$16.4M 2 0.91% Reduced
170
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$78.1M +$17M 1 1.76% Increased
171
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.4M -$2.73M 4 0.3% Reduced
172
Rockefeller Capital Management
Rockefeller Capital Management
New York
$75.4M +$716K 3 0.21% Increased
173
Fisher Asset Management
Fisher Asset Management
Washington
$75.2M +$4.24M 3 0.03% Increased
174
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$74.9M $0 1 0.7% Maintained
175
Commerce Bank
Commerce Bank
Missouri
$74.6M -$2.69M 4 0.48% Reduced