← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$102M +$26M 8 0.01% Increased
152
Resona Asset Management
Resona Asset Management
Japan
$101M +$35.9M 2 0.5% Increased
153
Swiss Life Asset Management
Swiss Life Asset Management
$101M -$46.6M 2 0.17% Reduced
154
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$100M +$13.6M 3 0.32% Increased
155
Creative Planning
Creative Planning
Kansas
$99.6M +$4.19M 6 0.08% Increased
156
National Bank of Canada
National Bank of Canada
Quebec, Canada
$98.8M -$77.6M 4 0.09% Reduced
157
Nomura Asset Management
Nomura Asset Management
Japan
$97.2M +$20.2M 3 0.27% Increased
158
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$94.9M -$6.88M 5 0.13% Reduced
159
APG Asset Management
APG Asset Management
Netherlands
$94.5M -$53.8M 2 0.28% Reduced
160
Chevy Chase Trust
Chevy Chase Trust
Maryland
$92.5M -$52.3K 2 0.27% Reduced
161
TCW Group
TCW Group
California
$92.2M -$17.2M 2 0.72% Reduced
162
SG Americas Securities
SG Americas Securities
New York
$92.2M +$11.7M 4 0.38% Increased
163
GW&K Investment Management
GW&K Investment Management
Massachusetts
$91.1M +$32.2M 4 0.82% Increased
164
Danske Bank
Danske Bank
Denmark
$90.6M -$22.1M 4 0.23% Reduced
165
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$88.8M -$5.05M 1 0.39% Reduced
166
SSM
Sound Shore Management
Connecticut
$88.4M +$1.54M 1 3.01% Increased
167
First Financial Bankshares
First Financial Bankshares
Texas
$88M +$9.63M 1 1.97% Increased
168
KeyBank National Association
KeyBank National Association
Ohio
$87.7M -$306K 2 0.33% Reduced
169
Rockefeller Capital Management
Rockefeller Capital Management
New York
$87.2M +$6.19M 3 0.19% Increased
170
BAMCO Inc
BAMCO Inc
New York
$86.8M +$1.54M 2 0.24% Increased
171
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$85.4M -$10.8M 4 0.3% Reduced
172
EULAV Asset Management
EULAV Asset Management
Florida
$85M $0 1 2% Maintained
173
Westwood Holdings Group
Westwood Holdings Group
Texas
$83.7M +$2.68M 3 0.6% Increased
174
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$83.5M +$3.47M 5 0.28% Increased
175
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$82.8M -$5.85M 2 0.91% Reduced