← 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$118M +$1.19M 5 0.27% Increased
152
Cartenna Capital
Cartenna Capital
Connecticut
$118M +$79.6M 1 3.34% Increased
153
Royal London Asset Management
Royal London Asset Management
United Kingdom
$118M +$975K 3 0.25% Increased
154
Swiss Life Asset Management
Swiss Life Asset Management
$117M +$79.2M 5 0.61% Increased
155
Encompass Capital Advisors
Encompass Capital Advisors
New York
$117M -$22.1M 1 4.11% Reduced
156
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$115M +$37M 5 0.13% Increased
157
Creative Planning
Creative Planning
Kansas
$115M +$5.6M 6 0.09% Increased
158
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$114M -$34.9M 2 2.38% Reduced
159
BAMCO Inc
BAMCO Inc
New York
$111M +$532K 2 0.29% Increased
160
Quantinno Capital Management
Quantinno Capital Management
New York
$111M +$22.2M 5 0.3% Increased
161
Los Angeles Capital Management
Los Angeles Capital Management
California
$109M -$28.5M 4 0.37% Reduced
162
STRS Ohio
STRS Ohio
Ohio
$107M -$28.3M 4 0.39% Reduced
163
Homestead Advisers
Homestead Advisers
Virginia
$105M -$4.19M 2 2.51% Reduced
164
Resona Asset Management
Resona Asset Management
Japan
$105M -$11.8M 2 0.5% Reduced
165
Danske Bank
Danske Bank
Denmark
$103M +$2.67M 4 0.26% Increased
166
APG Asset Management
APG Asset Management
Netherlands
$103M -$145K 2 0.29% Reduced
167
EULAV Asset Management
EULAV Asset Management
Florida
$99.7M -$6.49M 1 2.32% Reduced
168
Chevy Chase Trust
Chevy Chase Trust
Maryland
$97.2M -$3.49M 2 0.27% Reduced
169
Robeco Schweiz
Robeco Schweiz
Switzerland
$95M -$2.84M 1 2.14% Reduced
170
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$92.9M -$7.99M 6 0.12% Reduced
171
First Financial Bankshares
First Financial Bankshares
Texas
$92.4M +$138K 1 1.9% Increased
172
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$91.8M -$106M 3 0.34% Reduced
173
Korea Investment Corp
Korea Investment Corp
South Korea
$91.5M -$45M 2 0.19% Reduced
174
National Bank of Canada
National Bank of Canada
Quebec, Canada
$91.5M -$17.2M 4 0.09% Reduced
175
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$91.3M -$1.04M 5 0.29% Reduced