← 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
176	SRS Investment Management New York	$185M	+$128M	1	1.71%	New
177	Danske Bank Copenhagen K, Denmark	$177M	+$15M	4	0.35%	Increased
178	Osaic Holdings Scottsdale, Arizona	$174M	+$10.5M	15	0.2%	Increased
179	Capital World Investors Los Angeles, California	$174M	+$105M	2	0.02%	Increased
180	Treasurer of the State of North Carolina Raleigh, North Carolina	$171M	-$6.37M	6	0.44%	Reduced
181	Mackenzie Financial Toronto Ontario, Ontario, Canada	$169M	-$43.8M	5	0.17%	Reduced
182	State of Wisconsin Investment Board Madison, Wisconsin	$167M	+$3.66M	6	0.34%	Increased
183	Third Point New York	$167M	+$125M	1	3.57%	New
184	Haverford Trust Company Radnor, Pennsylvania	$166M	+$13.3M	2	1.43%	Increased
185	Woodline Partners San Francisco, California	$161M	+$50.7M	5	0.5%	Increased
186	Royal London Asset Management United Kingdom	$161M	-$2.41M	3	0.3%	Reduced
187	APG Asset Management Amsterdam, Netherlands	$160M	+$49.5M	3	0.39%	Increased
188	National Bank of Canada Montreal, Quebec, Canada	$160M	+$1.56M	9	0.11%	Increased
189	CI Investments Inc Toronto, Ontario, Canada	$158M	+$42.2M	6	0.51%	Increased
190	KLP Kapitalforvaltning Oslo, Norway	$155M	+$12.9M	6	0.5%	Increased
191	AMF Tjänstepension Stockholm, Sweden	$154M	+$773K	2	0.91%	Increased
192	WorldQuant Millennium Advisors New York	$153M	+$80.8M	4	0.53%	Increased
193	Nomura Holdings Tokyo, Japan	$152M	+$113M	6	0.18%	Increased
194	MAC Monarch Alternative Capital New York	$151M	+$82.2M	1	21.33%	Increased
195	Rockefeller Capital Management New York	$151M	+$18.6M	12	0.23%	Increased
196	Vanguard Investments Australia Victoria, Australia	$150M	+$4.19M	7	0.37%	Increased
197	STRS Ohio Columbus, Ohio	$146M	-$13.9M	11	0.55%	Reduced
198	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$144M	-$13.9M	5	0.31%	Reduced
199	Clal Insurance Tel-Aviv, Israel	$143M	-$6.45K	1	0.64%	Reduced
200	Chevy Chase Trust Bethesda, Maryland	$142M	+$19.6M	3	0.37%	Increased