← 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
Regions Financial Corp
Regions Financial Corp
Alabama
$34M -$2.26M 1 0.32% Reduced
177
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.5M -$3.27M 4 0.28% Reduced
178
Asset Management One
Asset Management One
Japan
$33.2M -$604K 2 0.16% Reduced
179
Osaic Holdings
Osaic Holdings
Arizona
$32.3M +$369K 8 0.07% Increased
180
Aviva
Aviva
United Kingdom
$32.1M +$8.7M 3 0.17% Increased
181
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$32.1M -$6.26M 1 0.52% Reduced
182
Nomura Asset Management
Nomura Asset Management
Japan
$31M +$1.06M 3 0.19% Increased
183
Meag Munich Ergo
Meag Munich Ergo
Germany
$30.3M +$11.9M 1 1.81% Increased
184
SCM
Sandler Capital Management
New York
$29.8M +$25.4M 1 3.16% Increased
185
Snyder Capital Management
Snyder Capital Management
California
$29.8M -$488K 1 0.81% Reduced
186
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$29.5M -$7.43M 1 0.28% Reduced
187
Pinnacle Associates
Pinnacle Associates
New York
$29.5M +$3.05M 2 0.64% Increased
188
National Pension Service
National Pension Service
South Korea
$29M +$313K 1 0.06% Increased
189
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$28.9M +$1.18M 2 0.18% Increased
190
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$28.8M -$2.53M 3 0.09% Reduced
191
Alyeska Investment Group
Alyeska Investment Group
Illinois
$28.8M -$562K 1 0.33% Reduced
192
CET
Clean Energy Transition
United Kingdom
$28.7M -$9.19M 1 5.56% Reduced
193
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$28.7M -$39.6K 5 0.16% Reduced
194
FCI
Financial Counselors Inc
Kansas
$28.6M +$1.54M 2 0.67% Increased
195
Royal London Asset Management
Royal London Asset Management
United Kingdom
$27.8M $0 3 0.13% Maintained
196
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$27.6M -$6.64M 5 0.16% Reduced
197
LMR Partners
LMR Partners
United Kingdom
$27.5M +$15.4M 2 0.46% Increased
198
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$27.4M -$56.5K 1 1.17% Reduced
199
ACM
Argent Capital Management
Missouri
$27.2M -$511K 1 1.03% Reduced
200
Pendal Group
Pendal Group
Australia
$26M -$6.42M 1 0.26% Reduced