← 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
KeyBank National Association
KeyBank National Association
Ohio
$91M -$1.11M 2 0.32% Reduced
177
Tidal Investments
Tidal Investments
Wisconsin
$90.8M +$39.4M 5 0.18% Increased
178
Rockefeller Capital Management
Rockefeller Capital Management
New York
$90.7M -$1.37M 7 0.18% Reduced
179
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$89.8M -$2.37M 2 0.11% Reduced
180
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$89.2M -$3.64M 2 0.87% Reduced
181
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$88.2M -$11.7M 4 0.28% Reduced
182
Regions Financial Corp
Regions Financial Corp
Alabama
$87.6M +$5.7M 3 0.57% Increased
183
JSC
J. Stern & Co
United Kingdom
$87.4M +$832K 1 6.61% Increased
184
Westwood Holdings Group
Westwood Holdings Group
Texas
$85.5M -$14.8M 3 0.61% Reduced
185
Prudential Financial
Prudential Financial
New Jersey
$85.4M +$2.86M 4 0.1% Increased
186
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$85.2M -$211K 5 0.34% Reduced
187
Asset Management One
Asset Management One
Japan
$84.4M -$4.6M 3 0.24% Reduced
188
Midwest Trust
Midwest Trust
Kansas
$82.4M -$67.9K 2 1.07% Reduced
189
Saturna Capital
Saturna Capital
Washington
$82.4M +$767K 2 1.06% Increased
190
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$82.1M +$7.08M 3 1.09% Increased
191
HRT Financial
HRT Financial
New York
$81.6M +$71.5M 6 0.3% Increased
192
ORIO
Old Republic International (ORI)
Illinois
$81.2M $0 1 3.01% Maintained
193
Carmignac Gestion
Carmignac Gestion
France
$81.1M -$59.8M 1 1.21% Reduced
194
MetLife Investment Management
MetLife Investment Management
New Jersey
$80.6M +$15.2M 5 0.39% Increased
195
Candriam SCA
Candriam SCA
Luxembourg
$79.1M +$4.51M 1 0.41% Increased
196
Mercer Global Advisors
Mercer Global Advisors
Colorado
$77.4M +$20.3M 4 0.13% Increased
197
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$77M +$27.1M 5 0.11% Increased
198
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$76.9M +$2.3M 4 0.28% Increased
199
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$76M +$411K 2 1.43% Increased
200
Commerce Bank
Commerce Bank
Missouri
$75M -$1.41M 5 0.42% Reduced