← 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
201
Brandes Investment Partners
Brandes Investment Partners
California
$64M -$15.6M 1 0.72% Reduced
202
CF
Corebridge Financial
Texas
$63.8M +$17.4M 6 0.35% Increased
203
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$63.4M +$1.48M 2 0.43% Increased
204
Vaughan David Investments
Vaughan David Investments
Illinois
$63.2M -$3.66M 1 1.49% Reduced
205
Pinnacle Associates
Pinnacle Associates
New York
$63.1M -$1.84M 3 0.86% Reduced
206
Merewether Investment Management
Merewether Investment Management
Texas
$62.8M +$8.92M 1 2.51% Increased
207
Prudential Financial
Prudential Financial
New Jersey
$61.9M -$57.4M 4 0.08% Reduced
208
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$61.6M +$4.47M 5 0.12% Increased
209
SG Americas Securities
SG Americas Securities
New York
$61.4M +$46.4M 5 0.25% Increased
210
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$61.1M -$1.08M 2 1.75% Reduced
211
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$61M +$23.2M 5 0.08% Increased
212
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$61M +$65.7M 4 0.29% New
213
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$60.1M +$3.89M 4 0.24% Increased
214
Carmignac Gestion
Carmignac Gestion
France
$59.7M +$3.24M 1 0.95% Increased
215
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$59.7M +$3.57M 4 0.22% Increased
216
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$59.6M +$1.63M 5 0.12% Increased
217
Cumberland Partners
Cumberland Partners
Ontario, Canada
$59.4M +$4.44M 1 4.14% Increased
218
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$59M +$64M 2 0.33% New
219
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$58.4M +$7.16M 2 0.86% Increased
220
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$57.8M +$3.45M 1 1.55% Increased
221
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$57.7M +$1.23M 3 0.21% Increased
222
Kodai Capital Management
Kodai Capital Management
Illinois
$57.6M +$21.9M 1 2.36% Increased
223
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$57M -$590K 6 0.22% Reduced
224
Temasek Holdings
Temasek Holdings
Singapore
$54.9M +$8M 2 0.22% Increased
225
MetLife Investment Management
MetLife Investment Management
New Jersey
$54.9M +$8.52M 6 0.3% Increased