← 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
51
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$128M +$8.76M 4 0.22% Increased
52
American Century Companies
American Century Companies
Missouri
$121M -$86.9M 2 0.15% Reduced
53
SSM
Sound Shore Management
Connecticut
$120M -$35.5M 1 2.24% Reduced
54
Deutsche Bank
Deutsche Bank
Germany
$119M -$1.33M 5 0.09% Reduced
55
Citadel Advisors
Citadel Advisors
Florida
$114M -$53.7M 5 0.17% Reduced
56
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$114M -$105M 2 0.26% Reduced
57
UBS AM
UBS AM
Illinois
$112M +$2.33M 4 0.14% Increased
58
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$112M -$544K 1 3.26% Reduced
59
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$107M +$1.09M 1 3.91% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$107M +$3.58M 5 0.2% Increased
61
Fred Alger Management
Fred Alger Management
New York
$106M +$3.5M 1 0.59% Increased
62
Brandes Investment Partners
Brandes Investment Partners
California
$104M -$160M 1 1.34% Reduced
63
Frontier Capital Management
Frontier Capital Management
Massachusetts
$104M +$1.66M 3 0.8% Increased
64
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$103M -$1.27M 5 0.15% Reduced
65
Charles Schwab
Charles Schwab
California
$102M +$20.9M 5 0.21% Increased
66
Adage Capital Partners
Adage Capital Partners
Massachusetts
$101M -$31.5M 2 0.29% Reduced
67
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$101M +$3.85M 2 0.27% Increased
68
USAA
United Services Automobile Association
Texas
$99.7M +$2.15M 3 0.43% Increased
69
Cambiar Investors
Cambiar Investors
Colorado
$99.6M -$30.8M 1 1.63% Reduced
70
KeyBank National Association
KeyBank National Association
Ohio
$98.3M -$86.5M 1 0.68% Reduced
71
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$97.2M +$5.41M 1 2.3% Increased
72
Balyasny Asset Management
Balyasny Asset Management
Illinois
$91.4M +$49.2M 2 1.23% Increased
73
SRS Investment Management
SRS Investment Management
New York
$90.9M -$13.1M 1 5.49% Reduced
74
GE
General Electric
Ohio
$89.4M +$6.63M 1 0.45% Increased
75
Eaton Vance Management
Eaton Vance Management
Massachusetts
$87M -$5.94M 2 0.26% Reduced