← 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
USAA
United Services Automobile Association
Texas
$141M +$29.5M 3 0.56% Increased
52
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$138M +$27.3M 2 0.34% Increased
53
American Century Companies
American Century Companies
Missouri
$136M +$759K 2 0.16% Increased
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$135M +$18.9M 5 0.2% Increased
55
Frontier Capital Management
Frontier Capital Management
Massachusetts
$132M +$15.3M 3 0.98% Increased
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$130M -$8.61M 4 0.2% Reduced
57
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$129M -$46.7M 2 0.12% Reduced
58
UBS AM
UBS AM
Illinois
$126M +$5.29M 4 0.14% Increased
59
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$124M +$516K 1 3.23% Increased
60
PHS
PFM Health Sciences
California
$123M -$63.6M 1 2.48% Reduced
61
SC
Stralem & Co
New York
$123M -$18.2M 1 3.69% Reduced
62
Russell Frank Company
Russell Frank Company
Washington
$122M -$18.2M 4 0.22% Reduced
63
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$118M -$932K 1 3.31% Reduced
64
Charles Schwab
Charles Schwab
California
$117M +$3.86M 5 0.22% Increased
65
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$112M -$1.7M 5 0.15% Reduced
66
SSM
Sound Shore Management
Connecticut
$112M +$9.67M 1 1.89% Increased
67
Fred Alger Management
Fred Alger Management
New York
$112M -$5.09M 1 0.57% Reduced
68
EARNEST Partners
EARNEST Partners
Georgia
$112M +$108M 2 0.9% New
69
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$112M +$17.4M 2 0.34% Increased
70
1832 Asset Management
1832 Asset Management
Ontario, Canada
$110M +$36.7M 1 0.42% Increased
71
Deutsche Bank
Deutsche Bank
Germany
$110M -$18.6M 5 0.08% Reduced
72
RIM
Rainier Investment Management
Washington
$107M +$16.4M 1 1.11% Increased
73
KeyBank National Association
KeyBank National Association
Ohio
$106M -$2.77M 1 0.69% Reduced
74
Eagle Asset Management
Eagle Asset Management
Florida
$104M +$22.9M 1 0.58% Increased
75
GE
General Electric
Ohio
$102M +$3.14M 1 0.48% Increased
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