← 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	Goldman Sachs New York	$156M	-$2.4M	5	0.05%	Reduced
52	New York State Common Retirement Fund Albany, New York	$150M	+$16.7M	5	0.23%	Increased
53	California Public Employees Retirement System Sacramento, California	$148M	+$13.8M	5	0.21%	Increased
54	USAA United Services Automobile Association San Antonio, Texas	$145M	+$4.95M	2	0.56%	Increased
55	Deutsche Bank Frankfurt Am Main Ge, Germany	$144M	+$32.6M	5	0.1%	Increased
56	Frontier Capital Management Boston, Massachusetts	$144M	-$1.27M	3	1.04%	Reduced
57	Adage Capital Partners Boston, Massachusetts	$139M	-$58.4M	2	0.38%	Reduced
58	UBS AM Chicago, Illinois	$137M	+$9.83M	4	0.15%	Increased
59	AL AJO LP Philadelphia, Pennsylvania	$132M	+$61.5M	1	0.58%	Increased
60	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$132M	-$5.34M	2	0.32%	Reduced
61	EARNEST Partners Atlanta, Georgia	$125M	-$2.33M	2	1.01%	Reduced
62	American Century Companies Kansas City, Missouri	$122M	-$11.9M	1	0.14%	Reduced
63	Loomis, Sayles & Company Boston, Massachusetts	$120M	+$7.15M	2	0.34%	Increased
64	SSM Sound Shore Management Greenwich, Connecticut	$118M	-$14.1M	1	2.03%	Reduced
65	PNC Financial Services Group Pittsburgh, Pennsylvania	$115M	+$4.11M	5	0.15%	Increased
66	Eaton Vance Management Boston, Massachusetts	$114M	+$21.4M	2	0.34%	Increased
67	SC Stralem & Co New York	$113M	-$8.17M	1	3.57%	Reduced
68	BlackRock New York	$111M	+$14.8M	5	0.18%	Increased
69	Russell Frank Company Seattle, Washington	$111M	-$13.2M	4	0.19%	Reduced
70	KeyBank National Association Cleveland, Ohio	$100M	-$4.17M	1	0.77%	Reduced
71	Charles Schwab San Francisco, California	$97.2M	-$18.6M	5	0.17%	Reduced
72	Tocqueville Asset Management New York	$96.6M	+$362K	3	1.27%	Increased
73	Royal Bank of Canada Toronto, Ontario, Canada	$96M	+$13.2M	5	0.07%	Increased
74	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$95.6M	+$16.9M	1	0.73%	Increased
75	Disciplined Growth Investors Minneapolis, Minnesota	$94.7M	-$27.3M	1	2.41%	Reduced