← 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	Fidelity International Hamilton, Bermuda	$157M	-$13.1M	1	0.59%	Reduced
52	California Public Employees Retirement System Sacramento, California	$149M	-$9.06M	5	0.2%	Reduced
53	New York State Common Retirement Fund Albany, New York	$148M	-$8.49M	5	0.22%	Reduced
54	UBS AM Chicago, Illinois	$147M	+$3.42M	5	0.15%	Increased
55	1832 Asset Management Toronto, Ontario, Canada	$146M	-$28.9M	1	0.46%	Reduced
56	AL AJO LP Philadelphia, Pennsylvania	$144M	-$13.4M	1	0.62%	Reduced
57	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$143M	+$5.45M	2	0.33%	Increased
58	Brandes Investment Partners La Jolla, California	$143M	-$58.3M	1	1.72%	Reduced
59	SSM Sound Shore Management Greenwich, Connecticut	$142M	+$254K	1	2.3%	Increased
60	EARNEST Partners Atlanta, Georgia	$140M	-$2.04M	2	1.11%	Reduced
61	Capital Research Global Investors Los Angeles, California	$138M	-$89.9M	2	0.05%	Reduced
62	Frontier Capital Management Boston, Massachusetts	$133M	-$5.4M	3	0.98%	Reduced
63	PNC Financial Services Group Pittsburgh, Pennsylvania	$119M	+$879K	5	0.15%	Increased
64	Citadel Advisors Miami, Florida	$119M	-$56.6M	4	0.14%	Reduced
65	Russell Frank Company Seattle, Washington	$114M	-$3.68M	3	0.2%	Reduced
66	Loomis, Sayles & Company Boston, Massachusetts	$113M	-$11.2M	2	0.32%	Reduced
67	SC Stralem & Co New York	$106M	-$10.2M	1	3.6%	Reduced
68	American Century Companies Kansas City, Missouri	$104M	-$19.7M	2	0.12%	Reduced
69	Charles Schwab San Francisco, California	$104M	+$4.33M	5	0.18%	Increased
70	Eaton Vance Management Boston, Massachusetts	$103M	-$14.5M	3	0.3%	Reduced
71	Credit Suisse Zurich, Switzerland	$102M	+$4.84M	5	0.08%	Increased
72	Royal Bank of Canada Toronto, Ontario, Canada	$101M	+$1.73M	5	0.07%	Increased
73	BlackRock New York	$96.6M	-$17.2M	5	0.14%	Reduced
74	Teachers Advisors New York	$95M	+$405K	5	0.19%	Increased
75	STRS Ohio Columbus, Ohio	$89.8M	+$43.7M	2	0.4%	Increased