← 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	Allianz Asset Management Munich, Germany	$131M	-$31.9M	3	0.16%	Reduced
52	Adage Capital Partners Boston, Massachusetts	$131M	-$55.3M	2	0.32%	Reduced
53	1832 Asset Management Toronto, Ontario, Canada	$131M	+$11.5M	1	0.43%	Increased
54	UBS AM Chicago, Illinois	$127M	+$3.36M	5	0.13%	Increased
55	Brandes Investment Partners La Jolla, California	$122M	-$11.2M	1	1.62%	Reduced
56	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$121M	+$2.77M	2	0.3%	Increased
57	New York State Common Retirement Fund Albany, New York	$121M	-$7.49M	5	0.18%	Reduced
58	PNC Financial Services Group Pittsburgh, Pennsylvania	$121M	+$25.8M	5	0.14%	Increased
59	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$119M	-$38M	5	0.18%	Reduced
60	Goldman Sachs New York	$118M	-$43.9M	5	0.04%	Reduced
61	California Public Employees Retirement System Sacramento, California	$118M	-$10.4M	5	0.16%	Reduced
62	Hardman Johnston Global Advisors Stamford, Connecticut	$115M	+$49.1M	1	6.33%	Increased
63	AllianceBernstein Nashville, Tennessee	$110M	+$43.8M	5	0.09%	Increased
64	Frontier Capital Management Boston, Massachusetts	$108M	-$24.3M	3	0.87%	Reduced
65	Loomis, Sayles & Company Boston, Massachusetts	$98.3M	-$657K	2	0.29%	Reduced
66	Putnam Investments Boston, Massachusetts	$91.6M	+$22.3M	2	0.19%	Increased
67	Charles Schwab San Francisco, California	$90.9M	+$4.46M	5	0.15%	Increased
68	Credit Suisse Zurich, Switzerland	$90.8M	+$4.86M	5	0.07%	Increased
69	IIM Ivory Investment Management New York	$86.7M	+$4.05M	1	2.85%	Increased
70	Russell Frank Company Seattle, Washington	$85.8M	-$12.8M	3	0.15%	Reduced
71	Schroder Investment Management Group London, United Kingdom	$84.6M	-$84.7M	3	0.11%	Reduced
72	BlackRock New York	$81.8M	+$1.84M	5	0.12%	Increased
73	D.E. Shaw & Co New York	$81.4M	+$36.4M	4	0.11%	Increased
74	Citadel Advisors Miami, Florida	$81M	-$33.6M	4	0.08%	Reduced
75	SC Stralem & Co New York	$77.6M	-$10.2M	1	3.12%	Reduced