← 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	BlackRock Advisors Wilmington, Delaware	$133M	-$9.1M	4	0.13%	Reduced
52	SSM Sound Shore Management Greenwich, Connecticut	$131M	-$10.2M	1	2.07%	Reduced
53	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$129M	+$1.43M	5	0.19%	Increased
54	Deutsche Bank Frankfurt Am Main Ge, Germany	$127M	-$44.6M	5	0.08%	Reduced
55	New York State Common Retirement Fund Albany, New York	$127M	-$5.13M	4	0.19%	Reduced
56	GC GMT Capital Atlanta, Georgia	$126M	-$10.3M	2	3.1%	Reduced
57	Viking Global Investors Stamford, Connecticut	$122M	+$118M	1	0.56%	New
58	AllianceBernstein Nashville, Tennessee	$120M	-$927K	5	0.1%	Reduced
59	California Public Employees Retirement System Sacramento, California	$119M	-$3.36M	5	0.16%	Reduced
60	PNC Financial Services Group Pittsburgh, Pennsylvania	$113M	-$16.6M	5	0.12%	Reduced
61	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$105M	-$24.8M	2	0.25%	Reduced
62	Charles Schwab San Francisco, California	$105M	+$6.66M	5	0.16%	Increased
63	CI Investments Inc Toronto, Ontario, Canada	$101M	+$32.6M	1	1.14%	Increased
64	IIM Ivory Investment Management New York	$100M	+$5.77M	1	3.21%	Increased
65	Allianz Asset Management Munich, Germany	$99.6M	-$39M	2	0.11%	Reduced
66	1832 Asset Management Toronto, Ontario, Canada	$95.4M	-$43.1M	1	0.3%	Reduced
67	Putnam Investments Boston, Massachusetts	$95.2M	-$3.59M	2	0.2%	Reduced
68	Royal Bank of Canada Toronto, Ontario, Canada	$94.9M	+$36.5M	4	0.06%	Increased
69	Balyasny Asset Management Chicago, Illinois	$94.7M	+$66.8M	3	0.87%	Increased
70	USSCPF United States Steel & Carnegie Pension Fund New York	$93.6M	+$90.8M	1	1.87%	New
71	Loomis, Sayles & Company Boston, Massachusetts	$92.2M	-$14M	2	0.26%	Reduced
72	Lyrical Asset Management New York	$91.5M	+$19.9M	1	2.78%	Increased
73	Prudential Financial Newark, New Jersey	$89.3M	+$28.8M	4	0.16%	Increased
74	Frontier Capital Management Boston, Massachusetts	$88.4M	-$31.5M	3	0.65%	Reduced
75	BlackRock New York	$87.8M	-$110K	5	0.13%	Reduced