← 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	GC GMT Capital Atlanta, Georgia	$143M	-$6.24M	2	3.45%	Reduced
52	Fidelity International Hamilton, Bermuda	$139M	-$5.42M	1	0.45%	Reduced
53	UBS AM Chicago, Illinois	$128M	-$9.72M	5	0.12%	Reduced
54	Viking Global Investors Stamford, Connecticut	$128M	+$5.87M	1	0.49%	Increased
55	New York State Common Retirement Fund Albany, New York	$127M	-$2.8M	4	0.19%	Reduced
56	California Public Employees Retirement System Sacramento, California	$119M	$0	5	0.16%	Maintained
57	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$117M	-$12.5M	5	0.15%	Reduced
58	AllianceBernstein Nashville, Tennessee	$113M	-$10.3M	5	0.09%	Reduced
59	Charles Schwab San Francisco, California	$112M	+$6.21M	5	0.16%	Increased
60	PNC Financial Services Group Pittsburgh, Pennsylvania	$102M	-$10.8M	5	0.11%	Reduced
61	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$99.3M	-$7.2M	2	0.23%	Reduced
62	Loomis, Sayles & Company Boston, Massachusetts	$97.1M	+$3.45M	3	0.27%	Increased
63	BlackRock New York	$96.4M	+$6.55M	5	0.13%	Increased
64	STRS Ohio Columbus, Ohio	$95M	+$12.6M	4	0.42%	Increased
65	Calamos Advisors Naperville, Illinois	$94.6M	-$45M	1	0.59%	Reduced
66	LSV Asset Management Chicago, Illinois	$93.9M	+$8.01M	2	0.2%	Increased
67	USSCPF United States Steel & Carnegie Pension Fund New York	$93.6M	$0	1	1.9%	Maintained
68	Acadian Asset Management Boston, Massachusetts	$93.2M	+$3.61M	2	0.43%	Increased
69	Lyrical Asset Management New York	$91.7M	+$229K	1	2.75%	Increased
70	IIM Ivory Investment Management New York	$90.9M	-$20.7M	1	2.15%	Reduced
71	Teachers Advisors New York	$90.4M	+$13.3M	5	0.17%	Increased
72	Prudential Financial Newark, New Jersey	$89.4M	-$803K	5	0.15%	Reduced
73	Two Sigma Investments New York	$88.3M	+$44M	3	0.41%	Increased
74	Brandywine Global Investment Management Philadelphia, Pennsylvania	$87.3M	+$85.7M	3	0.56%	Increased
75	Factory Mutual Insurance Waltham, Massachusetts	$85.7M	-$2.33M	2	1.13%	Reduced