← 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
UBS AM
UBS AM
Illinois
$132M +$7.88M 5 0.13% Increased
52
Adage Capital Partners
Adage Capital Partners
Massachusetts
$127M +$48.5M 2 0.32% Increased
53
AL
AJO LP
Pennsylvania
$121M -$30.3M 1 0.52% Reduced
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$121M -$4.11M 5 0.18% Reduced
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$119M -$6.33M 5 0.18% Reduced
56
GC
GMT Capital
Georgia
$118M -$13.4M 3 3.09% Reduced
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115M -$1.53M 5 0.14% Reduced
58
Charles Schwab
Charles Schwab
California
$110M -$195K 5 0.15% Reduced
59
Lyrical Asset Management
Lyrical Asset Management
New York
$110M +$20M 1 2.88% Increased
60
AllianceBernstein
AllianceBernstein
Tennessee
$109M -$1.05M 4 0.09% Reduced
61
Eagle Asset Management
Eagle Asset Management
Florida
$101M -$78.2M 1 0.57% Reduced
62
LSV Asset Management
LSV Asset Management
Illinois
$97.8M +$13.2M 2 0.2% Increased
63
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$94.8M -$6.89M 5 0.11% Reduced
64
Calamos Advisors
Calamos Advisors
Illinois
$93.5M -$407K 1 0.58% Reduced
65
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$93.2M +$6.61M 3 0.58% Increased
66
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$93.1M -$3.14M 3 0.25% Reduced
67
Russell Frank Company
Russell Frank Company
Washington
$93M +$11.8M 4 0.15% Increased
68
USSCPF
United States Steel & Carnegie Pension Fund
New York
$92.9M $0 1 1.94% Maintained
69
Teachers Advisors
Teachers Advisors
New York
$91.2M +$1.22M 4 0.17% Increased
70
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$90.8M -$6.7M 2 0.21% Reduced
71
BlackRock Investment Management
BlackRock Investment Management
Delaware
$87.1M +$5.32M 5 0.11% Increased
72
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$84.5M +$5M 1 5.06% Increased
73
BlackRock
BlackRock
New York
$82.7M -$11.8M 5 0.12% Reduced
74
CI Investments Inc
CI Investments Inc
Ontario, Canada
$82.2M +$24.8M 1 0.91% Increased
75
UBS Group
UBS Group
Switzerland
$82.2M +$26.4M 5 0.05% Increased