← 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
Lyrical Asset Management
Lyrical Asset Management
New York
$107M +$16.6M 1 2.55% Increased
52
Citadel Advisors
Citadel Advisors
Florida
$105M -$8.52M 3 0.1% Reduced
53
AL
AJO LP
Pennsylvania
$97.9M -$15.2M 1 0.45% Reduced
54
UBS AM
UBS AM
Illinois
$96.1M -$9.39M 5 0.11% Reduced
55
LSV Asset Management
LSV Asset Management
Illinois
$94.5M +$3.54M 3 0.21% Increased
56
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93.6M +$6.09M 5 0.1% Increased
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$92.9M -$4.9M 5 0.16% Reduced
58
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$92.5M +$16.1M 3 0.27% Increased
59
GC
GMT Capital
Georgia
$92.3M -$14.9M 3 2.34% Reduced
60
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$90.3M +$42.6M 1 2.12% Increased
61
USAA
United Services Automobile Association
Texas
$89.3M -$13.5M 2 0.33% Reduced
62
Charles Schwab
Charles Schwab
California
$88.4M +$2.19M 5 0.13% Increased
63
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$87.7M -$11.8M 5 0.14% Reduced
64
RS Investment Management
RS Investment Management
California
$87.5M +$24.2M 1 0.78% Increased
65
American Century Companies
American Century Companies
Missouri
$87.4M +$38M 3 0.11% Increased
66
Lazard Asset Management
Lazard Asset Management
New York
$86.5M +$55M 2 0.21% Increased
67
Prudential Financial
Prudential Financial
New Jersey
$82.3M +$31.5M 4 0.16% Increased
68
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$76.4M +$11.2M 2 1.05% Increased
69
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$75.4M +$3.84M 3 0.49% Increased
70
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$73.9M +$57.6M 1 0.22% Increased
71
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$71.9M +$840K 2 0.18% Increased
72
UBS Group
UBS Group
Switzerland
$71.6M +$7.77M 5 0.05% Increased
73
BlackRock Investment Management
BlackRock Investment Management
Delaware
$71.6M +$2.98M 5 0.1% Increased
74
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$70.8M +$15.8M 2 0.06% Increased
75
USSCPF
United States Steel & Carnegie Pension Fund
New York
$70.6M $0 1 1.57% Maintained