← 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
LSV Asset Management
LSV Asset Management
Illinois
$110M +$9.23M 3 0.24% Increased
52
Millennium Management
Millennium Management
New York
$105M +$90.4M 4 0.22% Increased
53
AL
AJO LP
Pennsylvania
$104M +$60.7K 1 0.45% Increased
54
Lyrical Asset Management
Lyrical Asset Management
New York
$104M +$4.69M 1 2.56% Increased
55
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M +$7.33M 5 0.1% Increased
56
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$101M +$29.8M 4 0.46% Increased
57
Charles Schwab
Charles Schwab
California
$99.2M +$8.17M 5 0.13% Increased
58
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$99.1M -$281K 3 0.28% Reduced
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$97.4M +$283K 5 0.15% Increased
60
WI
WHV Investments
California
$96M -$36.6M 1 4.24% Reduced
61
UBS AM
UBS AM
Illinois
$95.7M -$3.16M 4 0.11% Reduced
62
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$93.6M +$2.13M 1 2.06% Increased
63
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$90.6M +$14.9M 2 0.27% Increased
64
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$90.5M +$37.8M 4 0.15% Increased
65
Lazard Asset Management
Lazard Asset Management
New York
$89.4M +$1.7M 2 0.2% Increased
66
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$89.1M -$1.7M 5 0.14% Reduced
67
Wasatch Advisors
Wasatch Advisors
Utah
$89M +$11.1M 2 1.23% Increased
68
USAA
United Services Automobile Association
Texas
$88.3M -$2.65M 2 0.31% Reduced
69
Renaissance Technologies
Renaissance Technologies
New York
$84.6M +$20.6M 4 0.18% Increased
70
Prudential Financial
Prudential Financial
New Jersey
$80.4M -$5.6M 4 0.15% Reduced
71
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$79.5M +$147K 2 1.07% Increased
72
Russell Frank Company
Russell Frank Company
Washington
$77.8M +$31.3M 4 0.14% Increased
73
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$77.3M +$3.92M 2 0.18% Increased
74
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$75.9M -$930K 3 0.48% Reduced
75
BlackRock
BlackRock
New York
$74.9M +$10.7M 5 0.11% Increased