← 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
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$122M +$14.4M 5 0.2% Increased
52
Franklin Resources
Franklin Resources
California
$122M -$138M 2 0.06% Reduced
53
Adage Capital Partners
Adage Capital Partners
Massachusetts
$120M +$39.7M 3 0.32% Increased
54
UBS AM
UBS AM
Illinois
$120M +$6.68M 4 0.14% Increased
55
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$118M +$2.83M 3 0.33% Increased
56
BlackRock Advisors
BlackRock Advisors
Delaware
$117M -$60M 5 0.12% Reduced
57
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$115M -$22.8M 5 0.09% Reduced
58
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$113M -$17.5M 5 0.07% Reduced
59
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$112M +$28M 2 0.1% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$110M -$2.24M 5 0.18% Reduced
61
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$108M -$4.15M 1 2.41% Reduced
62
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$107M -$14.4M 5 0.09% Reduced
63
USAA
United Services Automobile Association
Texas
$107M +$683K 2 0.39% Increased
64
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$107M -$23.9M 1 0.45% Reduced
65
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$100M -$4.95M 5 0.15% Reduced
66
Swiss National Bank
Swiss National Bank
Switzerland
$95M +$25.2M 5 0.17% Increased
67
American Century Companies
American Century Companies
Missouri
$94.8M +$6.32M 3 0.11% Increased
68
UBS Group
UBS Group
Switzerland
$94.7M -$51.8M 5 0.06% Reduced
69
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$93.2M +$1.63M 2 0.21% Increased
70
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$91.6M +$1.05M 2 1.19% Increased
71
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$88.7M -$1.77M 2 0.58% Reduced
72
GC
GMT Capital
Georgia
$87.4M +$14.4M 1 2.15% Increased
73
USSCPF
United States Steel & Carnegie Pension Fund
New York
$86.1M $0 1 1.99% Maintained
74
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$85.7M +$9.45M 2 1.39% Increased
75
Wasatch Advisors
Wasatch Advisors
Utah
$85.3M -$3.31M 2 1.3% Reduced