← 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	Loomis, Sayles & Company Boston, Massachusetts	$125M	+$7.69M	3	0.34%	Increased
52	New York State Common Retirement Fund Albany, New York	$124M	+$26.1M	5	0.18%	Increased
53	BlackRock Investment Management Wilmington, Delaware	$120M	+$41.1M	5	0.15%	Increased
54	Royal Bank of Canada Toronto, Ontario, Canada	$119M	+$11.1M	5	0.07%	Increased
55	UBS AM Chicago, Illinois	$118M	+$3.29M	4	0.13%	Increased
56	AQR Capital Management Greenwich, Connecticut	$115M	-$41.5M	4	0.2%	Reduced
57	Two Sigma Advisers New York	$115M	-$48.1M	4	0.58%	Reduced
58	Parametric Portfolio Associates Seattle, Washington	$114M	-$5.14M	5	0.18%	Reduced
59	Adage Capital Partners Boston, Massachusetts	$112M	-$11.4M	3	0.31%	Reduced
60	California Public Employees Retirement System Sacramento, California	$106M	-$2.43M	5	0.17%	Reduced
61	Cooke & Bieler Philadelphia, Pennsylvania	$103M	-$313K	1	2.28%	Reduced
62	Swiss National Bank Zurich, Switzerland	$102M	+$6.14M	4	0.16%	Increased
63	Hotchkis & Wiley Capital Management Los Angeles, California	$101M	-$1.36M	1	0.43%	Reduced
64	GC GMT Capital Atlanta, Georgia	$97.2M	+$12.2M	1	2.35%	Increased
65	UBS Group Zurich, Switzerland	$91.7M	+$718K	5	0.06%	Increased
66	Numeric Investors Boston, Massachusetts	$91.5M	+$17.8M	3	0.82%	Increased
67	Wasatch Advisors Salt Lake City, Utah	$91.4M	-$851K	2	1.4%	Reduced
68	USAA United Services Automobile Association San Antonio, Texas	$89.3M	-$13.1M	2	0.32%	Reduced
69	BlackRock New York	$89.2M	+$16M	5	0.13%	Increased
70	Victory Capital Management San Antonio, Texas	$87M	+$38M	3	0.35%	Increased
71	Principal Financial Group Des Moines, Iowa	$86.4M	+$1.07M	4	0.12%	Increased
72	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$86.1M	-$3.25M	2	0.19%	Reduced
73	Raymond James & Associates St Petersburg, Florida	$86M	+$44.7M	4	0.27%	Increased
74	Two Sigma Investments New York	$85.8M	-$44.1M	4	0.37%	Reduced
75	Schroder Investment Management Group London, United Kingdom	$83.9M	+$8.73M	2	0.17%	Increased