← 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
$145M +$13M 4 0.16% Increased
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$143M +$3.03M 5 0.21% Increased
53
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$141M -$9.88M 5 0.09% Reduced
54
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$137M -$5.59M 3 0.35% Reduced
55
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$135M +$50.9M 2 0.41% Increased
56
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$133M -$17.5M 2 0.51% Reduced
57
BlackRock Investment Management
BlackRock Investment Management
Delaware
$132M -$3.82M 5 0.16% Reduced
58
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$132M -$30.4M 4 0.03% Reduced
59
GC
GMT Capital
Georgia
$118M +$5.36M 1 2.41% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$116M -$3.22M 5 0.19% Reduced
61
Adage Capital Partners
Adage Capital Partners
Massachusetts
$113M -$13.8M 2 0.31% Reduced
62
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$113M -$44K 1 2.38% Reduced
63
UBS Group
UBS Group
Switzerland
$112M +$10.5M 5 0.07% Increased
64
Swiss National Bank
Swiss National Bank
Switzerland
$112M -$1.6M 4 0.18% Reduced
65
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$106M -$20.1M 5 0.16% Reduced
66
Wasatch Advisors
Wasatch Advisors
Utah
$105M -$1.93M 2 1.57% Reduced
67
Raymond James & Associates
Raymond James & Associates
Florida
$104M +$8.83M 4 0.28% Increased
68
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$104M -$6.6M 1 0.43% Reduced
69
BlackRock
BlackRock
New York
$102M +$2.1M 5 0.15% Increased
70
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$97.8M +$2.35M 2 0.2% Increased
71
Principal Financial Group
Principal Financial Group
Iowa
$96.9M -$3.27M 3 0.13% Reduced
72
Franklin Resources
Franklin Resources
California
$95.3M +$8.04M 3 0.05% Increased
73
Ninety One (UK)
Ninety One (UK)
United Kingdom
$94.5M -$1.15M 1 0.46% Reduced
74
USAA
United Services Automobile Association
Texas
$94M -$4.23M 2 0.32% Reduced
75
APG Asset Management
APG Asset Management
Netherlands
$93.7M +$20.1M 2 0.16% Increased