← 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
BlackRock Investment Management
BlackRock Investment Management
Delaware
$145M +$7.53M 5 0.17% Increased
52
Two Sigma Advisers
Two Sigma Advisers
New York
$143M +$51.2M 3 0.55% Increased
53
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$142M +$5.7M 1 0.74% Increased
54
UBS Group
UBS Group
Switzerland
$141M +$25.4M 5 0.08% Increased
55
Capital Guardian Trust
Capital Guardian Trust
California
$141M -$18.1M 2 1.11% Reduced
56
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$135M -$3.03M 2 0.41% Reduced
57
Raymond James & Associates
Raymond James & Associates
Florida
$132M +$24.4M 4 0.34% Increased
58
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$131M -$10.8M 4 0.03% Reduced
59
GC
GMT Capital
Georgia
$120M -$4.73M 1 2.5% Reduced
60
Swiss National Bank
Swiss National Bank
Switzerland
$115M -$298K 4 0.18% Reduced
61
Franklin Resources
Franklin Resources
California
$115M +$14.6M 3 0.06% Increased
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$115M -$6.26M 5 0.19% Reduced
63
Principal Financial Group
Principal Financial Group
Iowa
$114M +$9.87M 3 0.15% Increased
64
Prudential Financial
Prudential Financial
New Jersey
$114M -$40.8M 3 0.18% Reduced
65
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$113M -$1.85M 1 2.25% Reduced
66
BlackRock Advisors
BlackRock Advisors
Delaware
$108M +$30.1M 5 0.11% Increased
67
Frontier Capital Management
Frontier Capital Management
Massachusetts
$108M +$27.4M 2 0.83% Increased
68
Wasatch Advisors
Wasatch Advisors
Utah
$107M +$15.9K 2 1.62% Increased
69
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$107M -$2.53M 4 0.15% Reduced
70
Adage Capital Partners
Adage Capital Partners
Massachusetts
$103M -$12M 2 0.28% Reduced
71
BlackRock
BlackRock
New York
$103M -$2.23M 5 0.15% Reduced
72
Russell Investments Group
Russell Investments Group
United Kingdom
$100M +$96.9M 4 0.2% New
73
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$98.3M -$7.58M 1 0.4% Reduced
74
APG Asset Management
APG Asset Management
Netherlands
$95.9M +$4.69M 2 0.18% Increased
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$93.4M +$25.1M 2 0.2% Increased