← 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
SSM
Sound Shore Management
Connecticut
$147M -$32.7M 1 2.44% Reduced
52
Teachers Advisors
Teachers Advisors
New York
$145M +$45.1M 5 0.21% Increased
53
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$144M -$9.6M 4 0.03% Reduced
54
IAM
Iridian Asset Management
Connecticut
$142M -$39.1M 1 1.28% Reduced
55
GC
GMT Capital
Georgia
$139M -$985K 1 2.93% Reduced
56
Franklin Resources
Franklin Resources
California
$132M -$581K 3 0.07% Reduced
57
Russell Investments Group
Russell Investments Group
United Kingdom
$126M +$13.9M 4 0.23% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$124M -$5.67M 5 0.2% Reduced
59
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$123M -$25.5M 2 0.37% Reduced
60
Frontier Capital Management
Frontier Capital Management
Massachusetts
$121M -$2.21M 2 0.9% Reduced
61
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$121M -$4.39M 1 2.35% Reduced
62
Principal Financial Group
Principal Financial Group
Iowa
$121M -$12.3M 3 0.15% Reduced
63
Prudential Financial
Prudential Financial
New Jersey
$118M -$12.5M 3 0.18% Reduced
64
Millennium Management
Millennium Management
New York
$109M +$83.1M 5 0.2% Increased
65
APG Asset Management
APG Asset Management
Netherlands
$107M -$6.19M 2 0.2% Reduced
66
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$107M +$6.24M 2 0.71% Increased
67
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$106M +$1.84M 2 0.22% Increased
68
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$104M -$4.36M 1 0.41% Reduced
69
Bank of Montreal
Bank of Montreal
Ontario, Canada
$104M +$15.3M 4 0.1% Increased
70
Pzena Investment Management
Pzena Investment Management
New York
$96.1M -$7.07M 1 0.54% Reduced
71
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$93.8M -$5.64M 2 0.19% Reduced
72
Two Sigma Advisers
Two Sigma Advisers
New York
$93.8M -$65.6M 3 0.31% Reduced
73
Wasatch Advisors
Wasatch Advisors
Utah
$93.3M -$26M 2 1.38% Reduced
74
USAA
United Services Automobile Association
Texas
$93M +$7.36M 4 0.29% Increased
75
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$92.3M -$26.5M 5 0.14% Reduced
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