← 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
IAM
Iridian Asset Management
Connecticut
$168M +$30.8M 1 1.49% Increased
52
Millennium Management
Millennium Management
New York
$154M +$47.6M 4 0.27% Increased
53
Teachers Advisors
Teachers Advisors
New York
$153M +$2.46M 5 0.22% Increased
54
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$138M -$5.4M 4 0.02% Reduced
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$137M -$18.4M 5 0.18% Reduced
56
GC
GMT Capital
Georgia
$133M -$1.02M 1 2.87% Reduced
57
Neuberger Berman Group
Neuberger Berman Group
New York
$129M -$30.1M 4 0.17% Reduced
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$128M +$1.57M 5 0.21% Increased
59
Russell Investments Group
Russell Investments Group
United Kingdom
$127M -$3.14M 4 0.23% Reduced
60
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$121M +$10.1M 2 0.27% Increased
61
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$119M +$23.9M 5 0.14% Increased
62
APG Asset Management
APG Asset Management
Netherlands
$118M +$8.22M 2 0.22% Increased
63
Principal Financial Group
Principal Financial Group
Iowa
$112M -$9.34M 3 0.11% Reduced
64
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$107M -$2.34M 1 0.43% Reduced
65
Prudential Financial
Prudential Financial
New Jersey
$104M -$16.1M 3 0.15% Reduced
66
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$101M +$4.48M 2 0.2% Increased
67
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$101M +$521K 2 0.65% Increased
68
Wasatch Advisors
Wasatch Advisors
Utah
$101M +$3.68M 2 1.41% Increased
69
Bank of Montreal
Bank of Montreal
Ontario, Canada
$101M -$3.2M 5 0.1% Reduced
70
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$101M -$67.4M 1 0.52% Reduced
71
USAA
United Services Automobile Association
Texas
$97.9M +$1.97M 4 0.3% Increased
72
Credit Agricole
Credit Agricole
France
$94.1M +$24.9M 4 0.31% Increased
73
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$93.4M +$60.4M 3 0.39% Increased
74
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$92.5M -$33.4M 1 1.78% Reduced
75
Two Sigma Advisers
Two Sigma Advisers
New York
$90.9M -$515K 3 0.3% Reduced