← 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
Swiss National Bank
Swiss National Bank
Switzerland
$172M +$844K 4 0.2% Increased
52
APG Asset Management
APG Asset Management
Netherlands
$158M +$39.4M 3 0.26% Increased
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$150M +$4.99M 5 0.19% Increased
54
Adage Capital Partners
Adage Capital Partners
Massachusetts
$145M +$84.6M 3 0.35% Increased
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$139M +$6.47M 5 0.21% Increased
56
Russell Investments Group
Russell Investments Group
United Kingdom
$136M +$5.58M 4 0.23% Increased
57
GC
GMT Capital
Georgia
$134M -$2.03M 1 2.68% Reduced
58
Neuberger Berman Group
Neuberger Berman Group
New York
$131M -$360K 4 0.16% Reduced
59
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$130M +$5.21M 2 0.29% Increased
60
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$125M +$3.08M 5 0.14% Increased
61
Principal Financial Group
Principal Financial Group
Iowa
$120M -$3.41M 4 0.12% Reduced
62
OppenheimerFunds
OppenheimerFunds
New York
$118M -$74.6M 4 0.14% Reduced
63
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$116M -$7.8M 3 0.72% Reduced
64
Wasatch Advisors
Wasatch Advisors
Utah
$111M -$159K 2 1.51% Reduced
65
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$111M +$36M 2 1.65% Increased
66
Teachers Advisors
Teachers Advisors
New York
$109M -$46M 5 0.15% Reduced
67
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$104M -$44.7M 4 0.02% Reduced
68
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$104M -$1.23M 1 0.41% Reduced
69
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$103M +$21.5M 4 0.3% Increased
70
USAA
United Services Automobile Association
Texas
$97.2M -$704K 4 0.28% Reduced
71
Bank of Montreal
Bank of Montreal
Ontario, Canada
$97.2M -$10.1M 5 0.09% Reduced
72
Prudential Financial
Prudential Financial
New Jersey
$94.2M -$18.2M 3 0.14% Reduced
73
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$92.8M -$1.81M 3 0.33% Reduced
74
Two Sigma Advisers
Two Sigma Advisers
New York
$92M -$5.45M 3 0.26% Reduced
75
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$91.7M -$8.92M 2 0.17% Reduced