← 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	New York State Common Retirement Fund Albany, New York	$163M	+$15.8M	5	0.2%	Increased
52	LM Luminus Management Houston, Texas	$162M	+$103M	1	3.45%	Increased
53	Waddell & Reed Financial Overland Park, Kansas	$145M	+$9.47M	3	0.32%	Increased
54	California Public Employees Retirement System Sacramento, California	$145M	+$3.82M	5	0.2%	Increased
55	Neuberger Berman Group New York	$133M	-$3.06M	4	0.15%	Reduced
56	Schroder Investment Management Group London, United Kingdom	$133M	-$102M	3	0.22%	Reduced
57	Parametric Portfolio Associates Seattle, Washington	$132M	+$3.71M	5	0.13%	Increased
58	Two Sigma Advisers New York	$122M	+$28.7M	4	0.33%	Increased
59	D.E. Shaw & Co New York	$121M	+$58.2M	5	0.17%	Increased
60	Lord, Abbett & Co Jersey City, New Jersey	$118M	+$6.95M	4	0.33%	Increased
61	Principal Financial Group Des Moines, Iowa	$117M	+$2.69M	4	0.11%	Increased
62	Teachers Advisors New York	$116M	+$3.68M	5	0.15%	Increased
63	Wasatch Advisors Salt Lake City, Utah	$115M	-$2.34M	2	1.53%	Reduced
64	APG Asset Management Amsterdam, Netherlands	$113M	-$25.8M	3	0.21%	Reduced
65	Columbia Wanger Asset Management Chicago, Illinois	$112M	+$8.62M	2	1.68%	Increased
66	OppenheimerFunds New York	$109M	-$13.5M	4	0.13%	Reduced
67	Two Sigma Investments New York	$109M	+$92.1M	3	0.35%	Increased
68	Russell Investments Group London, United Kingdom	$109M	-$30.1M	5	0.18%	Reduced
69	Renaissance Technologies New York	$108M	+$63.9M	4	0.12%	Increased
70	Hotchkis & Wiley Capital Management Los Angeles, California	$106M	-$770K	1	0.4%	Reduced
71	Credit Suisse Zurich, Switzerland	$105M	+$14.8M	4	0.09%	Increased
72	USAA United Services Automobile Association San Antonio, Texas	$101M	+$591K	4	0.28%	Increased
73	Millennium Management New York	$99M	+$81.2M	4	0.14%	Increased
74	Robeco Institutional Asset Management Rotterdam, Netherlands	$97.6M	-$4.33M	3	0.51%	Reduced
75	GC GMT Capital Atlanta, Georgia	$97.6M	-$47.5M	1	1.99%	Reduced