← 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 Greenwich, Connecticut	$163M	-$22.8M	1	2.63%	Reduced
52	New York State Common Retirement Fund Albany, New York	$158M	-$5.47M	5	0.2%	Reduced
53	UBS Group Zurich, Switzerland	$157M	-$17.2M	6	0.07%	Reduced
54	LSV Asset Management Chicago, Illinois	$157M	+$5.78M	3	0.25%	Increased
55	Swiss National Bank Zurich, Switzerland	$153M	-$23.2M	4	0.19%	Reduced
56	California Public Employees Retirement System Sacramento, California	$144M	+$1M	5	0.21%	Increased
57	Waddell & Reed Financial Overland Park, Kansas	$143M	-$3.14M	3	0.32%	Reduced
58	Teachers Advisors New York	$141M	+$25.7M	4	0.18%	Increased
59	Parametric Portfolio Associates Seattle, Washington	$139M	+$7.81M	5	0.14%	Increased
60	T. Rowe Price Associates Baltimore, Maryland	$132M	+$38.4M	5	0.02%	Increased
61	D.E. Shaw & Co New York	$131M	+$17.2M	5	0.18%	Increased
62	OppenheimerFunds New York	$124M	+$13.9M	4	0.16%	Increased
63	Wasatch Advisors Salt Lake City, Utah	$123M	+$4.92M	3	1.59%	Increased
64	Credit Suisse Zurich, Switzerland	$123M	+$18M	4	0.11%	Increased
65	Principal Financial Group Des Moines, Iowa	$117M	+$754K	4	0.11%	Increased
66	First Trust Advisors Wheaton, Illinois	$113M	+$20.9M	4	0.26%	Increased
67	Russell Investments Group London, United Kingdom	$112M	+$2.89M	5	0.19%	Increased
68	Lord, Abbett & Co Jersey City, New Jersey	$110M	-$5.15M	4	0.33%	Reduced
69	Hotchkis & Wiley Capital Management Los Angeles, California	$105M	-$2.72M	1	0.42%	Reduced
70	Renaissance Technologies New York	$103M	-$954K	5	0.11%	Reduced
71	USAA United Services Automobile Association San Antonio, Texas	$103M	+$3.65M	4	0.28%	Increased
72	Capital World Investors Los Angeles, California	$102M	+$19.3M	1	0.02%	Increased
73	Two Sigma Advisers New York	$100M	-$18.8M	4	0.27%	Reduced
74	Congress Asset Management Boston, Massachusetts	$100M	+$1.83M	2	1.41%	Increased
75	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$97.1M	+$4.52M	2	0.17%	Increased