← 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	Teachers Advisors New York	$170M	+$18M	5	0.2%	Increased
52	Wasatch Advisors Salt Lake City, Utah	$163M	+$17.7M	3	1.87%	Increased
53	OppenheimerFunds New York	$161M	-$1.71M	3	0.19%	Reduced
54	Swiss National Bank Zurich, Switzerland	$156M	-$5.53M	4	0.17%	Reduced
55	D.E. Shaw & Co New York	$154M	+$26.3M	4	0.18%	Increased
56	Frontier Capital Management Boston, Massachusetts	$152M	-$7.68M	2	0.98%	Reduced
57	Parametric Portfolio Associates Seattle, Washington	$151M	+$3.48M	5	0.13%	Increased
58	Waddell & Reed Financial Overland Park, Kansas	$149M	-$9.57M	2	0.33%	Reduced
59	Jennison Associates New York	$143M	-$15.4M	4	0.13%	Reduced
60	California Public Employees Retirement System Sacramento, California	$140M	-$7.52M	5	0.18%	Reduced
61	First Trust Advisors Wheaton, Illinois	$135M	+$18.5M	4	0.25%	Increased
62	Renaissance Technologies New York	$134M	+$29.1M	3	0.14%	Increased
63	T. Rowe Price Associates Baltimore, Maryland	$127M	-$6.05M	5	0.02%	Reduced
64	Millennium Management New York	$124M	+$31M	5	0.15%	Increased
65	Credit Suisse Zurich, Switzerland	$116M	-$7M	4	0.1%	Reduced
66	Barclays London, United Kingdom	$115M	+$758K	6	0.08%	Increased
67	Two Sigma Investments New York	$114M	+$45.5M	3	0.31%	Increased
68	TimesSquare Capital Management New York	$114M	-$11.4M	2	0.75%	Reduced
69	Principal Financial Group Des Moines, Iowa	$112M	-$3.22M	3	0.1%	Reduced
70	USAA United Services Automobile Association San Antonio, Texas	$111M	-$5.14M	4	0.28%	Reduced
71	Cooke & Bieler Philadelphia, Pennsylvania	$110M	+$2.09M	1	1.88%	Increased
72	Lord, Abbett & Co Jersey City, New Jersey	$109M	-$6.68M	4	0.3%	Reduced
73	CAM Contour Asset Management New York	$106M	-$777K	1	3.73%	Reduced
74	Polar Capital London, United Kingdom	$106M	+$14.5M	2	0.9%	Increased
75	Amundi Asset Management US Boston, Massachusetts	$106M	+$11M	3	0.14%	Increased