← 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	Lyrical Asset Management New York	$122M	+$1.96M	1	1.85%	Increased
52	Swiss National Bank Zurich, Switzerland	$121M	+$1.52M	4	0.16%	Increased
53	Capital International Investors Los Angeles, California	$120M	-$49.3M	1	0.06%	Reduced
54	Glenview Capital Management New York	$119M	-$18M	1	1.15%	Reduced
55	Alyeska Investment Group Chicago, Illinois	$118M	+$91.7M	3	1.71%	Increased
56	T. Rowe Price Associates Baltimore, Maryland	$115M	+$9.55M	5	0.02%	Increased
57	Renaissance Technologies New York	$114M	+$10.6M	5	0.12%	Increased
58	ClearBridge Investments New York	$113M	+$26.9M	3	0.11%	Increased
59	Frontier Capital Management Boston, Massachusetts	$110M	-$23.1M	2	0.89%	Reduced
60	Cooke & Bieler Philadelphia, Pennsylvania	$102M	+$15.6M	1	2.06%	Increased
61	California Public Employees Retirement System Sacramento, California	$101M	-$7.76M	5	0.14%	Reduced
62	Teachers Advisors New York	$99.6M	-$42.3M	5	0.14%	Reduced
63	TimesSquare Capital Management New York	$96.6M	+$2.29M	2	0.83%	Increased
64	Russell Investments Group London, United Kingdom	$95.8M	+$18.1M	5	0.21%	Increased
65	Credit Suisse Zurich, Switzerland	$93M	+$2.79M	5	0.1%	Increased
66	Congress Asset Management Boston, Massachusetts	$90.3M	-$938K	2	1.36%	Reduced
67	Factory Mutual Insurance Waltham, Massachusetts	$90M	+$24.2M	2	1.15%	Increased
68	Principal Financial Group Des Moines, Iowa	$89.6M	-$3.21M	3	0.1%	Reduced
69	USAA United Services Automobile Association San Antonio, Texas	$89.4M	+$6.74M	4	0.26%	Increased
70	Barclays London, United Kingdom	$88.1M	-$2.69M	5	0.07%	Reduced
71	Zevenbergen Capital Investments Edmonds, Washington	$78.8M	-$1.73M	1	3.43%	Reduced
72	Robeco Schweiz Zurich, Switzerland	$77.6M	+$2.15M	2	3.59%	Increased
73	Lord, Abbett & Co Jersey City, New Jersey	$76.8M	-$9M	4	0.28%	Reduced
74	RhumbLine Advisers Boston, Massachusetts	$76.3M	+$3.51M	5	0.17%	Increased
75	PGGM Investments Zeist, Netherlands	$74.6M	+$22.9M	1	0.43%	Increased