← 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	$150M	-$5.62M	1	2.88%	Reduced
52	Swiss National Bank Zurich, Switzerland	$148M	+$3.46M	4	0.16%	Increased
53	ClearBridge Investments New York	$145M	+$12.6M	3	0.13%	Increased
54	Capital International Investors Los Angeles, California	$142M	+$940K	1	0.06%	Increased
55	Frontier Capital Management Boston, Massachusetts	$133M	+$2.62M	2	0.94%	Increased
56	Teachers Advisors New York	$123M	+$5.56M	4	0.15%	Increased
57	Cooke & Bieler Philadelphia, Pennsylvania	$119M	-$222K	1	2.14%	Reduced
58	Neuberger Berman Group New York	$118M	-$111M	2	0.14%	Reduced
59	Two Sigma Investments New York	$118M	-$68.6M	3	0.38%	Reduced
60	California Public Employees Retirement System Sacramento, California	$113M	-$6.1M	5	0.14%	Reduced
61	IAM Iridian Asset Management Westport, Connecticut	$111M	+$106M	1	1.42%	New
62	USAA United Services Automobile Association San Antonio, Texas	$110M	+$2.45M	4	0.28%	Increased
63	Credit Suisse Zurich, Switzerland	$108M	-$2.12M	5	0.1%	Reduced
64	Principal Financial Group Des Moines, Iowa	$104M	-$731K	3	0.1%	Reduced
65	Congress Asset Management Boston, Massachusetts	$104M	-$1.57M	2	1.36%	Reduced
66	Raymond James Financial Services Advisors St. Petersburg, Florida	$102M	+$15.5M	4	0.42%	Increased
67	TimesSquare Capital Management New York	$101M	-$14.7M	2	0.78%	Reduced
68	Factory Mutual Insurance Waltham, Massachusetts	$101M	-$13.6M	2	1.2%	Reduced
69	EIP Easterly Investment Partners Beverly, Massachusetts	$99.9M	+$94.5M	1	2.41%	New
70	Macquarie Group Sydney, NSW 2000, Australia	$97.1M	+$15.4M	4	0.17%	Increased
71	Brandes Investment Partners La Jolla, California	$95.3M	+$54.3M	1	2.22%	Increased
72	Pzena Investment Management New York	$94.5M	+$4.61M	1	0.51%	Increased
73	First Trust Advisors Wheaton, Illinois	$94M	+$9.04M	4	0.19%	Increased
74	Hotchkis & Wiley Capital Management Los Angeles, California	$91.9M	+$5.08M	3	0.36%	Increased
75	RhumbLine Advisers Boston, Massachusetts	$91.5M	+$2.01M	5	0.18%	Increased