← 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
Renaissance Technologies
Renaissance Technologies
New York
$155M -$24.7M 6 0.14% Reduced
52
ClearBridge Investments
ClearBridge Investments
New York
$150M +$1.76M 3 0.13% Increased
53
SSM
Sound Shore Management
Connecticut
$148M -$7.1M 1 2.87% Reduced
54
Swiss National Bank
Swiss National Bank
Switzerland
$146M -$4.61M 5 0.16% Reduced
55
Neuberger Berman Group
Neuberger Berman Group
New York
$124M +$2.44M 2 0.15% Increased
56
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$121M -$2.03M 1 2.11% Reduced
57
First Trust Advisors
First Trust Advisors
Illinois
$112M +$15.4M 3 0.21% Increased
58
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$111M +$5.5M 4 0.43% Increased
59
Credit Suisse
Credit Suisse
Switzerland
$110M +$191K 5 0.1% Increased
60
Principal Financial Group
Principal Financial Group
Iowa
$110M +$1.1M 4 0.1% Increased
61
Two Sigma Investments
Two Sigma Investments
New York
$110M -$6.35M 3 0.37% Reduced
62
Frontier Capital Management
Frontier Capital Management
Massachusetts
$109M -$23.6M 2 0.82% Reduced
63
Baird Financial Group
Baird Financial Group
Wisconsin
$102M +$17.5M 2 0.4% Increased
64
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$101M +$25.6M 5 0.1% Increased
65
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$101M +$31.6M 4 0.28% Increased
66
Congress Asset Management
Congress Asset Management
Massachusetts
$101M -$3.27M 2 1.28% Reduced
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$101M -$15.6M 4 0.12% Reduced
68
USAA
United Services Automobile Association
Texas
$99.9M -$11.3M 4 0.25% Reduced
69
Barclays
Barclays
United Kingdom
$96.3M +$5.83M 6 0.06% Increased
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$94.7M +$295K 5 0.18% Increased
71
Macquarie Group
Macquarie Group
Australia
$94M -$1.28M 4 0.16% Reduced
72
Pzena Investment Management
Pzena Investment Management
New York
$92.3M +$1.96M 1 0.49% Increased
73
TimesSquare Capital Management
TimesSquare Capital Management
New York
$91.6M -$7.96M 2 0.7% Reduced
74
PGGM Investments
PGGM Investments
Netherlands
$91.3M +$769K 1 0.46% Increased
75
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$89.7M -$4.48M 2 0.34% Reduced