← 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	UBS Group Zurich, Switzerland	$143M	-$103M	6	0.06%	Reduced
52	SSM Sound Shore Management Greenwich, Connecticut	$141M	-$6.09M	1	2.93%	Reduced
53	Putnam Investments Boston, Massachusetts	$139M	+$123M	1	0.31%	Increased
54	Eaton Vance Management Boston, Massachusetts	$136M	+$47.5M	4	0.29%	Increased
55	Neuberger Berman Group New York	$130M	+$2.23M	2	0.16%	Increased
56	Frontier Capital Management Boston, Massachusetts	$122M	-$2.35M	2	0.95%	Reduced
57	Cooke & Bieler Philadelphia, Pennsylvania	$120M	-$736K	1	2.05%	Reduced
58	Credit Suisse Zurich, Switzerland	$120M	+$7.48M	5	0.1%	Increased
59	Raymond James Financial Services Advisors St. Petersburg, Florida	$118M	+$7.45M	3	0.43%	Increased
60	California Public Employees Retirement System Sacramento, California	$118M	+$14.4M	5	0.12%	Increased
61	Principal Financial Group Des Moines, Iowa	$114M	-$139K	4	0.1%	Reduced
62	Sachem Head Capital Management New York	$114M	+$111M	1	8.93%	New
63	Renaissance Technologies New York	$113M	-$46.2M	5	0.1%	Reduced
64	Baird Financial Group Milwaukee, Wisconsin	$112M	+$130K	2	0.44%	Increased
65	Congress Asset Management Boston, Massachusetts	$108M	-$6.69M	2	1.39%	Reduced
66	Macquarie Group Sydney, NSW 2000, Australia	$104M	+$938K	3	0.17%	Increased
67	PNC Financial Services Group Pittsburgh, Pennsylvania	$101M	-$113K	5	0.1%	Reduced
68	Pzena Investment Management New York	$98.7M	-$2.14M	1	0.54%	Reduced
69	State of Wisconsin Investment Board Madison, Wisconsin	$96.9M	-$11.1M	4	0.27%	Reduced
70	RhumbLine Advisers Boston, Massachusetts	$94.9M	-$2.6M	5	0.17%	Reduced
71	PGGM Investments Zeist, Netherlands	$91.1M	$0	1	0.43%	Maintained
72	Hotchkis & Wiley Capital Management Los Angeles, California	$89.5M	+$561K	2	0.36%	Increased
73	Loomis, Sayles & Company Boston, Massachusetts	$88.1M	+$21.9M	3	0.17%	Increased
74	Pictet Asset Management (UK) London, United Kingdom	$88M	-$1.37M	3	0.19%	Reduced
75	Factory Mutual Insurance Waltham, Massachusetts	$87.9M	-$1.64M	2	1.36%	Reduced