← 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
76	Frontier Capital Management Boston, Massachusetts	$87M	+$85.4M	3	0.72%	New
77	RIM Rainier Investment Management Seattle, Washington	$83.1M	+$79.6M	1	0.75%	New
78	BlackRock New York	$82.5M	+$78.9M	5	0.16%	New
79	Factory Mutual Insurance Waltham, Massachusetts	$80.9M	+$76.7M	2	1.33%	New
80	Putnam Investments Boston, Massachusetts	$79.7M	+$76.3M	1	0.23%	New
81	GE General Electric Evendale, Ohio	$79M	+$75.7M	1	0.41%	New
82	Charles Schwab San Francisco, California	$76.9M	+$73.1M	5	0.17%	New
83	Loomis, Sayles & Company Boston, Massachusetts	$75.8M	+$72.6M	1	0.27%	New
84	Credit Suisse Zurich, Switzerland	$75M	+$71.4M	5	0.08%	New
85	New York State Teachers Retirement System (NYSTRS) Albany, New York	$73M	+$70.2M	3	0.21%	New
86	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$72.6M	+$69.6M	1	0.55%	New
87	NFA Nationwide Fund Advisors Columbus, Ohio	$65.2M	+$62.6M	4	0.34%	New
88	Amundi Asset Management US Boston, Massachusetts	$63.6M	+$61M	2	0.27%	New
89	Tocqueville Asset Management New York	$63.4M	+$59.3M	3	0.86%	New
90	PGGM Investments Zeist, Netherlands	$62.8M	+$60.1M	1	0.37%	New
91	AQR Capital Management Greenwich, Connecticut	$61.2M	+$57.9M	4	0.22%	New
92	Great Lakes Advisors Chicago, Illinois	$61M	+$58.4M	1	2.86%	New
93	AP Alydar Partners Boston, Massachusetts	$59.8M	+$57.2M	1	3.22%	New
94	SCM Snow Capital Management Sewickley, Pennsylvania	$58.9M	+$56.5M	1	2.73%	New
95	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$57.3M	+$55M	4	0.19%	New
96	State Board of Administration of Florida Retirement System Tallahassee, Florida	$56.9M	+$54.6M	4	0.19%	New
97	RhumbLine Advisers Boston, Massachusetts	$56.2M	+$53.9M	5	0.18%	New
98	State of Wisconsin Investment Board Madison, Wisconsin	$55.6M	+$53.7M	3	0.23%	New
99	CI Investments Inc Toronto, Ontario, Canada	$52.4M	+$50.2M	1	0.57%	New
100	Prudential Financial Newark, New Jersey	$52.3M	+$50.6M	4	0.12%	New