← 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
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$83.8M -$4.37M 2 1.33% Reduced
77
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$83.8M +$4.43M 1 0.27% Increased
78
BlackRock
BlackRock
New York
$83.7M -$2.85M 5 0.16% Reduced
79
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$83.2M -$18.2M 4 0.06% Reduced
80
RIM
Rainier Investment Management
Washington
$80.9M -$5.89M 1 0.78% Reduced
81
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$76.4M +$8.95M 2 0.31% Increased
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$76M -$511K 3 0.21% Reduced
83
CRM
Cramer Rosenthal McGlynn
Connecticut
$73.9M -$1.97M 1 0.56% Reduced
84
Eagle Asset Management
Eagle Asset Management
Florida
$72.4M +$45.2M 1 0.36% Increased
85
AL
AJO LP
Pennsylvania
$72.2M +$66.1M 1 0.33% Increased
86
SCM
Snow Capital Management
Pennsylvania
$69.3M +$7.49M 1 3.09% Increased
87
Teachers Advisors
Teachers Advisors
New York
$68.7M -$31.2M 5 0.17% Reduced
88
Credit Suisse
Credit Suisse
Switzerland
$68.7M -$11.2M 5 0.07% Reduced
89
1832 Asset Management
1832 Asset Management
Ontario, Canada
$63.8M +$11.5M 1 0.28% Increased
90
Great Lakes Advisors
Great Lakes Advisors
Illinois
$63.3M -$464K 1 2.84% Reduced
91
Tocqueville Asset Management
Tocqueville Asset Management
New York
$63.1M -$10.2M 3 0.79% Reduced
92
Lazard Asset Management
Lazard Asset Management
New York
$63M +$61.5M 1 0.15% Increased
93
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$62.2M +$1.88M 4 0.19% Increased
94
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$59.1M +$28.6K 5 0.18% Increased
95
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$58.5M -$1.13M 4 0.19% Reduced
96
NFA
Nationwide Fund Advisors
Ohio
$58.4M -$10.2M 4 0.26% Reduced
97
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$57.7M -$281K 1 0.23% Reduced
98
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$57.4M -$4.15M 3 0.24% Reduced
99
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$56.6M +$46.4M 3 0.36% Increased
100
AQR Capital Management
AQR Capital Management
Connecticut
$56.5M -$13.8M 3 0.2% Reduced