← 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
BlackRock
BlackRock
New York
$95.9M +$3.93M 5 0.16% Increased
77
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$95.1M -$11.5M 1 2.13% Reduced
78
Teachers Advisors
Teachers Advisors
New York
$92.1M +$14.4M 5 0.21% Increased
79
Eaton Vance Management
Eaton Vance Management
Massachusetts
$91.7M -$4.54M 2 0.26% Reduced
80
Credit Suisse
Credit Suisse
Switzerland
$87.2M +$14.2M 5 0.08% Increased
81
Victory Capital Management
Victory Capital Management
Texas
$85.3M +$79.8M 1 0.6% New
82
Lazard Asset Management
Lazard Asset Management
New York
$84.7M +$14M 1 0.19% Increased
83
VOYA Investment Management
VOYA Investment Management
Georgia
$84M +$33.7M 4 0.19% Increased
84
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$83.6M -$1.42M 2 1.23% Reduced
85
ACM
Atlanta Capital Management
Georgia
$82.8M +$45.3M 1 0.54% Increased
86
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82.7M -$8.4M 5 0.06% Reduced
87
Tocqueville Asset Management
Tocqueville Asset Management
New York
$82M +$27.2M 3 1.1% Increased
88
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$81.2M -$3.19M 3 0.21% Reduced
89
CRM
Cramer Rosenthal McGlynn
Connecticut
$79.4M -$2.2M 1 0.57% Reduced
90
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$72.1M +$20.5M 3 0.39% Increased
91
SCM
Snow Capital Management
Pennsylvania
$70M -$6.23M 1 2.84% Reduced
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$69.5M +$443K 4 0.19% Increased
93
Great Lakes Advisors
Great Lakes Advisors
Illinois
$67.9M -$1.97M 1 3.08% Reduced
94
Federated Hermes
Federated Hermes
Pennsylvania
$67.2M +$5.62M 2 0.23% Increased
95
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$64.5M -$926K 5 0.19% Reduced
96
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$63M -$1.76M 4 0.19% Reduced
97
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$61.9M -$2.05M 2 0.24% Reduced
98
NFA
Nationwide Fund Advisors
Ohio
$61.1M -$3.65M 4 0.25% Reduced
99
Royce & Associates
Royce & Associates
New York
$60.4M +$3.72M 1 0.17% Increased
100
CI Investments Inc
CI Investments Inc
Ontario, Canada
$59.9M +$505K 1 0.66% Increased