← 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	Teachers Advisors New York	$94.1M	+$1.49M	5	0.2%	Increased
77	RIM Rainier Investment Management Seattle, Washington	$92.3M	-$13M	1	1.1%	Reduced
78	Credit Suisse Zurich, Switzerland	$92M	+$1.88M	5	0.09%	Increased
79	Factory Mutual Insurance Waltham, Massachusetts	$90.3M	+$2.58M	2	1.31%	Increased
80	Fred Alger Management New York	$89.7M	-$20.5M	1	0.44%	Reduced
81	Hardman Johnston Global Advisors Stamford, Connecticut	$83.8M	+$82.2M	1	4.9%	New
82	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$82.6M	+$25.5M	5	0.13%	Increased
83	Janus Henderson Investors US Denver, Colorado	$80.8M	-$54M	2	0.08%	Reduced
84	ACM Atlanta Capital Management Atlanta, Georgia	$79.8M	-$1.88M	1	0.55%	Reduced
85	Lazard Asset Management New York	$79.6M	-$4.03M	2	0.18%	Reduced
86	New York State Teachers Retirement System (NYSTRS) Albany, New York	$78.5M	-$1.97M	3	0.21%	Reduced
87	State of Wisconsin Investment Board Madison, Wisconsin	$76M	+$12M	2	0.29%	Increased
88	Federated Hermes Pittsburgh, Pennsylvania	$75.4M	+$8.13M	2	0.25%	Increased
89	Haverford Trust Company Radnor, Pennsylvania	$73.7M	-$41.7M	1	2.28%	Reduced
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$70M	+$582K	4	0.19%	Increased
91	Great Lakes Advisors Chicago, Illinois	$65.1M	-$1.84M	1	2.83%	Reduced
92	SCM Snow Capital Management Sewickley, Pennsylvania	$65.1M	-$3.94M	1	2.55%	Reduced
93	SFM Systematic Financial Management Teaneck, New Jersey	$64M	+$67.5M	2	0.44%	New
94	Prudential Financial Newark, New Jersey	$62.6M	+$5.56M	5	0.12%	Increased
95	RhumbLine Advisers Boston, Massachusetts	$62.3M	-$1.8M	5	0.18%	Reduced
96	CI Investments Inc Toronto, Ontario, Canada	$62.1M	+$3.01M	1	0.66%	Increased
97	Royce & Associates New York	$60.7M	-$4.23M	1	0.18%	Reduced
98	RIG Roosevelt Investment Group New York	$59.6M	+$19.9M	1	2.76%	Increased
99	Putnam Investments Boston, Massachusetts	$59.1M	+$33.5M	2	0.13%	Increased
100	Eagle Asset Management St Petersburg, Florida	$59.1M	-$42.4M	1	0.33%	Reduced