← 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
American Century Companies
American Century Companies
Missouri
$76.2M -$11.2M 2 0.09% Reduced
77
STRS Ohio
STRS Ohio
Ohio
$75.4M +$1.69M 3 0.33% Increased
78
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$75.2M +$2.79M 2 0.27% Increased
79
Tocqueville Asset Management
Tocqueville Asset Management
New York
$74.5M -$3.93M 3 0.83% Reduced
80
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$74.1M +$342K 2 1.02% Increased
81
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$71.3M +$1.25M 1 1.83% Increased
82
Two Sigma Investments
Two Sigma Investments
New York
$71.3M +$36.8M 3 0.32% Increased
83
BlackRock Investment Management
BlackRock Investment Management
Delaware
$71.2M -$89.8M 5 0.1% Reduced
84
Point72 Asset Management
Point72 Asset Management
Connecticut
$68M +$35.8M 2 0.51% Increased
85
Lyrical Asset Management
Lyrical Asset Management
New York
$66.2M +$13.7M 1 2.58% Increased
86
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$63.8M -$463K 3 0.17% Reduced
87
ACM
Atlanta Capital Management
Georgia
$63.6M -$2.02M 1 0.46% Reduced
88
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$63.5M +$1.01M 1 1.9% Increased
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$63M +$2.68M 4 0.16% Increased
90
CI Investments Inc
CI Investments Inc
Ontario, Canada
$62.4M +$6.47M 1 0.65% Increased
91
KeyBank National Association
KeyBank National Association
Ohio
$61.1M -$13.2M 1 0.42% Reduced
92
Royce & Associates
Royce & Associates
New York
$58M +$1.29M 1 0.2% Increased
93
Great Lakes Advisors
Great Lakes Advisors
Illinois
$57.6M +$1.93M 2 1.93% Increased
94
Miller Howard Investments
Miller Howard Investments
New York
$57.4M +$36.4M 1 0.89% Increased
95
PGGM Investments
PGGM Investments
Netherlands
$57.2M +$2.47M 2 0.27% Increased
96
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$55.1M +$61.6M 1 0.57% New
97
Prudential Financial
Prudential Financial
New Jersey
$54.9M -$12.1M 4 0.1% Reduced
98
APG Asset Management
APG Asset Management
Netherlands
$54.1M +$9.95M 2 0.11% Increased
99
LSV Asset Management
LSV Asset Management
Illinois
$53.9M +$26.7M 2 0.12% Increased
100
SCM
Snow Capital Management
Pennsylvania
$53.9M +$995K 1 1.87% Increased