← 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
Russell Frank Company
Russell Frank Company
Washington
$85.7M -$7.13M 3 0.15% Reduced
77
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$83.6M +$3.55M 2 1.13% Increased
78
STRS Ohio
STRS Ohio
Ohio
$82.4M +$1.43M 3 0.36% Increased
79
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$81.7M -$40M 1 4.42% Reduced
80
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$79.5M -$2.11M 3 0.27% Reduced
81
Tocqueville Asset Management
Tocqueville Asset Management
New York
$79.3M -$1.4M 3 0.85% Reduced
82
Acadian Asset Management
Acadian Asset Management
Massachusetts
$78.9M +$23M 2 0.35% Increased
83
BlackRock Investment Management
BlackRock Investment Management
Delaware
$78.6M +$1.87M 5 0.1% Increased
84
Teachers Advisors
Teachers Advisors
New York
$76.4M +$25.3M 5 0.15% Increased
85
LSV Asset Management
LSV Asset Management
Illinois
$75.6M +$14.9M 2 0.16% Increased
86
Credit Suisse
Credit Suisse
Switzerland
$75.4M -$21.3M 5 0.07% Reduced
87
American Century Companies
American Century Companies
Missouri
$74.4M -$7.65M 2 0.08% Reduced
88
SC
Stralem & Co
New York
$73.6M -$9.3M 1 3.42% Reduced
89
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$69.6M +$1.41M 1 1.95% Increased
90
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$68.3M +$616K 4 0.16% Increased
91
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$68.3M -$608K 3 0.17% Reduced
92
Lazard Asset Management
Lazard Asset Management
New York
$68M +$66M 2 0.15% Increased
93
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$67.4M -$8.81M 1 1.6% Reduced
94
Brandes Investment Partners
Brandes Investment Partners
California
$65.9M -$62.4M 1 0.93% Reduced
95
ACM
Atlanta Capital Management
Georgia
$65.1M -$3.07M 1 0.45% Reduced
96
Royce & Associates
Royce & Associates
New York
$64.9M -$7.16M 1 0.23% Reduced
97
SCM
Snow Capital Management
Pennsylvania
$64.6M +$6.63M 1 1.94% Increased
98
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$63.6M +$5.56M 2 0.05% Increased
99
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$63.5M +$61.6M 1 1.41% New
100
Great Lakes Advisors
Great Lakes Advisors
Illinois
$63M +$1.15M 2 1.96% Increased
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