← 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
$84.8M -$2.66M 4 0.16% Reduced
77
Adage Capital Partners
Adage Capital Partners
Massachusetts
$84.1M -$68.7M 1 0.21% Reduced
78
BlackRock Investment Management
BlackRock Investment Management
Delaware
$82.7M +$3.62M 5 0.11% Increased
79
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$80.3M -$1.36M 1 4.85% Reduced
80
Frontier Capital Management
Frontier Capital Management
Massachusetts
$76M -$18.3M 2 0.55% Reduced
81
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$75.7M -$5.39M 3 0.26% Reduced
82
American Century Companies
American Century Companies
Missouri
$74.9M +$252K 2 0.08% Increased
83
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$74.2M +$11.7M 1 0.81% Increased
84
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$72.2M +$8.82M 1 1.57% Increased
85
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$71.7M +$2.14M 1 1.98% Increased
86
Renaissance Technologies
Renaissance Technologies
New York
$70.8M +$46.6M 3 0.15% Increased
87
Pzena Investment Management
Pzena Investment Management
New York
$70.2M +$6.52M 1 0.39% Increased
88
D.E. Shaw & Co
D.E. Shaw & Co
New York
$69.5M +$14.4M 5 0.11% Increased
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$68M -$616K 3 0.17% Reduced
90
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$67.4M -$1.11M 4 0.16% Reduced
91
Credit Suisse
Credit Suisse
Switzerland
$66.7M -$9.91M 5 0.07% Reduced
92
Hamlin Capital Management
Hamlin Capital Management
New York
$66.1M +$4.49M 1 3.48% Increased
93
Miller Howard Investments
Miller Howard Investments
New York
$64.4M +$6.68M 1 0.97% Increased
94
Swiss National Bank
Swiss National Bank
Switzerland
$64M +$23.1M 5 0.17% Increased
95
Lazard Asset Management
Lazard Asset Management
New York
$63.8M -$4.26M 3 0.14% Reduced
96
SCM
Snow Capital Management
Pennsylvania
$63.5M -$1.08M 1 1.98% Reduced
97
ACM
Atlanta Capital Management
Georgia
$63M -$2.1M 1 0.43% Reduced
98
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$62.2M -$33.3M 4 0.04% Reduced
99
Westfield Capital Management
Westfield Capital Management
Massachusetts
$61.7M +$14.2M 2 0.36% Increased
100
Great Lakes Advisors
Great Lakes Advisors
Illinois
$61.6M -$1.44M 2 1.89% Reduced