← 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
Two Sigma Investments
Two Sigma Investments
New York
$81.6M -$3.22M 3 0.38% Reduced
77
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$79.3M -$2.19M 2 1.04% Reduced
78
STRS Ohio
STRS Ohio
Ohio
$78.6M -$16.5M 4 0.34% Reduced
79
Miller Howard Investments
Miller Howard Investments
New York
$76.8M +$13.4M 1 1.03% Increased
80
Acadian Asset Management
Acadian Asset Management
Massachusetts
$73.7M -$10.3M 1 0.36% Reduced
81
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$72.3M +$1.14M 1 1.99% Increased
82
Credit Suisse
Credit Suisse
Switzerland
$70.5M +$5.57M 5 0.07% Increased
83
Frontier Capital Management
Frontier Capital Management
Massachusetts
$70.4M -$971K 2 0.51% Reduced
84
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$70M -$1.85M 1 1.57% Reduced
85
American Century Companies
American Century Companies
Missouri
$68.3M -$6.79M 3 0.08% Reduced
86
Hamlin Capital Management
Hamlin Capital Management
New York
$67.8M +$2.25M 1 3.41% Increased
87
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$66.4M -$8.17M 3 0.23% Reduced
88
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$65.4M -$2.43M 3 0.17% Reduced
89
Swiss National Bank
Swiss National Bank
Switzerland
$65.1M +$2.87M 5 0.17% Increased
90
Prudential Financial
Prudential Financial
New Jersey
$65M -$25.8M 4 0.12% Reduced
91
Pzena Investment Management
Pzena Investment Management
New York
$64.7M +$2.25M 1 0.37% Increased
92
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$64.4M -$9.67M 1 0.7% Reduced
93
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$63.7M -$3.32M 4 0.15% Reduced
94
Great Lakes Advisors
Great Lakes Advisors
Illinois
$62.6M +$1.53M 2 1.9% Increased
95
RS Investment Management
RS Investment Management
California
$61.9M +$38.6M 1 0.53% Increased
96
APG Asset Management
APG Asset Management
Netherlands
$61.5M +$6.75M 2 0.12% Increased
97
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$61.2M +$2.29M 4 0.12% Increased
98
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$60.9M +$9.74M 2 0.05% Increased
99
Federated Hermes
Federated Hermes
Pennsylvania
$60.5M +$18.4M 3 0.18% Increased
100
Principal Financial Group
Principal Financial Group
Iowa
$60.4M -$191K 4 0.09% Reduced