← 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	Arrowstreet Capital Boston, Massachusetts	$68.6M	+$50.9M	3	0.33%	Increased
77	PNC Financial Services Group Pittsburgh, Pennsylvania	$64.4M	-$9M	5	0.08%	Reduced
78	Wasatch Advisors Salt Lake City, Utah	$63.7M	+$10.6M	2	0.85%	Increased
79	BlackRock New York	$63M	-$1.92M	5	0.1%	Reduced
80	STRS Ohio Columbus, Ohio	$62.6M	+$2.98M	3	0.3%	Increased
81	Hardman Johnston Global Advisors Stamford, Connecticut	$61.8M	-$2.82M	1	4.11%	Reduced
82	Pzena Investment Management New York	$61.6M	+$1.31M	1	0.39%	Increased
83	Frontier Capital Management Boston, Massachusetts	$60.6M	-$8.37M	2	0.51%	Reduced
84	Hamlin Capital Management New York	$59.2M	+$8.86M	1	3.27%	Increased
85	Haverford Trust Company Radnor, Pennsylvania	$57.9M	+$3.42M	1	1.68%	Increased
86	Renaissance Technologies New York	$57.9M	+$5.21M	4	0.14%	Increased
87	Swiss National Bank Zurich, Switzerland	$57.5M	+$6.05M	5	0.15%	Increased
88	Thompson Siegel & Walmsley Richmond, Virginia	$56.8M	+$4.89M	2	1.06%	Increased
89	Teachers Advisors New York	$56.3M	-$20.3M	4	0.11%	Reduced
90	Miller Howard Investments Kingston, New York	$55.4M	-$3.44M	1	0.92%	Reduced
91	Great Lakes Advisors Chicago, Illinois	$54.8M	+$6.28M	2	1.7%	Increased
92	State of Wisconsin Investment Board Madison, Wisconsin	$53.9M	-$2.66M	2	0.21%	Reduced
93	WM WS Management Jacksonville, Florida	$53.7M	+$1.08M	1	2.12%	Increased
94	Hotchkis & Wiley Capital Management Los Angeles, California	$52M	+$59.8M	1	0.21%	New
95	PIMC Praesidium Investment Management Company New York	$51.9M	+$382K	1	4.83%	Increased
96	Parametric Portfolio Associates Seattle, Washington	$51.8M	+$2.11M	4	0.1%	Increased
97	New York State Teachers Retirement System (NYSTRS) Albany, New York	$51.7M	+$1.13M	3	0.15%	Increased
98	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$51.1M	+$1.52M	4	0.13%	Increased
99	Principal Financial Group Des Moines, Iowa	$50M	-$502K	3	0.08%	Reduced
100	Prudential plc London, England, United Kingdom	$49M	-$93.2M	1	0.21%	Reduced