← 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
BlackRock Investment Management
BlackRock Investment Management
Delaware
$74.7M +$320K 5 0.1% Increased
77
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$74.5M -$490K 2 0.06% Reduced
78
D.E. Shaw & Co
D.E. Shaw & Co
New York
$74.3M +$57.7M 5 0.11% Increased
79
American Century Companies
American Century Companies
Missouri
$73.7M -$17.4M 3 0.09% Reduced
80
SCM
Snow Capital Management
Pennsylvania
$72.4M +$28.6M 1 2.88% Increased
81
USSCPF
United States Steel & Carnegie Pension Fund
New York
$71.7M $0 1 1.7% Maintained
82
Adage Capital Partners
Adage Capital Partners
Massachusetts
$70.9M -$103M 3 0.19% Reduced
83
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$69.6M +$9.24M 2 1.25% Increased
84
Frontier Capital Management
Frontier Capital Management
Massachusetts
$69.5M -$1.86M 2 0.58% Reduced
85
Teachers Advisors
Teachers Advisors
New York
$67.4M +$7.18M 5 0.13% Increased
86
Hamlin Capital Management
Hamlin Capital Management
New York
$66M +$6.18M 1 3.57% Increased
87
Credit Suisse
Credit Suisse
Switzerland
$65.9M +$18M 5 0.08% Increased
88
GC
GMT Capital
Georgia
$65.7M -$30.5M 3 1.69% Reduced
89
Pzena Investment Management
Pzena Investment Management
New York
$64.2M -$1.32M 1 0.4% Reduced
90
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$62.7M +$2.77M 2 0.24% Increased
91
STRS Ohio
STRS Ohio
Ohio
$62.7M -$951K 4 0.28% Reduced
92
Swiss National Bank
Swiss National Bank
Switzerland
$60.4M +$1.06M 5 0.15% Increased
93
PIMC
Praesidium Investment Management Company
New York
$58.7M +$3.08M 1 5.4% Increased
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$58M -$7.81M 4 0.07% Reduced
95
WM
WS Management
Florida
$55.6M -$1.51M 1 1.94% Reduced
96
Principal Financial Group
Principal Financial Group
Iowa
$55.3M +$1.41M 4 0.08% Increased
97
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$54.7M -$4.18M 1 1.47% Reduced
98
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$53.5M +$897K 4 0.13% Increased
99
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$53.4M +$350K 3 0.14% Increased
100
Winton Group
Winton Group
United Kingdom
$53.1M +$48.8M 1 0.47% Increased
2 3
4
5 6