← 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
Principal Financial Group
Principal Financial Group
Iowa
$83.4M +$16.8M 4 0.12% Increased
77
BlackRock Investment Management
BlackRock Investment Management
Delaware
$82.7M -$4.68M 5 0.11% Reduced
78
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$79.2M +$16.7M 1 0.16% Increased
79
Renaissance Technologies
Renaissance Technologies
New York
$77.8M -$10.6M 3 0.15% Reduced
80
Pzena Investment Management
Pzena Investment Management
New York
$76.8M +$6.89M 1 0.47% Increased
81
BlackRock
BlackRock
New York
$76.8M -$9.69M 5 0.12% Reduced
82
Hamlin Capital Management
Hamlin Capital Management
New York
$76.2M -$2.82M 1 3.85% Reduced
83
SCM
Snow Capital Management
Pennsylvania
$76.1M -$9.68M 1 3.35% Reduced
84
Fred Alger Management
Fred Alger Management
New York
$75.5M +$57.1M 2 0.38% Increased
85
Russell Frank Company
Russell Frank Company
Washington
$74.8M -$14.4M 4 0.13% Reduced
86
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$73.1M -$36.4M 4 0.31% Reduced
87
Numeric Investors
Numeric Investors
Massachusetts
$72.6M +$22.9M 3 0.77% Increased
88
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$72.6M +$8.06M 4 0.15% Increased
89
Frontier Capital Management
Frontier Capital Management
Massachusetts
$71.2M -$61.6K 2 0.57% Reduced
90
D.E. Shaw & Co
D.E. Shaw & Co
New York
$69.9M -$11.4M 4 0.13% Reduced
91
Teachers Advisors
Teachers Advisors
New York
$69.1M -$7.64M 5 0.13% Reduced
92
PIMC
Praesidium Investment Management Company
New York
$68.9M -$2.89M 1 6.14% Reduced
93
Ninety One (UK)
Ninety One (UK)
United Kingdom
$68M +$60.1M 1 0.37% New
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$65.6M -$3.46M 4 0.08% Reduced
95
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$64.6M +$663K 3 0.17% Increased
96
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$64.3M -$4.51M 2 0.25% Reduced
97
APG Asset Management
APG Asset Management
Netherlands
$61.2M +$4.02M 2 0.13% Increased
98
Credit Suisse
Credit Suisse
Switzerland
$61.1M -$14.8M 5 0.07% Reduced
99
Miller Howard Investments
Miller Howard Investments
New York
$60.6M +$1.84M 1 1.12% Increased
100
WM
WS Management
Florida
$59.8M $0 1 2.32% Maintained
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