← 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	Ninety One (UK) London, United Kingdom	$82.9M	+$17.2M	1	0.43%	Increased
77	USSCPF United States Steel & Carnegie Pension Fund New York	$82.2M	$0	1	1.9%	Maintained
78	Arrowstreet Capital Boston, Massachusetts	$80.5M	+$8.6M	4	0.27%	Increased
79	Renaissance Technologies New York	$78.5M	-$1.63M	4	0.15%	Reduced
80	Franklin Resources San Mateo, California	$75.3M	-$45.7M	3	0.04%	Reduced
81	Pzena Investment Management New York	$75.2M	+$4.79K	1	0.47%	Increased
82	Thompson Siegel & Walmsley Richmond, Virginia	$74.3M	-$9.96M	2	1.17%	Reduced
83	Lord, Abbett & Co Jersey City, New Jersey	$73.6M	+$27.5M	2	0.23%	Increased
84	Teachers Advisors New York	$73.5M	+$5.88M	5	0.13%	Increased
85	PIMC Praesidium Investment Management Company New York	$73.1M	-$2M	1	6.38%	Reduced
86	Credit Suisse Zurich, Switzerland	$72M	+$13.4M	5	0.08%	Increased
87	Emerald Acquisition Seattle, Washington	$71.9M	+$73.2M	4	0.12%	New
88	PC Passport Capital San Francisco, California	$70.8M	+$70.3M	1	1.29%	Increased
89	Frontier Capital Management Boston, Massachusetts	$69.8M	-$4.17M	2	0.57%	Reduced
90	IAM Iridian Asset Management Westport, Connecticut	$68.8M	+$72M	1	0.64%	New
91	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$68.7M	-$1.67M	4	0.15%	Reduced
92	Första AP-fonden Stockholm, Sweden	$67.6M	+$69.5M	1	1.96%	New
93	Fred Alger Management New York	$67.4M	-$6.06M	2	0.36%	Reduced
94	NFA Nationwide Fund Advisors Columbus, Ohio	$66.4M	+$14.6M	5	0.29%	Increased
95	APG Asset Management Amsterdam, Netherlands	$65.8M	+$7.3M	2	0.12%	Increased
96	New York State Teachers Retirement System (NYSTRS) Albany, New York	$63M	+$545K	3	0.17%	Increased
97	State of Wisconsin Investment Board Madison, Wisconsin	$62.9M	-$1.65M	2	0.25%	Reduced
98	Hamlin Capital Management New York	$62.6M	-$10.4M	1	3.03%	Reduced
99	Brandywine Global Investment Management Philadelphia, Pennsylvania	$61.9M	-$23.5M	2	0.42%	Reduced
100	Federated Hermes Pittsburgh, Pennsylvania	$61M	+$18.8M	2	0.18%	Increased