← 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	Credit Suisse Zurich, Switzerland	$91.2M	+$10.9M	5	0.09%	Increased
77	Renaissance Technologies New York	$89M	-$952K	4	0.16%	Reduced
78	Pzena Investment Management New York	$87.2M	+$364K	1	0.53%	Increased
79	Two Sigma Advisers New York	$86M	-$42.5M	3	0.37%	Reduced
80	PIMC Praesidium Investment Management Company New York	$82.1M	-$8.12M	1	6.95%	Reduced
81	Thompson Siegel & Walmsley Richmond, Virginia	$81.8M	-$3.71M	2	1.27%	Reduced
82	Teachers Advisors New York	$81.4M	-$1.8M	5	0.14%	Reduced
83	Emerald Acquisition Seattle, Washington	$81.4M	+$572K	4	0.16%	Increased
84	Factory Mutual Insurance Waltham, Massachusetts	$80.4M	+$31M	2	0.99%	Increased
85	NFA Nationwide Fund Advisors Columbus, Ohio	$77.7M	+$2.87M	5	0.32%	Increased
86	Frontier Capital Management Boston, Massachusetts	$77.5M	-$3.81M	2	0.62%	Reduced
87	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$77M	+$675K	4	0.16%	Increased
88	Two Sigma Investments New York	$76.2M	-$18.2M	3	0.28%	Reduced
89	BlackRock Advisors Wilmington, Delaware	$74.3M	-$84.9M	5	0.08%	Reduced
90	USSCPF United States Steel & Carnegie Pension Fund New York	$73.9M	-$16.3M	1	2.18%	Reduced
91	Numeric Investors Boston, Massachusetts	$70.3M	-$35.5M	3	0.66%	Reduced
92	State of Wisconsin Investment Board Madison, Wisconsin	$69.9M	-$1.5M	2	0.28%	Reduced
93	Hamlin Capital Management New York	$69M	+$144K	1	3.19%	Increased
94	ClearBridge Investments New York	$67.8M	-$156M	2	0.08%	Reduced
95	Första AP-fonden Stockholm, Sweden	$66.6M	-$7.59M	1	1.85%	Reduced
96	Brandywine Global Investment Management Philadelphia, Pennsylvania	$66.6M	-$1.49M	2	0.44%	Reduced
97	Waddell & Reed Financial Overland Park, Kansas	$66.4M	+$15.5M	2	0.14%	Increased
98	New York State Teachers Retirement System (NYSTRS) Albany, New York	$65.5M	-$4.6M	3	0.17%	Reduced
99	Federated Hermes Pittsburgh, Pennsylvania	$64.8M	-$2.76M	3	0.19%	Reduced
100	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$63.6M	-$2.53M	5	0.09%	Reduced