← 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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$91.9M -$49.6M 3 0.23% Reduced
77
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$89.3M -$10.9M 2 0.19% Reduced
78
Pzena Investment Management
Pzena Investment Management
New York
$88.6M -$3.35M 1 0.51% Reduced
79
Teachers Advisors
Teachers Advisors
New York
$85.8M +$595K 5 0.13% Increased
80
Two Sigma Investments
Two Sigma Investments
New York
$84.5M +$6.08M 3 0.32% Increased
81
Credit Agricole
Credit Agricole
France
$82M +$16.3M 5 0.26% Increased
82
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$80M +$53.3M 2 0.63% Increased
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$77M -$1.94M 4 0.16% Reduced
84
USAA
United Services Automobile Association
Texas
$76.9M -$18.6M 3 0.26% Reduced
85
Bank of Montreal
Bank of Montreal
Ontario, Canada
$76.3M +$15M 4 0.08% Increased
86
PIMC
Praesidium Investment Management Company
New York
$75.6M -$18.1M 1 6.12% Reduced
87
USSCPF
United States Steel & Carnegie Pension Fund
New York
$75.5M $0 1 2.24% Maintained
88
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$75.4M -$10.7M 3 0.99% Reduced
89
First Trust Advisors
First Trust Advisors
Illinois
$74.7M +$18.5M 5 0.22% Increased
90
NFA
Nationwide Fund Advisors
Ohio
$74.1M -$5.57M 5 0.31% Reduced
91
Capital World Investors
Capital World Investors
California
$73.8M +$72.8M 1 0.02% New
92
Credit Suisse
Credit Suisse
Switzerland
$73.1M -$20.1M 5 0.07% Reduced
93
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$71.9M +$3.82M 2 0.46% Increased
94
Hamlin Capital Management
Hamlin Capital Management
New York
$70.3M -$205K 1 3.14% Reduced
95
Federated Hermes
Federated Hermes
Pennsylvania
$69.5M +$2.8M 3 0.21% Increased
96
ClearBridge Investments
ClearBridge Investments
New York
$68.9M -$111K 2 0.08% Reduced
97
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$68.4M -$15.3M 2 0.81% Reduced
98
VFA
Virtus Fund Advisers
Connecticut
$68.2M +$66.6M 2 0.58% Increased
99
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.3M +$2.11M 5 0.1% Increased
100
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$66.2M -$1.42M 3 0.17% Reduced