← 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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$91.7M +$84.9M 3 0.34% New
77
Capital World Investors
Capital World Investors
California
$86.6M +$256K 1 0.02% Increased
78
First Trust Advisors
First Trust Advisors
Illinois
$86.1M +$2.74M 4 0.24% Increased
79
Federated Hermes
Federated Hermes
Pennsylvania
$85M +$6.77M 3 0.24% Increased
80
Hamlin Capital Management
Hamlin Capital Management
New York
$84.1M +$6.16M 1 3.55% Increased
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$82.2M -$3.45M 4 0.17% Reduced
82
Credit Suisse
Credit Suisse
Switzerland
$81.4M -$808K 4 0.07% Reduced
83
ClearBridge Investments
ClearBridge Investments
New York
$78.7M +$1.16M 2 0.08% Increased
84
D.E. Shaw & Co
D.E. Shaw & Co
New York
$76.9M +$8.67M 5 0.14% Increased
85
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$74.8M -$12.6M 3 0.88% Reduced
86
VFA
Virtus Fund Advisers
Connecticut
$73.6M -$1.67M 2 0.69% Reduced
87
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$73.4M -$29.5M 3 0.18% Reduced
88
USSCPF
United States Steel & Carnegie Pension Fund
New York
$73.3M -$9.66M 1 2.3% Reduced
89
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$73.1M -$6.1M 2 0.46% Reduced
90
Regions Financial Corp
Regions Financial Corp
Alabama
$73M +$724K 1 0.86% Increased
91
Janus Henderson Group
Janus Henderson Group
$71.9M +$54.9M 3 0.5% Increased
92
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$71.4M +$3.29M 4 0.17% Increased
93
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$71.3M -$2.66M 3 0.18% Reduced
94
Congress Asset Management
Congress Asset Management
Massachusetts
$70.4M +$6.75M 2 1.35% Increased
95
American Century Companies
American Century Companies
Missouri
$69.5M -$855K 3 0.07% Reduced
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$68.8M -$256K 4 0.08% Reduced
97
Credit Agricole
Credit Agricole
France
$67M -$25.4M 4 0.2% Reduced
98
PGGM Investments
PGGM Investments
Netherlands
$66.3M -$4M 2 0.34% Reduced
99
NFA
Nationwide Fund Advisors
Ohio
$65M -$17.2M 5 0.26% Reduced
100
Adage Capital Partners
Adage Capital Partners
Massachusetts
$64.5M -$48.9M 2 0.16% Reduced