← 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	CBT Capital Bank & Trust Irvine, California	$89M	+$87.2M	2	1.17%	New
77	Federated Hermes Pittsburgh, Pennsylvania	$88.2M	+$305K	3	0.25%	Increased
78	First Trust Advisors Wheaton, Illinois	$87.8M	-$1.99M	4	0.23%	Reduced
79	PointState Capital New York	$87.6M	+$52.8M	1	0.95%	Increased
80	American Century Companies Kansas City, Missouri	$86.3M	+$13.7M	3	0.09%	Increased
81	Capital World Investors Los Angeles, California	$84.3M	+$233K	1	0.02%	Increased
82	Congress Asset Management Boston, Massachusetts	$78.9M	+$5.1M	2	1.41%	Increased
83	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$78.4M	-$7.26M	4	0.17%	Reduced
84	Lord, Abbett & Co Jersey City, New Jersey	$75.9M	-$52M	3	0.23%	Reduced
85	PNC Financial Services Group Pittsburgh, Pennsylvania	$74.9M	+$2.76M	5	0.08%	Increased
86	Thompson Siegel & Walmsley Richmond, Virginia	$74.6M	+$2.02M	2	0.88%	Increased
87	Renaissance Technologies New York	$74.3M	+$48.2M	3	0.09%	Increased
88	Pzena Investment Management New York	$74.2M	-$19.2M	1	0.41%	Reduced
89	RhumbLine Advisers Boston, Massachusetts	$73.8M	-$479K	3	0.17%	Reduced
90	Credit Suisse Zurich, Switzerland	$73.8M	-$10.5M	4	0.07%	Reduced
91	Regions Financial Corp Birmingham, Alabama	$73M	-$3.53M	1	0.86%	Reduced
92	ClearBridge Investments New York	$72.5M	-$9.77M	2	0.07%	Reduced
93	New York State Teachers Retirement System (NYSTRS) Albany, New York	$72.2M	-$1.77M	3	0.18%	Reduced
94	VFA Virtus Fund Advisers Hartford, Connecticut	$72M	-$6.49M	2	0.71%	Reduced
95	Brandywine Global Investment Management Philadelphia, Pennsylvania	$71.9M	-$4.69M	2	0.46%	Reduced
96	Stifel Financial St. Louis, Missouri	$71.5M	+$5.36M	5	0.26%	Increased
97	Loomis, Sayles & Company Boston, Massachusetts	$69.3M	-$6.34M	3	0.16%	Reduced
98	State of Wisconsin Investment Board Madison, Wisconsin	$67.9M	+$4.83M	3	0.22%	Increased
99	NFA Nationwide Fund Advisors Columbus, Ohio	$66.8M	-$779K	5	0.27%	Reduced
100	Guggenheim Capital Chicago, Illinois	$65.8M	-$809K	4	0.17%	Reduced