← 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
PGGM Investments
PGGM Investments
Netherlands
$90.2M +$31.3M 2 0.45% Increased
77
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$89.8M -$1.42M 1 1.67% Reduced
78
Congress Asset Management
Congress Asset Management
Massachusetts
$89.4M +$2.65M 2 1.38% Increased
79
Credit Suisse
Credit Suisse
Switzerland
$87.6M +$12.4M 4 0.09% Increased
80
Capital World Investors
Capital World Investors
California
$85.9M +$280K 1 0.02% Increased
81
First Trust Advisors
First Trust Advisors
Illinois
$83.8M -$4.44M 4 0.22% Reduced
82
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$82.8M +$6.89M 2 0.99% Increased
83
Stifel Financial
Stifel Financial
Missouri
$77.9M +$3.8M 5 0.27% Increased
84
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$76.8M +$1.53M 3 0.17% Increased
85
NFA
Nationwide Fund Advisors
Ohio
$74.9M +$5.06M 5 0.29% Increased
86
Credit Agricole
Credit Agricole
France
$73.5M -$22.8M 4 0.25% Reduced
87
Pzena Investment Management
Pzena Investment Management
New York
$73.4M -$2.03M 1 0.39% Reduced
88
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$73.2M -$6.08M 4 0.16% Reduced
89
Regions Financial Corp
Regions Financial Corp
Alabama
$72.3M +$323K 1 0.82% Increased
90
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$72.2M -$1.21M 3 0.18% Reduced
91
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$71.2M -$2.76M 5 0.07% Reduced
92
Great Lakes Advisors
Great Lakes Advisors
Illinois
$71M +$10.6M 2 1.67% Increased
93
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$70.1M +$4.06M 4 0.45% Increased
94
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$70M -$63.4K 3 0.21% Reduced
95
Barclays
Barclays
United Kingdom
$69.4M +$16.6M 6 0.07% Increased
96
ClearBridge Investments
ClearBridge Investments
New York
$68.4M -$10.6M 2 0.07% Reduced
97
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$67.9M -$3.02M 3 0.43% Reduced
98
Canada Life
Canada Life
Manitoba, Canada
$67.6M +$3.94M 3 0.17% Increased
99
Asset Management One
Asset Management One
Japan
$67.4M +$48.6M 3 0.16% Increased
100
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$66.7M -$3.24M 1 2.9% Reduced