← 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
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$96.3M -$3.72M 5 0.02% Reduced
77
Prudential Financial
Prudential Financial
New Jersey
$95.7M +$7.32M 4 0.13% Increased
78
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$95.7M +$227K 3 0.32% Increased
79
Congress Asset Management
Congress Asset Management
Massachusetts
$95.4M +$1.29M 2 1.39% Increased
80
Capital World Investors
Capital World Investors
California
$93.7M +$440K 1 0.02% Increased
81
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$93.6M -$1.91M 2 0.16% Reduced
82
First Trust Advisors
First Trust Advisors
Illinois
$92.1M +$7.27M 4 0.22% Increased
83
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$90.7M -$1.75M 1 1.64% Reduced
84
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$89.4M -$509K 2 1.06% Reduced
85
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$85.8M +$17.4M 4 0.51% Increased
86
Miller Howard Investments
Miller Howard Investments
New York
$85.1M +$24.4M 1 1.85% Increased
87
Pzena Investment Management
Pzena Investment Management
New York
$83.6M +$3.96M 1 0.41% Increased
88
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$79.9M +$2M 4 0.16% Increased
89
Stifel Financial
Stifel Financial
Missouri
$79M +$217K 5 0.25% Increased
90
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$78.4M +$77.4M 3 0.12% New
91
Great Lakes Advisors
Great Lakes Advisors
Illinois
$77.3M +$3.96M 2 1.7% Increased
92
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$76.2M +$3.11M 5 0.07% Increased
93
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$74.9M +$324K 5 0.15% Increased
94
Regions Financial Corp
Regions Financial Corp
Alabama
$74.2M -$192K 3 0.8% Reduced
95
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$73.2M +$37.6M 2 0.18% Increased
96
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$72.2M -$300K 3 0.17% Reduced
97
ClearBridge Investments
ClearBridge Investments
New York
$71.6M -$329K 2 0.07% Reduced
98
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$70.9M -$2.3M 3 0.19% Reduced
99
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$69.7M -$651K 1 2.91% Reduced
100
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$69.3M +$37.7M 3 0.17% Increased