← 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	Prudential Financial Newark, New Jersey	$93.7M	+$115K	4	0.14%	Increased
77	IAM Iridian Asset Management Westport, Connecticut	$93.5M	-$157M	1	0.84%	Reduced
78	APG Asset Management Amsterdam, Netherlands	$93M	-$22.6M	3	0.18%	Reduced
79	CAM Contour Asset Management New York	$91.3M	+$101M	1	4.7%	New
80	Two Sigma Investments New York	$91M	-$18.4M	3	0.3%	Reduced
81	Point72 Asset Management Stamford, Connecticut	$85.1M	+$61.4M	3	0.36%	Increased
82	Miller Howard Investments Kingston, New York	$84.7M	-$1.4M	1	2%	Reduced
83	Barclays London, United Kingdom	$84.6M	+$23.8M	6	0.06%	Increased
84	Cooke & Bieler Philadelphia, Pennsylvania	$83.4M	-$8.55M	1	1.56%	Reduced
85	Stifel Financial St. Louis, Missouri	$82.6M	+$3.27M	5	0.26%	Increased
86	Brandywine Global Investment Management Philadelphia, Pennsylvania	$81.7M	-$4.59M	4	0.52%	Reduced
87	RhumbLine Advisers Boston, Massachusetts	$80.1M	-$357K	4	0.17%	Reduced
88	Amundi Asset Management US Boston, Massachusetts	$79.7M	+$1.64M	3	0.13%	Increased
89	Pzena Investment Management New York	$79.4M	+$3.92M	1	0.4%	Increased
90	Regions Financial Corp Birmingham, Alabama	$74.9M	-$204K	2	0.84%	Reduced
91	PNC Financial Services Group Pittsburgh, Pennsylvania	$74.2M	-$2.72M	5	0.07%	Reduced
92	ClearBridge Investments New York	$74M	+$286K	2	0.07%	Increased
93	Zevenbergen Capital Investments Edmonds, Washington	$73.2M	+$1.41M	1	2.81%	Increased
94	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$72.3M	-$3.22M	5	0.16%	Reduced
95	Capital Guardian Trust Los Angeles, California	$71.4M	+$11M	1	1.01%	Increased
96	New York State Teachers Retirement System (NYSTRS) Albany, New York	$70.4M	-$2.27M	3	0.17%	Reduced
97	Polar Capital London, United Kingdom	$70.1M	+$28.9M	1	0.71%	Increased
98	Mackenzie Financial Toronto Ontario, Ontario, Canada	$68.2M	+$469K	3	0.17%	Increased
99	State of Wisconsin Investment Board Madison, Wisconsin	$68M	-$2.98M	4	0.2%	Reduced
100	Asset Management One Tokyo, Japan	$67.9M	+$889K	3	0.15%	Increased