← 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	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$89.8M	+$246K	2	0.15%	Increased
77	Prudential Financial Newark, New Jersey	$89.5M	+$2.62M	4	0.13%	Increased
78	Thompson Siegel & Walmsley Richmond, Virginia	$86.7M	+$36.4M	2	1.12%	Increased
79	Millennium Management New York	$86.4M	-$125M	5	0.11%	Reduced
80	Discovery Capital Management South Norwalk, Connecticut	$85.1M	+$39.3M	1	4.6%	Increased
81	Zevenbergen Capital Investments Edmonds, Washington	$85M	+$391K	1	2.83%	Increased
82	Amundi Asset Management US Boston, Massachusetts	$82.9M	+$9.15M	3	0.12%	Increased
83	Hotchkis & Wiley Capital Management Los Angeles, California	$82.7M	-$16M	2	0.31%	Reduced
84	Robeco Schweiz Zurich, Switzerland	$82.3M	+$5.09M	2	3.51%	Increased
85	Stifel Financial St. Louis, Missouri	$81.7M	-$298K	4	0.25%	Reduced
86	ClearBridge Investments New York	$80.6M	-$3.33M	2	0.07%	Reduced
87	RhumbLine Advisers Boston, Massachusetts	$78.8M	+$1.99M	5	0.16%	Increased
88	Miller Howard Investments Kingston, New York	$76.6M	-$2.76M	1	1.84%	Reduced
89	Factory Mutual Insurance Waltham, Massachusetts	$76M	+$24.2M	2	0.82%	Increased
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$74M	+$5.16M	5	0.15%	Increased
91	Axa Paris, France	$73.8M	+$29.7M	2	0.28%	Increased
92	State of Wisconsin Investment Board Madison, Wisconsin	$71.9M	+$4.86M	4	0.21%	Increased
93	APG Asset Management Amsterdam, Netherlands	$69.4M	-$26M	2	0.13%	Reduced
94	Regions Financial Corp Birmingham, Alabama	$69.2M	-$842K	4	0.78%	Reduced
95	Raymond James Financial Services Advisors St. Petersburg, Florida	$69M	+$6.72M	4	0.35%	Increased
96	Baird Financial Group Milwaukee, Wisconsin	$67.7M	+$231K	4	0.46%	Increased
97	PNC Financial Services Group Pittsburgh, Pennsylvania	$66.9M	-$2.71M	5	0.07%	Reduced
98	Canada Life Winnipeg, Manitoba, Canada	$66.9M	+$6.67M	3	0.16%	Increased
99	Two Sigma Investments New York	$66.6M	-$18.3M	2	0.2%	Reduced
100	Asset Management One Tokyo, Japan	$66.3M	+$3.37M	3	0.15%	Increased