← 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
Russell Investments Group
Russell Investments Group
United Kingdom
$103M -$9.25M 5 0.2% Reduced
77
Congress Asset Management
Congress Asset Management
Massachusetts
$99.4M -$5.49M 2 1.29% Reduced
78
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$98.8M +$18.4M 2 1.03% Increased
79
ClearBridge Investments
ClearBridge Investments
New York
$97.1M +$22.5M 3 0.08% Increased
80
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$93.6M -$1.65M 2 0.34% Reduced
81
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$90.8M +$85.7M 2 0.69% New
82
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$90.2M +$2.63M 5 0.17% Increased
83
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$86.9M +$7.9M 1 2.76% Increased
84
Stifel Financial
Stifel Financial
Missouri
$86.5M -$3.05M 4 0.25% Reduced
85
Miller Howard Investments
Miller Howard Investments
New York
$85.9M -$2.82M 1 2.07% Reduced
86
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$85.1M +$4.73M 2 1.09% Increased
87
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$84.2M +$8.99M 4 0.23% Increased
88
Pzena Investment Management
Pzena Investment Management
New York
$83.6M +$23.9M 1 0.41% Increased
89
Robeco Schweiz
Robeco Schweiz
Switzerland
$83.5M +$7.07M 2 3.26% Increased
90
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$83M -$111K 5 0.16% Reduced
91
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$81M +$27.8M 2 0.19% Increased
92
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$80.4M +$1.7M 4 0.36% Increased
93
Regions Financial Corp
Regions Financial Corp
Alabama
$79.1M -$1.1M 4 0.85% Reduced
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$77.9M +$565K 5 0.07% Increased
95
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$75.8M +$38.1M 4 0.16% Increased
96
Axa
Axa
France
$75.6M -$9M 2 0.28% Reduced
97
Discovery Capital Management
Discovery Capital Management
Connecticut
$75M -$4.36M 1 4.46% Reduced
98
Hamlin Capital Management
Hamlin Capital Management
New York
$71.9M -$1.88M 1 2.82% Reduced
99
Asset Management One
Asset Management One
Japan
$71.7M -$1.96M 3 0.15% Reduced
100
APG Asset Management
APG Asset Management
Netherlands
$71.1M -$9.85M 2 0.12% Reduced