← 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
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$88.8M -$601K 4 0.19% Reduced
77
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$87.8M -$9.9M 2 1.05% Reduced
78
Eaton Vance Management
Eaton Vance Management
Massachusetts
$86.7M +$65.5M 4 0.19% Increased
79
Stifel Financial
Stifel Financial
Missouri
$86.4M +$5.37M 4 0.22% Increased
80
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$85M +$35.8M 2 0.06% Increased
81
Panagora Asset Management
Panagora Asset Management
Massachusetts
$84.8M +$38.5M 2 0.38% Increased
82
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$79.3M -$10.8M 3 0.06% Reduced
83
Brandes Investment Partners
Brandes Investment Partners
California
$78.4M -$13.7M 1 1.75% Reduced
84
Russell Investments Group
Russell Investments Group
United Kingdom
$78.2M -$12.3M 5 0.15% Reduced
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$77.8M -$1.46M 5 0.15% Reduced
86
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$76M +$15.3M 3 0.23% Increased
87
LPU
Lansdowne Partners (UK)
United Kingdom
$74.3M +$60.4M 1 1.82% Increased
88
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$74M +$35.8M 1 1.56% Increased
89
Citigroup
Citigroup
New York
$74M +$4.9M 6 0.06% Increased
90
Regions Financial Corp
Regions Financial Corp
Alabama
$73.2M -$845K 1 0.83% Reduced
91
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$71.2M -$18.2M 5 0.23% Reduced
92
Miller Howard Investments
Miller Howard Investments
New York
$70.4M -$4.78M 1 2.07% Reduced
93
Two Sigma Advisers
Two Sigma Advisers
New York
$67.8M -$8.99M 5 0.17% Reduced
94
Brown Advisory
Brown Advisory
Maryland
$65.8M +$21.2K 3 0.19% Increased
95
Hamlin Capital Management
Hamlin Capital Management
New York
$65.7M +$15.1M 1 2.82% Increased
96
Nordea Investment Management
Nordea Investment Management
Sweden
$63.8M +$43.5M 2 0.14% Increased
97
Canada Life
Canada Life
Manitoba, Canada
$61.9M +$2.33M 4 0.14% Increased
98
VOYA Investment Management
VOYA Investment Management
Georgia
$61.4M +$3.66M 4 0.13% Increased
99
Axa
Axa
France
$60.5M -$76.3K 3 0.24% Reduced
100
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$60.1M +$3.4M 3 0.11% Increased