← 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
Brown Advisory
Brown Advisory
Maryland
$84.6M +$9.29M 3 0.24% Increased
77
Stifel Financial
Stifel Financial
Missouri
$84.5M -$4.54M 4 0.22% Reduced
78
First Trust Advisors
First Trust Advisors
Illinois
$83.4M -$32.4M 4 0.16% Reduced
79
Panagora Asset Management
Panagora Asset Management
Massachusetts
$83.2M -$1.48M 2 0.38% Reduced
80
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$79.7M -$4.31M 3 0.25% Reduced
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$79.6M +$502K 5 0.16% Increased
82
Two Sigma Investments
Two Sigma Investments
New York
$76M -$38.4M 2 0.26% Reduced
83
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$74.6M -$2.32M 3 0.11% Reduced
84
Regions Financial Corp
Regions Financial Corp
Alabama
$73.5M +$410K 1 0.82% Increased
85
Barclays
Barclays
United Kingdom
$71.8M -$25M 5 0.04% Reduced
86
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$71.1M -$2.97M 3 0.24% Reduced
87
Brandes Investment Partners
Brandes Investment Partners
California
$66.8M -$18.4M 1 1.73% Reduced
88
Miller Howard Investments
Miller Howard Investments
New York
$64.8M -$5.33M 1 2.02% Reduced
89
Two Sigma Advisers
Two Sigma Advisers
New York
$64.5M -$7.5M 3 0.16% Reduced
90
Russell Investments Group
Russell Investments Group
United Kingdom
$64.3M -$13.2M 5 0.12% Reduced
91
Envestnet Asset Management
Envestnet Asset Management
Illinois
$64.1M +$2.46M 5 0.07% Increased
92
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$63.1M -$10.5M 1 1.43% Reduced
93
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$62.1M -$58.9K 1 1.15% Reduced
94
Hamlin Capital Management
Hamlin Capital Management
New York
$62M -$3.52M 1 2.79% Reduced
95
Bank of Montreal
Bank of Montreal
Ontario, Canada
$62M +$6.69M 6 0.05% Increased
96
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$61.4M +$957K 3 0.15% Increased
97
Artisan Partners
Artisan Partners
Wisconsin
$61.1M +$2.98M 1 0.12% Increased
98
Glenmede Trust
Glenmede Trust
Pennsylvania
$60.2M +$2.09M 4 0.28% Increased
99
APG Asset Management
APG Asset Management
Netherlands
$59.5M -$875K 2 0.1% Reduced
100
Nordea Investment Management
Nordea Investment Management
Sweden
$58.9M -$4.48M 2 0.13% Reduced