← 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
Two Sigma Advisers
Two Sigma Advisers
New York
$110M +$30.9M 4 0.26% Increased
77
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$109M +$658K 4 0.18% Increased
78
Brown Advisory
Brown Advisory
Maryland
$109M +$10.5M 4 0.28% Increased
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$103M +$11.2M 5 0.18% Increased
80
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$103M +$8.95M 3 0.29% Increased
81
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$101M -$11.3M 4 0.25% Reduced
82
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$101M -$2.64M 3 0.17% Reduced
83
Stifel Financial
Stifel Financial
Missouri
$97.9M +$1.33M 4 0.2% Increased
84
Nordea Investment Management
Nordea Investment Management
Sweden
$93.3M +$22.6M 3 0.19% Increased
85
GQG Partners
GQG Partners
Florida
$92.9M +$83.3M 1 0.64% New
86
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$92.8M +$31.9M 4 0.22% Increased
87
Russell Investments Group
Russell Investments Group
United Kingdom
$89.6M +$15.1M 5 0.17% Increased
88
Sachem Head Capital Management
Sachem Head Capital Management
New York
$89.3M -$43.8M 1 7.01% Reduced
89
Panagora Asset Management
Panagora Asset Management
Massachusetts
$85.2M -$9.04M 2 0.39% Reduced
90
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$85M -$15.4M 2 1.25% Reduced
91
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.5M +$8.53M 5 0.09% Increased
92
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$81.4M +$26.2M 4 0.5% Increased
93
Brandes Investment Partners
Brandes Investment Partners
California
$80.5M -$82.5K 1 1.91% Reduced
94
Regions Financial Corp
Regions Financial Corp
Alabama
$79.4M -$4.06M 1 0.83% Reduced
95
Renaissance Technologies
Renaissance Technologies
New York
$77.3M -$53.3M 3 0.06% Reduced
96
Adage Capital Partners
Adage Capital Partners
Massachusetts
$77M +$52.9M 3 0.19% Increased
97
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$76.8M +$70.7M 4 0.2% New
98
Citigroup
Citigroup
New York
$76.8M +$13M 6 0.06% Increased
99
Artisan Partners
Artisan Partners
Wisconsin
$74.4M +$4.12M 1 0.13% Increased
100
Canada Life
Canada Life
Manitoba, Canada
$74.1M +$11.6M 4 0.16% Increased