← 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
Artisan Partners
Artisan Partners
Wisconsin
$102M +$3.23M 1 0.16% Increased
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$98.1M -$1.16M 6 0.17% Reduced
78
Frontier Capital Management
Frontier Capital Management
Massachusetts
$97.2M -$20.4M 2 0.86% Reduced
79
EIP
Easterly Investment Partners
Massachusetts
$96.3M +$90.4M 1 4.37% Increased
80
Renaissance Technologies
Renaissance Technologies
New York
$95.1M +$57M 5 0.08% Increased
81
UBS Group
UBS Group
Switzerland
$92.1M -$53.9M 6 0.04% Reduced
82
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90M -$11.9M 4 0.09% Reduced
83
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$89.7M -$26.8M 3 0.14% Reduced
84
Bahl & Gaynor
Bahl & Gaynor
Ohio
$87.9M +$394K 2 0.66% Increased
85
D.E. Shaw & Co
D.E. Shaw & Co
New York
$84M -$20M 6 0.1% Reduced
86
SSM
Sound Shore Management
Connecticut
$83.5M +$13.2M 1 2.57% Increased
87
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$81.2M -$4.02M 4 0.14% Reduced
88
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$79M +$25.6M 1 0.21% Increased
89
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$78.3M -$5.32M 4 0.22% Reduced
90
Stifel Financial
Stifel Financial
Missouri
$78.3M +$9.55M 4 0.18% Increased
91
Westwood Holdings Group
Westwood Holdings Group
Texas
$76.9M +$34.9M 2 1.02% Increased
92
Geneva Capital Management
Geneva Capital Management
Wisconsin
$74.7M +$1.96M 1 1.62% Increased
93
Sachem Head Capital Management
Sachem Head Capital Management
New York
$73.8M $0 1 5.25% Maintained
94
Robeco Schweiz
Robeco Schweiz
Switzerland
$73.7M +$3.24M 1 2.65% Increased
95
STRS Ohio
STRS Ohio
Ohio
$72.5M -$3.09M 3 0.32% Reduced
96
APG Asset Management
APG Asset Management
Netherlands
$67.4M -$18.7M 3 0.12% Reduced
97
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$66.9M +$497K 3 0.17% Increased
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$65.3M +$1.05M 5 0.16% Increased
99
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.9M +$6.8M 5 0.06% Increased
100
TimesSquare Capital Management
TimesSquare Capital Management
New York
$62.5M -$12.9M 1 0.6% Reduced