← 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	Eaton Vance Management Boston, Massachusetts	$141M	+$1.13M	4	0.2%	Increased
77	Fidelity International Hamilton, Bermuda	$139M	-$9.29M	1	0.17%	Reduced
78	RhumbLine Advisers Boston, Massachusetts	$136M	+$7.36M	7	0.2%	Increased
79	Swedbank Stockholm, Sweden	$133M	+$87.7K	1	0.3%	Increased
80	SEI Investments Oaks, Pennsylvania	$131M	+$28.9M	5	0.28%	Increased
81	Lord, Abbett & Co Jersey City, New Jersey	$130M	+$1.09M	2	0.46%	Increased
82	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$128M	+$501K	7	0.2%	Increased
83	Wasatch Advisors Salt Lake City, Utah	$126M	-$25.9M	2	0.8%	Reduced
84	PNC Financial Services Group Pittsburgh, Pennsylvania	$123M	-$15.9M	7	0.12%	Reduced
85	VanEck Associates New York	$120M	-$10.8M	5	0.32%	Reduced
86	First Trust Advisors Wheaton, Illinois	$120M	-$64.9K	6	0.15%	Reduced
87	Westwood Holdings Group Dallas, Texas	$119M	+$1.2M	2	1.3%	Increased
88	Polar Capital Holdings London, United Kingdom	$115M	+$45.9M	3	0.68%	Increased
89	Pzena Investment Management New York	$113M	-$5.27M	1	0.51%	Reduced
90	Baird Financial Group Milwaukee, Wisconsin	$108M	-$32.1M	3	0.3%	Reduced
91	Citigroup New York	$103M	-$30.4M	8	0.08%	Reduced
92	Natixis Advisors Boston, Massachusetts	$101M	-$464K	3	0.44%	Reduced
93	Marshall Wace London, United Kingdom	$99.8M	+$36.5M	5	0.21%	Increased
94	SSM Sound Shore Management Greenwich, Connecticut	$98.9M	-$30.9M	1	3.62%	Reduced
95	Robeco Schweiz Zurich, Switzerland	$90.4M	$0	1	1.61%	Maintained
96	AQR Capital Management Greenwich, Connecticut	$89.3M	-$74.7M	4	0.2%	Reduced
97	Point72 Asset Management Stamford, Connecticut	$89.2M	+$62.5M	3	0.38%	Increased
98	Renaissance Technologies New York	$87.6M	+$27.7M	5	0.1%	Increased
99	Korea Investment Corp Seoul, South Korea	$85M	-$28.3M	2	0.26%	Reduced
100	Sachem Head Capital Management New York	$84.7M	$0	1	2.55%	Maintained