← 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
101	Teacher Retirement System of Texas Austin, Texas	$59.4M	-$1.44M	4	0.52%	Reduced
102	Prudential Financial Newark, New Jersey	$57.1M	-$2.65M	4	0.11%	Reduced
103	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$57M	+$5.43M	5	0.09%	Increased
104	AL AJO LP Philadelphia, Pennsylvania	$55.5M	-$6.44M	1	0.24%	Reduced
105	Sit Investment Associates Minneapolis, Minnesota	$53.8M	-$5.41M	1	0.96%	Reduced
106	Gateway Investment Advisers Cincinnati, Ohio	$51.5M	-$116K	1	0.41%	Reduced
107	ACM Argent Capital Management St Louis, Missouri	$51.4M	-$828K	1	2.89%	Reduced
108	AQR Capital Management Greenwich, Connecticut	$50.5M	-$763K	3	0.15%	Reduced
109	Parametric Portfolio Associates Seattle, Washington	$49.4M	-$1.02M	4	0.12%	Reduced
110	SAM Scopus Asset Management New York	$48.4M	-$9.63M	1	1.12%	Reduced
111	Susquehanna International Group Bala Cynwyd, Pennsylvania	$47.9M	+$27.8M	5	0.02%	Increased
112	BlackRock Japan Tokyo, Japan	$47.7M	-$977K	3	0.21%	Reduced
113	PGGM Investments Zeist, Netherlands	$47.2M	$0	1	0.26%	Maintained
114	Swiss National Bank Zurich, Switzerland	$45.4M	-$668K	4	0.18%	Reduced
115	Lyrical Asset Management New York	$44.7M	+$16.2M	1	2.86%	Increased
116	Columbia Wanger Asset Management Chicago, Illinois	$43.7M	-$20.6M	1	0.17%	Reduced
117	APG Asset Management Amsterdam, Netherlands	$43.4M	-$975K	2	0.13%	Reduced
118	AP Alydar Partners Boston, Massachusetts	$43M	+$15.8M	1	4.36%	Increased
119	Comerica Bank Dallas, Texas	$42.8M	-$7.15M	5	0.33%	Reduced
120	Barclays London, United Kingdom	$42.8M	+$34.4M	5	0.04%	Increased
121	Guggenheim Capital Chicago, Illinois	$40.8M	+$7.11M	4	0.12%	Increased
122	TI Turner Investments Berwyn, Pennsylvania	$40.2M	+$3.4M	2	0.72%	Increased
123	RIG Roosevelt Investment Group New York	$39.8M	+$7.46M	1	1.8%	Increased
124	Samlyn Capital New York	$39.3M	+$10.8M	1	0.98%	Increased
125	US Bancorp Minneapolis, Minnesota	$39.1M	-$364K	3	0.16%	Reduced