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 |
Sit Investment Associates
Minneapolis,
Minnesota
| $56.9M | +$3.82M | 1 | 1% | Increased |
|
| 102 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| $56.6M | -$5.93M | 4 | 0.18% | Reduced |
|
| 103 |
Arrowstreet Capital
Boston,
Massachusetts
| $56.3M | -$26M | 3 | 0.34% | Reduced |
|
| 104 |
Barclays
London,
United Kingdom
| $54.6M | +$11.4M | 5 | 0.06% | Increased |
|
| 105 |
Williams Jones & Associates
New York
| $53.9M | +$34.5M | 1 | 1.09% | Increased |
|
| 106 |
PGGM Investments
Zeist,
Netherlands
| $53.4M | +$5.31M | 2 | 0.28% | Increased |
|
| 107 |
Parametric Portfolio Associates
Seattle,
Washington
| $51.3M | +$1.35M | 4 | 0.12% | Increased |
|
| 108 |
Lyrical Asset Management
New York
| $50.7M | +$6.44M | 1 | 2.84% | Increased |
|
| 109 |
Gateway Investment Advisers
Cincinnati,
Ohio
| $49.5M | -$1.35M | 1 | 0.4% | Reduced |
|
| 110 |
Columbia Wanger Asset Management
Chicago,
Illinois
| $48.9M | $0 | 1 | 0.19% | Maintained |
|
| 111 |
Victory Capital Management
San Antonio,
Texas
| $48.3M | -$35.2M | 1 | 0.33% | Reduced |
|
| 112 |
Teacher Retirement System of Texas
Austin,
Texas
| $48.1M | -$11M | 4 | 0.44% | Reduced |
|
| 113 |
VOYA Investment Management
Atlanta,
Georgia
| $47.1M | -$38M | 4 | 0.11% | Reduced |
|
| 114 |
Two Sigma Investments
New York
| $47M | +$6.58M | 4 | 0.25% | Increased |
|
| 115 |
BlackRock Japan
Tokyo,
Japan
| $46.7M | -$1.55M | 4 | 0.21% | Reduced |
|
| 116 |
APG Asset Management
Amsterdam,
Netherlands
| $45.1M | +$1.29M | 2 | 0.12% | Increased |
|
| 117 |
UBS
Zurich,
Switzerland
| $44.8M | +$5.69M | 5 | 0.04% | Increased |
|
| 118 |
Comerica Bank
Dallas,
Texas
| $44M | +$1.39M | 5 | 0.34% | Increased |
|
| 119 |
Guggenheim Capital
Chicago,
Illinois
| $43.5M | +$2.12M | 4 | 0.12% | Increased |
|
| 120 |
STRS Ohio
Columbus,
Ohio
| $43.1M | +$17.9M | 3 | 0.19% | Increased |
|
| 121 |
Swiss National Bank
Zurich,
Switzerland
| $42.6M | -$3.32M | 4 | 0.17% | Reduced |
|
| 122 |
Hamlin Capital Management
New York
| $38.9M | +$934K | 1 | 2.5% | Increased |
|
| 123 |
HSBC Holdings
London,
United Kingdom
| $38.5M | +$5.1M | 2 | 0.09% | Increased |
|
| 124 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
| $37.3M | -$23.6M | 3 | 0.17% | Reduced |
|
| 125 |
D.E. Shaw & Co
New York
| $37.2M | +$2.36M | 4 | 0.05% | Increased |
|