← 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	PGGM Investments Zeist, Netherlands	$62.2M	+$2.46M	2	0.3%	Increased
102	Principal Financial Group Des Moines, Iowa	$59.1M	+$43M	4	0.1%	Increased
103	RhumbLine Advisers Boston, Massachusetts	$58.9M	-$4.74M	4	0.17%	Reduced
104	Royce & Associates New York	$58.1M	+$11M	1	0.17%	Increased
105	Parametric Portfolio Associates Seattle, Washington	$58.1M	+$4.58M	5	0.13%	Increased
106	State Board of Administration of Florida Retirement System Tallahassee, Florida	$57.1M	-$819K	4	0.18%	Reduced
107	D.E. Shaw & Co New York	$54.3M	+$11.7M	4	0.07%	Increased
108	Pzena Investment Management New York	$54.2M	+$10.5M	1	0.3%	Increased
109	APG Asset Management Amsterdam, Netherlands	$53.9M	+$6.09M	2	0.11%	Increased
110	Janus Henderson Investors US Denver, Colorado	$53.7M	-$35.1M	2	0.05%	Reduced
111	Teacher Retirement System of Texas Austin, Texas	$50.6M	+$932K	5	0.42%	Increased
112	Allstate Corporation Northbrook, Illinois	$48.6M	+$13.9M	2	1.31%	Increased
113	Columbia Wanger Asset Management Chicago, Illinois	$48.3M	-$4.69M	1	0.19%	Reduced
114	Sit Investment Associates Minneapolis, Minnesota	$47.3M	-$10.8M	1	0.81%	Reduced
115	Guggenheim Capital Chicago, Illinois	$46.7M	+$6.11M	5	0.12%	Increased
116	Gateway Investment Advisers Cincinnati, Ohio	$46.3M	-$4.38M	1	0.36%	Reduced
117	Swiss National Bank Zurich, Switzerland	$45.4M	+$804K	5	0.17%	Increased
118	BlackRock Japan Tokyo, Japan	$44.8M	-$3.98M	4	0.2%	Reduced
119	Comerica Bank Dallas, Texas	$44.2M	-$885K	4	0.38%	Reduced
120	Hamlin Capital Management New York	$44.2M	+$4.03M	1	2.48%	Increased
121	UBS Zurich, Switzerland	$44.1M	-$2.88M	5	0.03%	Reduced
122	VOYA Investment Management Atlanta, Georgia	$44M	-$2.81M	4	0.1%	Reduced
123	Millennium Management New York	$42.6M	+$26.5M	3	0.12%	Increased
124	TI Tyrian Investments New York	$41M	+$37M	1	5.08%	New
125	Two Sigma Investments New York	$40.8M	-$11.3M	2	0.18%	Reduced