← 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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$53.3M -$35M 4 0.04% Reduced
102
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$53.2M +$4.28M 2 0.05% Increased
103
TCSAM
Tyrus Capital S.A.M.
Monaco
$52.6M +$58.9M 1 8.75% New
104
Principal Financial Group
Principal Financial Group
Iowa
$52.6M +$1.03M 4 0.09% Increased
105
HI
Honeywell International
North Carolina
$51.9M +$32.6M 1 1.22% Increased
106
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$51.4M +$2.74M 4 0.15% Increased
107
Acadian Asset Management
Acadian Asset Management
Massachusetts
$50.1M +$20.7M 1 0.24% Increased
108
CRM
Cramer Rosenthal McGlynn
Connecticut
$48.7M -$27.2M 1 0.49% Reduced
109
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$48.3M -$1.94M 1 0.22% Reduced
110
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$48.2M -$1.71M 5 0.11% Reduced
111
TI
Tyrian Investments
New York
$48M +$10.3M 1 6.31% Increased
112
Pzena Investment Management
Pzena Investment Management
New York
$47.1M -$3.54M 1 0.26% Reduced
113
Two Sigma Advisers
Two Sigma Advisers
New York
$46.5M +$26.5M 4 0.35% Increased
114
Teachers Advisors
Teachers Advisors
New York
$46M -$36.9M 5 0.09% Reduced
115
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$45.4M -$2.25M 4 0.15% Reduced
116
Fred Alger Management
Fred Alger Management
New York
$45.3M -$18.6M 1 0.22% Reduced
117
UBS
UBS
Switzerland
$45M +$8.72M 5 0.03% Increased
118
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$42.1M +$47.1M 1 0.57% New
119
VOYA Investment Management
VOYA Investment Management
Georgia
$41.3M -$698K 4 0.09% Reduced
120
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$41.2M -$499K 5 0.34% Reduced
121
Guggenheim Capital
Guggenheim Capital
Illinois
$40.5M -$477K 5 0.1% Reduced
122
Hamlin Capital Management
Hamlin Capital Management
New York
$40.4M +$4.56M 1 2.42% Increased
123
BlackRock Japan
BlackRock Japan
Japan
$40.2M +$2.89M 4 0.17% Increased
124
Korea Investment Corp
Korea Investment Corp
South Korea
$38.5M +$10.8M 2 0.31% Increased
125
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$38.2M +$26.1M 2 0.1% Increased