← 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
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$62.5M +$3.48M 1 0.67% Increased
102
Gotham Asset Management
Gotham Asset Management
New York
$62.2M +$51.6M 2 0.5% Increased
103
PGGM Investments
PGGM Investments
Netherlands
$62.2M +$422K 2 0.28% Increased
104
Hamlin Capital Management
Hamlin Capital Management
New York
$61.6M +$17.8M 1 3.44% Increased
105
HI
Honeywell International
North Carolina
$60.6M +$4.83M 1 1.38% Increased
106
KeyBank National Association
KeyBank National Association
Ohio
$60.2M -$5.2M 1 0.4% Reduced
107
Principal Financial Group
Principal Financial Group
Iowa
$58.2M +$460K 4 0.09% Increased
108
Miller Howard Investments
Miller Howard Investments
New York
$57.7M -$3.74M 1 0.89% Reduced
109
Guggenheim Capital
Guggenheim Capital
Illinois
$56.9M +$10.7M 5 0.14% Increased
110
Pzena Investment Management
Pzena Investment Management
New York
$55.6M +$4.32M 1 0.3% Increased
111
APG Asset Management
APG Asset Management
Netherlands
$55.5M -$2.48M 2 0.11% Reduced
112
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$54.6M -$633K 4 0.16% Reduced
113
Barclays
Barclays
United Kingdom
$54.2M +$16M 5 0.05% Increased
114
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$52.2M -$130K 5 0.11% Reduced
115
Stifel Financial
Stifel Financial
Missouri
$50.3M +$33.6M 3 0.28% Increased
116
UBS Group
UBS Group
Switzerland
$49.1M +$47.3M 5 0.03% New
117
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$48.4M -$396K 4 0.15% Reduced
118
D.E. Shaw & Co
D.E. Shaw & Co
New York
$48.3M -$38.7M 4 0.06% Reduced
119
BlackRock Japan
BlackRock Japan
Japan
$46.7M +$3.35M 3 0.18% Increased
120
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$44M -$1.14M 1 0.6% Reduced
121
Westfield Capital Management
Westfield Capital Management
Massachusetts
$43.7M +$21.8M 2 0.26% Increased
122
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$43.5M -$697K 5 0.34% Reduced
123
Eaton Vance Management
Eaton Vance Management
Massachusetts
$43.1M +$35.6M 3 0.13% Increased
124
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$42M +$8.06M 2 0.8% Increased
125
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$41.5M +$9.41M 1 0.06% Increased