← 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
STRS Ohio
STRS Ohio
Ohio
$58M -$15.3M 4 0.26% Reduced
102
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.4M +$29.1M 2 0.33% Increased
103
VOYA Investment Management
VOYA Investment Management
Georgia
$54.2M -$1.33M 4 0.13% Reduced
104
NFA
Nationwide Fund Advisors
Ohio
$53M -$3.01M 5 0.23% Reduced
105
Bank of Montreal
Bank of Montreal
Ontario, Canada
$52.8M +$4.88M 5 0.06% Increased
106
Panagora Asset Management
Panagora Asset Management
Massachusetts
$52.3M +$5.86M 4 0.26% Increased
107
Great Lakes Advisors
Great Lakes Advisors
Illinois
$51.9M -$3.2M 1 1.42% Reduced
108
Victory Capital Management
Victory Capital Management
Texas
$51.9M +$42.8M 3 0.21% Increased
109
BlackRock Japan
BlackRock Japan
Japan
$49.8M +$1.74M 2 0.19% Increased
110
PGGM Investments
PGGM Investments
Netherlands
$49.3M -$35.2K 2 0.26% Reduced
111
Credit Agricole
Credit Agricole
France
$45.8M +$18.5M 4 0.22% Increased
112
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$45.4M -$51.9M 2 0.14% Reduced
113
Federated Hermes
Federated Hermes
Pennsylvania
$44.4M +$6.31M 3 0.14% Increased
114
Raymond James & Associates
Raymond James & Associates
Florida
$44.1M +$15M 4 0.15% Increased
115
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$43.5M +$1.39M 4 0.13% Increased
116
Millennium Management
Millennium Management
New York
$40.6M -$69.3M 4 0.1% Reduced
117
Royce & Associates
Royce & Associates
New York
$40.4M -$8.05M 1 0.25% Reduced
118
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$38.5M -$304K 4 0.15% Reduced
119
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$38.2M -$9.26M 1 0.77% Reduced
120
Guggenheim Capital
Guggenheim Capital
Illinois
$37.7M -$9.83M 4 0.12% Reduced
121
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$37.4M -$4.9M 1 0.4% Reduced
122
First Trust Advisors
First Trust Advisors
Illinois
$36.8M -$2.53M 5 0.12% Reduced
123
Legal & General Group
Legal & General Group
United Kingdom
$36.7M -$247K 4 0.04% Reduced
124
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$36.4M +$5.24M 2 0.07% Increased
125
Korea Investment Corp
Korea Investment Corp
South Korea
$35.1M +$22.2M 2 0.26% Increased