← 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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$59.7M	-$43.9M	5	0.09%	Reduced
102	PNC Financial Services Group Pittsburgh, Pennsylvania	$59.2M	-$3.59M	4	0.07%	Reduced
103	WM WS Management Jacksonville, Florida	$57.9M	-$711K	1	2%	Reduced
104	American Century Companies Kansas City, Missouri	$56.8M	-$36M	3	0.06%	Reduced
105	Miller Howard Investments Kingston, New York	$54.2M	-$3.75M	1	0.97%	Reduced
106	PGGM Investments Zeist, Netherlands	$53.8M	+$6.36M	2	0.28%	Increased
107	BlackRock Japan Tokyo, Japan	$52M	+$4.24M	3	0.19%	Increased
108	SCM Snow Capital Management Sewickley, Pennsylvania	$51.4M	-$21.8M	1	2.42%	Reduced
109	Regions Financial Corp Birmingham, Alabama	$50.1M	+$48.9M	1	0.65%	Increased
110	VOYA Investment Management Atlanta, Georgia	$48.1M	-$8.6M	4	0.12%	Reduced
111	Westfield Capital Management Boston, Massachusetts	$47.9M	+$23.8M	1	0.4%	Increased
112	Panagora Asset Management Boston, Massachusetts	$47.1M	-$4.92M	4	0.23%	Reduced
113	RhumbLine Advisers Boston, Massachusetts	$46.8M	+$4.73M	4	0.14%	Increased
114	First Trust Advisors Wheaton, Illinois	$46M	+$10.5M	5	0.14%	Increased
115	Great Lakes Advisors Chicago, Illinois	$45.9M	-$3.81M	1	1.25%	Reduced
116	Credit Agricole Montrouge Cedex, France	$45.6M	-$1.08M	4	0.18%	Reduced
117	D.E. Shaw & Co New York	$44.3M	-$26.1M	5	0.08%	Reduced
118	Waddell & Reed Financial Overland Park, Kansas	$44.2M	+$7.57M	2	0.09%	Increased
119	State Board of Administration of Florida Retirement System Tallahassee, Florida	$43.4M	+$6.42M	4	0.14%	Increased
120	Factory Mutual Insurance Waltham, Massachusetts	$43.1M	-$46.4M	1	0.57%	Reduced
121	Bank of Montreal Toronto, Ontario, Canada	$42.1M	-$9.82M	5	0.05%	Reduced
122	Royce & Associates New York	$40.2M	-$3.66M	1	0.27%	Reduced
123	Baird Financial Group Milwaukee, Wisconsin	$40.1M	+$13.5M	2	0.37%	Increased
124	Guggenheim Capital Chicago, Illinois	$39.3M	+$2.79M	4	0.12%	Increased
125	Stifel Financial St. Louis, Missouri	$38.7M	+$12M	5	0.18%	Increased