← 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
Regions Financial Corp
Regions Financial Corp
Alabama
$65.3M +$2.78M 1 0.8% Increased
102
American Century Companies
American Century Companies
Missouri
$62.6M +$10.6M 3 0.07% Increased
103
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$62.4M -$736K 4 0.07% Reduced
104
PGGM Investments
PGGM Investments
Netherlands
$61.5M -$1.68M 2 0.31% Reduced
105
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$60.8M +$3.28M 4 0.15% Increased
106
BlackRock Japan
BlackRock Japan
Japan
$60.2M -$1.28M 3 0.2% Reduced
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$59.8M -$11.2M 2 0.26% Reduced
108
D.E. Shaw & Co
D.E. Shaw & Co
New York
$58.3M -$3.42M 4 0.1% Reduced
109
Congress Asset Management
Congress Asset Management
Massachusetts
$56.5M +$11.3M 2 1.18% Increased
110
Miller Howard Investments
Miller Howard Investments
New York
$55.2M -$3.24M 1 1.06% Reduced
111
Guggenheim Capital
Guggenheim Capital
Illinois
$54.9M +$2.06M 4 0.16% Increased
112
Korea Investment Corp
Korea Investment Corp
South Korea
$53.9M +$2.02M 2 0.26% Increased
113
Stifel Financial
Stifel Financial
Missouri
$53.4M +$3.68M 5 0.23% Increased
114
Canada Life
Canada Life
Manitoba, Canada
$53.2M +$13.4M 3 0.15% Increased
115
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$50.2M -$2.08M 1 2.36% Reduced
116
Great Lakes Advisors
Great Lakes Advisors
Illinois
$49.1M -$1.02M 1 1.29% Reduced
117
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$48.2M +$172K 4 0.15% Increased
118
LM
Luminus Management
Texas
$48M +$46.9M 1 1.08% New
119
Baird Financial Group
Baird Financial Group
Wisconsin
$47.6M +$484K 2 0.41% Increased
120
Numeric Investors
Numeric Investors
Massachusetts
$46.9M -$29.8M 4 0.43% Reduced
121
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$45.3M +$18.2M 3 0.38% Increased
122
TCM
Tetrem Capital Management
Manitoba, Canada
$42.1M +$17.6M 1 1.69% Increased
123
Barclays
Barclays
United Kingdom
$41M +$6.61M 5 0.04% Increased
124
STRS Ohio
STRS Ohio
Ohio
$40.7M -$1.08M 3 0.18% Reduced
125
VOYA Investment Management
VOYA Investment Management
Georgia
$38.5M -$8.26M 4 0.09% Reduced