← 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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$66.5M -$7.48M 3 0.15% Reduced
102
Guggenheim Capital
Guggenheim Capital
Illinois
$66.1M -$931K 4 0.16% Reduced
103
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$65.5M +$3.22M 2 0.72% Increased
104
Federated Hermes
Federated Hermes
Pennsylvania
$60.5M -$29.3M 3 0.17% Reduced
105
CBT
Capital Bank & Trust
California
$59.8M -$27.6M 2 0.76% Reduced
106
Miller Howard Investments
Miller Howard Investments
New York
$58.6M -$1.7M 1 1.21% Reduced
107
Capital Guardian Trust
Capital Guardian Trust
California
$57.2M -$5.33M 1 1% Reduced
108
D.E. Shaw & Co
D.E. Shaw & Co
New York
$57.1M -$6M 5 0.09% Reduced
109
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$56.6M +$43K 5 0.15% Increased
110
SEI Investments
SEI Investments
Pennsylvania
$56.5M +$5.19M 5 0.2% Increased
111
LM
Luminus Management
Texas
$55.6M +$683K 1 1.47% Increased
112
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.6M -$9.21M 5 0.07% Reduced
113
Hamlin Capital Management
Hamlin Capital Management
New York
$53.6M +$172K 1 2.18% Increased
114
Renaissance Technologies
Renaissance Technologies
New York
$53.5M -$29.7M 3 0.06% Reduced
115
First Eagle Investment Management
First Eagle Investment Management
New York
$53.4M +$7.22M 1 0.12% Increased
116
VFA
Virtus Fund Advisers
Connecticut
$53.3M -$16.2M 2 0.54% Reduced
117
Baird Financial Group
Baird Financial Group
Wisconsin
$53.1M -$4.38M 3 0.4% Reduced
118
ALPS Advisors
ALPS Advisors
Colorado
$49.5M +$849K 2 0.35% Increased
119
AL
AJO LP
Pennsylvania
$49.2M +$17.5M 2 0.21% Increased
120
VOYA Investment Management
VOYA Investment Management
Georgia
$49.1M +$9.06M 3 0.11% Increased
121
Marshall Wace North America
Marshall Wace North America
New York
$48.6M +$18.4M 5 0.31% Increased
122
Zacks Investment Management
Zacks Investment Management
Illinois
$47.9M -$1.27M 2 1.12% Reduced
123
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$45.6M +$5.23M 5 0.11% Increased
124
South Texas Money Management
South Texas Money Management
Texas
$45.3M +$844K 2 2.15% Increased
125
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$44.7M +$1.27M 1 0.21% Increased