← 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
Renaissance Technologies
Renaissance Technologies
New York
$118M +$67.9M 6 0.15% Increased
102
Adage Capital Partners
Adage Capital Partners
Massachusetts
$117M +$13.8M 3 0.21% Increased
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$114M -$1.23M 5 0.21% Reduced
104
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$114M -$1.59M 3 0.14% Reduced
105
D.E. Shaw & Co
D.E. Shaw & Co
New York
$112M +$17.5M 6 0.09% Increased
106
KBC Group
KBC Group
Belgium
$111M -$3.39M 5 0.37% Reduced
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$105M -$2.56M 5 0.2% Reduced
108
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$103M -$27.3M 3 0.2% Reduced
109
STRS Ohio
STRS Ohio
Ohio
$102M +$6.5M 5 0.35% Increased
110
Commerce Bank
Commerce Bank
Missouri
$102M +$577K 3 0.67% Increased
111
Prudential Financial
Prudential Financial
New Jersey
$99.8M -$3.97M 4 0.12% Reduced
112
SRFM
Shannon River Fund Management
New York
$96.8M +$736K 1 9.82% Increased
113
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$96.6M -$32.7M 3 0.19% Reduced
114
Alyeska Investment Group
Alyeska Investment Group
Illinois
$95.3M +$34.2M 1 1.1% Increased
115
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93.3M -$3.6M 4 0.06% Reduced
116
Truist Financial
Truist Financial
North Carolina
$89.3M -$1.94M 4 0.14% Reduced
117
Canada Life
Canada Life
Manitoba, Canada
$85.8M -$7.34M 5 0.18% Reduced
118
Scout Investments
Scout Investments
Missouri
$84.2M +$36.9M 3 1.22% Increased
119
Rafferty Asset Management
Rafferty Asset Management
New York
$82.5M +$27.9M 3 0.43% Increased
120
TimesSquare Capital Management
TimesSquare Capital Management
New York
$82.3M -$17.8M 1 0.73% Reduced
121
Man Group
Man Group
United Kingdom
$79.9M +$6.89M 4 0.26% Increased
122
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$77.3M +$32.5M 1 19.05% Increased
123
CET
Clean Energy Transition
United Kingdom
$76.6M +$73.4M 1 8.88% New
124
Robeco Schweiz
Robeco Schweiz
Switzerland
$75.3M -$4.24M 1 0.98% Reduced
125
LPL Financial
LPL Financial
California
$74M +$7.38M 6 0.06% Increased