← 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
126
Frontier Capital Management
Frontier Capital Management
Massachusetts
$64.4M +$14M 2 0.7% Increased
127
APG Asset Management
APG Asset Management
Netherlands
$64.2M +$15.5M 2 0.12% Increased
128
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$63.2M +$13.8M 3 0.16% Increased
129
Marshall Wace
Marshall Wace
United Kingdom
$61.5M -$40.9M 3 0.14% Reduced
130
SRFM
Shannon River Fund Management
New York
$61.4M -$4.15M 1 15.06% Reduced
131
Homestead Advisers
Homestead Advisers
Virginia
$59.4M +$17.9K 2 1.58% Increased
132
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$58M -$920K 2 0.25% Reduced
133
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$57.4M +$6.49M 4 0.16% Increased
134
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$57.1M +$57.9M 2 0.18% Increased
135
BAMCO Inc
BAMCO Inc
New York
$56.1M -$2.08M 2 0.19% Reduced
136
LPU
Lansdowne Partners (UK)
United Kingdom
$55.9M -$3.3M 1 11.57% Reduced
137
AGF Management
AGF Management
Ontario, Canada
$54.9M +$53.7M 1 0.4% New
138
Fidelity International
Fidelity International
Bermuda
$54M -$93.5M 1 0.06% Reduced
139
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$53.7M +$12.1M 6 0.08% Increased
140
Sessa Capital
Sessa Capital
New York
$53.6M $0 1 3.3% Maintained
141
Woodline Partners
Woodline Partners
California
$53.1M +$4.61M 2 0.71% Increased
142
IAM
Iridian Asset Management
Connecticut
$52.7M -$12.3M 1 5.08% Reduced
143
Axa
Axa
France
$52.5M -$2.6M 4 0.19% Reduced
144
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$51.5M -$4.25M 2 0.4% Reduced
145
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$51.5M -$1.01M 1 0.78% Reduced
146
Man Group
Man Group
United Kingdom
$51.4M -$27.2M 5 0.18% Reduced
147
Whittier Trust
Whittier Trust
California
$51M -$3.25M 4 0.99% Reduced
148
HighTower Advisors
HighTower Advisors
Illinois
$51M +$2.76M 6 0.12% Increased
149
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$50.4M -$1.06M 4 0.22% Reduced
150
ACB
Aristotle Capital Boston
Massachusetts
$50.2M -$1.33M 1 1.58% Reduced