← 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
51
Principal Financial Group
Principal Financial Group
Iowa
$847M -$136M 8 0.42% Reduced
52
American Century Companies
American Century Companies
Missouri
$841M +$145M 10 0.37% Increased
53
EARNEST Partners
EARNEST Partners
Georgia
$826M -$221M 4 2.98% Reduced
54
Victory Capital Management
Victory Capital Management
Texas
$817M +$23.1M 9 0.46% Increased
55
Stifel Financial
Stifel Financial
Missouri
$778M -$28.4M 9 0.65% Reduced
56
HSBC Holdings
HSBC Holdings
United Kingdom
$754M +$132M 6 0.31% Increased
57
Lyrical Asset Management
Lyrical Asset Management
New York
$751M -$282M 1 9.53% Reduced
58
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$743M +$95.7M 8 0.41% Increased
59
Millennium Management
Millennium Management
New York
$722M +$224M 11 0.26% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$713M -$19.7M 4 0.4% Reduced
61
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$701M -$200M 5 0.7% Reduced
62
Rafferty Asset Management
Rafferty Asset Management
New York
$672M +$233M 5 1.53% Increased
63
Two Sigma Investments
Two Sigma Investments
New York
$650M +$340M 11 0.47% Increased
64
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$645M +$70.2M 10 0.3% Increased
65
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$645M +$21M 8 0.77% Increased
66
1832 Asset Management
1832 Asset Management
Ontario, Canada
$644M +$130M 2 0.32% Increased
67
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$644M +$79.6M 5 0.46% Increased
68
Pictet Asset Management
Pictet Asset Management
Switzerland
$636M -$94.7M 7 0.61% Reduced
69
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$632M -$4.42M 1 1.49% Reduced
70
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$618M +$79.4M 6 0.75% Increased
71
LPL Financial
LPL Financial
California
$614M -$7.56M 14 0.14% Reduced
72
National Pension Service
National Pension Service
South Korea
$582M -$11.4M 3 0.38% Reduced
73
SEI Investments
SEI Investments
Pennsylvania
$581M -$177M 12 0.51% Reduced
74
Vanguard Asset Management
Vanguard Asset Management
$572M +$65.8M 7 0.39% Increased
75
Natixis Advisors
Natixis Advisors
Massachusetts
$569M +$37.2M 7 0.64% Increased