← 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
UBS Group
UBS Group
Switzerland
$156M +$11.1M 6 0.07% Increased
52
OppenheimerFunds
OppenheimerFunds
New York
$156M +$26M 3 0.19% Increased
53
Wasatch Advisors
Wasatch Advisors
Utah
$153M +$14M 3 1.84% Increased
54
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$149M +$6.51M 3 0.34% Increased
55
Swiss National Bank
Swiss National Bank
Switzerland
$147M +$3.92M 4 0.17% Increased
56
Harris Associates
Harris Associates
Illinois
$146M -$28.5M 1 0.24% Reduced
57
Teachers Advisors
Teachers Advisors
New York
$138M +$1.54M 5 0.17% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$137M +$1.3M 6 0.19% Increased
59
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$133M +$1.46M 5 0.13% Increased
60
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$129M -$174K 5 0.02% Reduced
61
D.E. Shaw & Co
D.E. Shaw & Co
New York
$128M +$9.75M 5 0.17% Increased
62
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$123M +$117M 3 1.42% Increased
63
TimesSquare Capital Management
TimesSquare Capital Management
New York
$119M +$93.8M 2 0.8% Increased
64
CAM
Contour Asset Management
New York
$115M +$38.4M 1 4.76% Increased
65
Renaissance Technologies
Renaissance Technologies
New York
$113M +$19.2M 4 0.12% Increased
66
Principal Financial Group
Principal Financial Group
Iowa
$112M +$222K 4 0.1% Increased
67
Credit Suisse
Credit Suisse
Switzerland
$110M -$6M 5 0.11% Reduced
68
Congress Asset Management
Congress Asset Management
Massachusetts
$110M -$4.06M 2 1.51% Reduced
69
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$108M -$204K 4 0.32% Reduced
70
First Trust Advisors
First Trust Advisors
Illinois
$106M -$125K 4 0.22% Reduced
71
USAA
United Services Automobile Association
Texas
$105M +$10.4M 4 0.28% Increased
72
Barclays
Barclays
United Kingdom
$101M +$21.9M 6 0.09% Increased
73
Polar Capital
Polar Capital
United Kingdom
$99.8M +$38.4M 2 0.6% Increased
74
Russell Investments Group
Russell Investments Group
United Kingdom
$98.5M -$6.51M 5 0.21% Reduced
75
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$93.1M +$15.7M 1 1.67% Increased