← 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	Neuberger Berman Group New York	$170M	+$20.5M	2	0.2%	Increased
52	Epoch Investment Partners New York	$167M	-$39.9M	3	0.72%	Reduced
53	Swiss National Bank Zurich, Switzerland	$166M	-$6.94M	5	0.17%	Reduced
54	USS Investment Management London, United Kingdom	$163M	+$153M	1	1.59%	New
55	Putnam Investments Boston, Massachusetts	$160M	+$1.81M	1	0.33%	Increased
56	Lazard Asset Management New York	$157M	-$269M	2	0.22%	Reduced
57	Credit Suisse Zurich, Switzerland	$151M	+$12.4M	6	0.11%	Increased
58	Macquarie Group Sydney, NSW 2000, Australia	$151M	+$25.5M	3	0.22%	Increased
59	Eaton Vance Management Boston, Massachusetts	$149M	-$5.55M	4	0.29%	Reduced
60	Raymond James Financial Services Advisors St. Petersburg, Florida	$144M	+$8.16M	4	0.46%	Increased
61	Principal Financial Group Des Moines, Iowa	$144M	+$8.63M	4	0.12%	Increased
62	California Public Employees Retirement System Sacramento, California	$144M	+$7.01M	5	0.13%	Increased
63	Pzena Investment Management New York	$138M	+$17.3M	1	0.65%	Increased
64	First Trust Advisors Wheaton, Illinois	$137M	+$37.3M	4	0.23%	Increased
65	Two Sigma Investments New York	$131M	+$38.8M	2	0.39%	Increased
66	SSM Sound Shore Management Greenwich, Connecticut	$128M	-$31M	1	2.98%	Reduced
67	PNC Financial Services Group Pittsburgh, Pennsylvania	$124M	+$8.09M	6	0.12%	Increased
68	Frontier Capital Management Boston, Massachusetts	$121M	-$17.2M	2	0.89%	Reduced
69	Congress Asset Management Boston, Massachusetts	$120M	-$2.58M	2	1.46%	Reduced
70	Hotchkis & Wiley Capital Management Los Angeles, California	$118M	+$15.6M	2	0.41%	Increased
71	Balyasny Asset Management Chicago, Illinois	$118M	+$75.2M	2	0.7%	Increased
72	Baird Financial Group Milwaukee, Wisconsin	$117M	-$9.8M	2	0.42%	Reduced
73	Pictet Asset Management (UK) London, United Kingdom	$116M	+$12.3M	3	0.21%	Increased
74	Barclays London, United Kingdom	$116M	+$30.5M	5	0.06%	Increased
75	Amundi Asset Management US Boston, Massachusetts	$113M	+$26.1M	3	0.13%	Increased