← 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
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$157M +$79.9M 3 0.19% Increased
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$156M +$7.32M 6 0.06% Increased
53
Principal Financial Group
Principal Financial Group
Iowa
$145M +$1.11M 5 0.13% Increased
54
AQR Capital Management
AQR Capital Management
Connecticut
$143M -$102M 5 0.23% Reduced
55
Credit Suisse
Credit Suisse
Switzerland
$142M +$10.9M 6 0.1% Increased
56
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$139M +$1.19M 2 0.49% Increased
57
Allianz Asset Management
Allianz Asset Management
Germany
$136M +$9.59M 4 0.16% Increased
58
Deutsche Bank
Deutsche Bank
Germany
$136M -$45.8M 6 0.1% Reduced
59
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$135M -$6.88M 1 1.85% Reduced
60
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$133M +$5.75M 4 0.42% Increased
61
American Century Companies
American Century Companies
Missouri
$129M +$70.7M 5 0.12% Increased
62
Eaton Vance Management
Eaton Vance Management
Massachusetts
$128M -$126K 4 0.26% Reduced
63
Fred Alger Management
Fred Alger Management
New York
$123M +$17.5M 4 0.4% Increased
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$121M -$2.08M 6 0.12% Reduced
65
Congress Asset Management
Congress Asset Management
Massachusetts
$120M -$26.7M 1 1.43% Reduced
66
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$118M +$5.45M 5 0.22% Increased
67
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$117M +$86.2M 3 0.74% Increased
68
Russell Investments Group
Russell Investments Group
United Kingdom
$116M +$58M 5 0.26% Increased
69
Baird Financial Group
Baird Financial Group
Wisconsin
$116M -$6.29M 3 0.44% Reduced
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$115M -$554K 5 0.19% Reduced
71
Citadel Advisors
Citadel Advisors
Florida
$113M -$148M 6 0.04% Reduced
72
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$109M +$1.93M 6 0.14% Increased
73
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$107M -$18.5M 4 0.32% Reduced
74
VOYA Investment Management
VOYA Investment Management
Georgia
$105M +$47.8M 5 0.24% Increased
75
USS Investment Management
USS Investment Management
United Kingdom
$104M -$29.2M 2 1.08% Reduced