← 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
IAM
Iridian Asset Management
Connecticut
$250M -$7.23M 1 4.27% Reduced
52
Credit Suisse
Credit Suisse
Switzerland
$233M +$577K 5 0.12% Increased
53
UBS Group
UBS Group
Switzerland
$228M +$20.5M 6 0.08% Increased
54
AQR Capital Management
AQR Capital Management
Connecticut
$216M +$33.1M 6 0.35% Increased
55
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$215M +$2.08M 4 0.48% Increased
56
Allianz Asset Management
Allianz Asset Management
Germany
$212M -$14.9M 3 0.21% Reduced
57
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$210M +$16.1M 3 0.7% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$207M -$4.15M 6 0.16% Reduced
59
Eagle Asset Management
Eagle Asset Management
Florida
$205M +$167M 3 0.91% Increased
60
Epoch Investment Partners
Epoch Investment Partners
New York
$203M -$69.1M 2 0.95% Reduced
61
SSM
Sound Shore Management
Connecticut
$192M +$4.36M 2 5.61% Increased
62
Bahl & Gaynor
Bahl & Gaynor
Ohio
$185M -$9.02M 2 1.17% Reduced
63
First Trust Advisors
First Trust Advisors
Illinois
$178M +$31.3M 4 0.22% Increased
64
Eaton Vance Management
Eaton Vance Management
Massachusetts
$177M -$5.46M 5 0.26% Reduced
65
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$169M +$738K 6 0.16% Increased
66
Sachem Head Capital Management
Sachem Head Capital Management
New York
$168M +$10.1M 1 4.53% Increased
67
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$167M +$59.8M 2 0.86% Increased
68
Principal Financial Group
Principal Financial Group
Iowa
$166M -$39.2M 5 0.12% Reduced
69
USS Investment Management
USS Investment Management
United Kingdom
$165M $0 3 1.42% Maintained
70
Artisan Partners
Artisan Partners
Wisconsin
$164M +$3.78M 1 0.21% Increased
71
Baird Financial Group
Baird Financial Group
Wisconsin
$163M -$4.03M 4 0.46% Reduced
72
Stifel Financial
Stifel Financial
Missouri
$158M +$16.4M 4 0.26% Increased
73
Swedbank
Swedbank
Sweden
$157M +$146M 1 0.33% New
74
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$151M -$1.42M 6 0.2% Reduced
75
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$148M -$4.63M 3 0.19% Reduced