← 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 Zurich, Switzerland	$251M	+$10.4M	7	0.08%	Increased
52	IAM Iridian Asset Management Westport, Connecticut	$240M	-$4.78M	1	4.19%	Reduced
53	LPU Lansdowne Partners (UK) London, United Kingdom	$239M	+$89.7M	1	9.53%	Increased
54	Fiduciary Management Inc Milwaukee, Wisconsin	$236M	-$127M	1	1.73%	Reduced
55	Raymond James Financial Services Advisors St. Petersburg, Florida	$230M	+$258K	4	0.47%	Increased
56	Allianz Asset Management Munich, Germany	$228M	+$8.58M	3	0.19%	Increased
57	Credit Suisse Zurich, Switzerland	$222M	-$203M	4	0.02%	Reduced
58	SSM Sound Shore Management Greenwich, Connecticut	$221M	+$27.2M	2	6.14%	Increased
59	Eagle Asset Management St Petersburg, Florida	$218M	+$2.1M	3	0.94%	Increased
60	Bahl & Gaynor Cincinnati, Ohio	$217M	+$17.9M	2	1.32%	Increased
61	DekaBank Deutsche Girozentrale Frankfurt, Germany	$215M	-$5.3M	3	0.63%	Reduced
62	California Public Employees Retirement System Sacramento, California	$208M	-$6.5M	5	0.16%	Reduced
63	AQR Capital Management Greenwich, Connecticut	$205M	-$22.4M	6	0.35%	Reduced
64	Holocene Advisors New York	$200M	+$58.1M	1	1.13%	Increased
65	Millennium Management New York	$197M	-$137M	6	0.12%	Reduced
66	Impax Asset Management Group London, United Kingdom	$196M	+$17.8M	2	0.86%	Increased
67	Principal Financial Group Des Moines, Iowa	$194M	+$18.9M	5	0.13%	Increased
68	Stifel Financial St. Louis, Missouri	$187M	+$17.3M	4	0.28%	Increased
69	JP Morgan Private Wealth Advisors San Francisco, California	$182M	+$68.1M	3	0.47%	Increased
70	Sachem Head Capital Management New York	$181M	+$18M	1	4.7%	Increased
71	PNC Financial Services Group Pittsburgh, Pennsylvania	$180M	-$952K	7	0.16%	Reduced
72	Eaton Vance Management Boston, Massachusetts	$179M	-$9.88M	5	0.24%	Reduced
73	USS Investment Management London, United Kingdom	$176M	$0	3	1.39%	Maintained
74	Artisan Partners Milwaukee, Wisconsin	$173M	-$337K	1	0.21%	Reduced
75	Swedbank Stockholm, Sweden	$168M	+$308K	1	0.32%	Increased