← 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
$267M +$4.37M 9 0.08% Increased
52
Deutsche Bank
Deutsche Bank
Germany
$264M -$27.1M 6 0.13% Reduced
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$264M -$29.1M 6 0.28% Reduced
54
Lyrical Asset Management
Lyrical Asset Management
New York
$257M -$7.87M 1 3.29% Reduced
55
GQG Partners
GQG Partners
Florida
$247M +$232M 1 0.68% New
56
Holocene Advisors
Holocene Advisors
New York
$245M +$46.4M 3 1.33% Increased
57
Eagle Asset Management
Eagle Asset Management
Florida
$235M -$742K 3 1.06% Reduced
58
Credit Suisse
Credit Suisse
Switzerland
$228M +$202M 5 0.13% Increased
59
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$228M -$24.1M 1 0.94% Reduced
60
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$228M -$5.8M 5 0.46% Reduced
61
Artisan Partners
Artisan Partners
Wisconsin
$217M -$6.35M 1 0.27% Reduced
62
AQR Capital Management
AQR Capital Management
Connecticut
$216M -$2.11M 5 0.4% Reduced
63
Bahl & Gaynor
Bahl & Gaynor
Ohio
$215M -$5.09M 2 1.32% Reduced
64
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$213M +$31.3M 3 0.52% Increased
65
California Public Employees Retirement System
California Public Employees Retirement System
California
$211M -$6.17M 4 0.16% Reduced
66
Stifel Financial
Stifel Financial
Missouri
$206M +$17.3M 4 0.3% Increased
67
Sachem Head Capital Management
Sachem Head Capital Management
New York
$201M +$21.5M 1 4.95% Increased
68
Principal Financial Group
Principal Financial Group
Iowa
$198M +$1.9M 5 0.13% Increased
69
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$194M -$46.9M 1 1.45% Reduced
70
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$188M +$180M 2 1.91% New
71
LPU
Lansdowne Partners (UK)
United Kingdom
$183M -$61.3M 1 8.63% Reduced
72
Fidelity International
Fidelity International
Bermuda
$181M +$49.8M 2 0.2% Increased
73
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$181M -$1.38M 7 0.17% Reduced
74
Eaton Vance Management
Eaton Vance Management
Massachusetts
$180M -$1.74M 5 0.25% Reduced
75
Baird Financial Group
Baird Financial Group
Wisconsin
$173M +$1.31M 4 0.44% Increased