← 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
Artisan Partners
Artisan Partners
Wisconsin
$314M +$97.1M 1 0.37% Increased
52
Wasatch Advisors
Wasatch Advisors
Utah
$309M -$206M 2 1.26% Reduced
53
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$296M +$9.47M 3 0.72% Increased
54
UBS Group
UBS Group
Switzerland
$289M -$11M 9 0.08% Reduced
55
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$271M +$23.8M 3 0.58% Increased
56
Congress Asset Management
Congress Asset Management
Massachusetts
$269M -$24.2M 3 2.05% Reduced
57
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$268M +$37.5M 1 0.98% Increased
58
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$264M +$1.26M 5 0.49% Increased
59
American Century Companies
American Century Companies
Missouri
$261M +$88.6M 4 0.17% Increased
60
Credit Suisse
Credit Suisse
Switzerland
$257M -$1.28M 5 0.14% Reduced
61
Lyrical Asset Management
Lyrical Asset Management
New York
$249M -$16.7M 1 3.34% Reduced
62
Stifel Financial
Stifel Financial
Missouri
$246M +$9.12M 4 0.33% Increased
63
AQR Capital Management
AQR Capital Management
Connecticut
$240M -$274K 6 0.43% Reduced
64
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$239M -$46.7M 6 0.24% Reduced
65
Eagle Asset Management
Eagle Asset Management
Florida
$239M -$20M 3 1.05% Reduced
66
Barclays
Barclays
United Kingdom
$237M +$84.2M 6 0.09% Increased
67
Bahl & Gaynor
Bahl & Gaynor
Ohio
$234M -$13.6M 2 1.31% Reduced
68
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$224M +$42.3M 4 0.48% Increased
69
California Public Employees Retirement System
California Public Employees Retirement System
California
$223M -$10.7M 4 0.15% Reduced
70
Allianz Asset Management
Allianz Asset Management
Germany
$221M -$91.7M 4 0.15% Reduced
71
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$210M -$13.5M 1 1.55% Reduced
72
Millennium Management
Millennium Management
New York
$208M +$52.7M 8 0.11% Increased
73
Principal Financial Group
Principal Financial Group
Iowa
$206M -$6.84M 5 0.12% Reduced
74
Fidelity International
Fidelity International
Bermuda
$205M +$17.4M 2 0.21% Increased
75
Envestnet Asset Management
Envestnet Asset Management
Illinois
$204M +$16.8M 5 0.1% Increased