← 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
VOYA Investment Management
VOYA Investment Management
Georgia
$229M -$21.2M 5 0.58% Reduced
52
Congress Asset Management
Congress Asset Management
Massachusetts
$212M +$9.83M 3 2.03% Increased
53
Allianz Asset Management
Allianz Asset Management
Germany
$209M +$33.4M 4 0.2% Increased
54
Deutsche Bank
Deutsche Bank
Germany
$201M -$20.5M 7 0.11% Reduced
55
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$195M -$38.8M 3 0.57% Reduced
56
UBS Group
UBS Group
Switzerland
$193M -$10.8M 9 0.08% Reduced
57
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$192M +$617K 4 0.42% Increased
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$190M +$5.99M 7 0.25% Increased
59
Stifel Financial
Stifel Financial
Missouri
$188M +$12.2M 4 0.29% Increased
60
Lyrical Asset Management
Lyrical Asset Management
New York
$187M -$13.4M 1 3.25% Reduced
61
Eagle Asset Management
Eagle Asset Management
Florida
$185M -$17.9M 2 1.16% Reduced
62
Holocene Advisors
Holocene Advisors
New York
$183M +$2.17M 4 1.11% Increased
63
Millennium Management
Millennium Management
New York
$179M +$69.6M 7 0.11% Increased
64
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M +$8.86M 6 0.1% Increased
65
Allspring Global Investments
Allspring Global Investments
North Carolina
$173M -$70.2M 5 0.29% Reduced
66
Bahl & Gaynor
Bahl & Gaynor
Ohio
$173M +$40.4M 2 1.14% Increased
67
Balyasny Asset Management
Balyasny Asset Management
Illinois
$170M +$170M 6 0.55% Increased
68
Credit Suisse
Credit Suisse
Switzerland
$167M -$18.4M 8 0.17% Reduced
69
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$166M +$21.7M 1 1.57% Increased
70
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$161M -$5.03M 1 0.79% Reduced
71
Principal Financial Group
Principal Financial Group
Iowa
$157M +$1.29M 5 0.12% Increased
72
California Public Employees Retirement System
California Public Employees Retirement System
California
$149M -$8.88M 4 0.14% Reduced
73
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$142M +$486K 6 0.36% Increased
74
AMF Tjänstepension
AMF Tjänstepension
Sweden
$141M +$40.6M 1 1.39% Increased
75
Lazard Asset Management
Lazard Asset Management
New York
$141M -$440K 7 0.19% Reduced