← 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
Stifel Financial
Stifel Financial
Missouri
$221M +$27.6M 4 0.36% Increased
52
American Century Companies
American Century Companies
Missouri
$211M -$28M 6 0.19% Reduced
53
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$211M +$8.47M 5 0.47% Increased
54
Deutsche Bank
Deutsche Bank
Germany
$204M -$7.14M 7 0.12% Reduced
55
GQG Partners
GQG Partners
Florida
$198M +$243M 1 0.57% New
56
Bahl & Gaynor
Bahl & Gaynor
Ohio
$195M +$13.4M 2 1.29% Increased
57
Eagle Asset Management
Eagle Asset Management
Florida
$193M +$9.67M 2 1.26% Increased
58
Lyrical Asset Management
Lyrical Asset Management
New York
$188M -$27.7M 1 3.89% Reduced
59
Congress Asset Management
Congress Asset Management
Massachusetts
$188M -$24.5M 3 2.02% Reduced
60
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$188M -$94.4M 1 5.28% Reduced
61
California Public Employees Retirement System
California Public Employees Retirement System
California
$186M +$32.4M 4 0.17% Increased
62
Sachem Head Capital Management
Sachem Head Capital Management
New York
$178M +$81.7M 1 6.62% Increased
63
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$176M -$25.9M 4 0.52% Reduced
64
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$170M -$27.8M 7 0.25% Reduced
65
Credit Suisse
Credit Suisse
Switzerland
$170M -$5.18M 8 0.19% Reduced
66
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$168M -$7.58M 1 1.77% Reduced
67
UBS Group
UBS Group
Switzerland
$164M -$43.2M 9 0.07% Reduced
68
Renaissance Technologies
Renaissance Technologies
New York
$162M +$103M 3 0.23% Increased
69
Envestnet Asset Management
Envestnet Asset Management
Illinois
$160M -$21.8M 6 0.09% Reduced
70
Principal Financial Group
Principal Financial Group
Iowa
$151M -$8.81M 4 0.12% Reduced
71
Eaton Vance Management
Eaton Vance Management
Massachusetts
$151M +$2.82M 4 0.22% Increased
72
Adage Capital Partners
Adage Capital Partners
Massachusetts
$149M +$74.7M 3 0.37% Increased
73
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$149M -$4.59M 1 0.77% Reduced
74
Los Angeles Capital Management
Los Angeles Capital Management
California
$148M +$108M 5 0.77% Increased
75
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$142M +$2.74M 7 0.21% Increased