← 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	American Century Companies Kansas City, Missouri	$245M	+$26.4M	6	0.2%	Increased
52	Sachem Head Capital Management New York	$231M	+$2.29M	1	9.04%	Increased
53	Baillie Gifford & Co Edinburgh, United Kingdom	$228M	+$223M	2	0.24%	Increased
54	Eagle Asset Management St Petersburg, Florida	$227M	+$22.8M	2	1.39%	Increased
55	Deutsche Bank Frankfurt Am Main Ge, Germany	$226M	-$8.07M	7	0.13%	Reduced
56	Bahl & Gaynor Cincinnati, Ohio	$218M	-$10.4M	2	1.36%	Reduced
57	California Public Employees Retirement System Sacramento, California	$210M	-$2.32M	4	0.18%	Reduced
58	DekaBank Deutsche Girozentrale Frankfurt, Germany	$205M	+$6.24M	4	0.54%	Increased
59	New York State Common Retirement Fund Albany, New York	$195M	+$3.81M	7	0.27%	Increased
60	Fred Alger Management New York	$193M	-$59.4M	2	1.05%	Reduced
61	VanEck Associates New York	$193M	+$89.9M	4	0.5%	Increased
62	Congress Asset Management Boston, Massachusetts	$191M	-$6.87M	3	1.91%	Reduced
63	Credit Suisse Zurich, Switzerland	$190M	-$5.28M	6	0.2%	Reduced
64	Envestnet Asset Management Chicago, Illinois	$187M	+$9.14M	6	0.1%	Increased
65	Holocene Advisors New York	$183M	+$123M	2	1.12%	Increased
66	Lyrical Asset Management New York	$180M	-$9.79M	1	3.8%	Reduced
67	Fiduciary Management Inc Milwaukee, Wisconsin	$178M	-$19.6M	1	1.8%	Reduced
68	Swedbank Stockholm, Sweden	$171M	+$4.88M	2	0.38%	Increased
69	Allspring Global Investments Charlotte, North Carolina	$169M	+$44.3M	7	0.29%	Increased
70	RhumbLine Advisers Boston, Massachusetts	$167M	+$8.79M	7	0.22%	Increased
71	Principal Financial Group Des Moines, Iowa	$163M	-$1.46M	4	0.12%	Reduced
72	Impax Asset Management Group London, United Kingdom	$161M	+$16.9M	1	0.72%	Increased
73	Capital Research Global Investors Los Angeles, California	$158M	+$161M	1	0.05%	New
74	Allianz Asset Management Munich, Germany	$155M	+$27.7M	4	0.3%	Increased
75	D.E. Shaw & Co New York	$155M	+$33.5M	6	0.17%	Increased