← 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
American Century Companies
Missouri
$300M +$409K 7 0.24% Increased
52
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$290M +$11.9M 5 0.55% Increased
53
Stifel Financial
Stifel Financial
Missouri
$288M -$4.6M 4 0.41% Reduced
54
Capital Research Global Investors
Capital Research Global Investors
California
$286M +$56.4M 1 0.08% Increased
55
Millennium Management
Millennium Management
New York
$280M -$340M 8 0.16% Reduced
56
VanEck Associates
VanEck Associates
New York
$262M -$10.3M 3 0.6% Reduced
57
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$259M +$79.1M 3 0.93% Increased
58
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$238M -$1.28M 4 0.6% Reduced
59
Lyrical Asset Management
Lyrical Asset Management
New York
$237M -$11.2M 1 4.63% Reduced
60
Deutsche Bank
Deutsche Bank
Germany
$236M -$20.6M 7 0.13% Reduced
61
Allspring Global Investments
Allspring Global Investments
North Carolina
$233M -$2.67M 7 0.39% Reduced
62
Los Angeles Capital Management
Los Angeles Capital Management
California
$232M +$34.8M 6 1.03% Increased
63
Congress Asset Management
Congress Asset Management
Massachusetts
$229M -$13.1M 3 2.14% Reduced
64
Envestnet Asset Management
Envestnet Asset Management
Illinois
$227M +$389M 6 0.11% Increased
65
Principal Financial Group
Principal Financial Group
Iowa
$220M +$22.3M 4 0.16% Increased
66
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$220M -$5.12M 7 0.3% Reduced
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$211M -$29.6M 4 0.19% Reduced
68
Credit Suisse
Credit Suisse
Switzerland
$210M -$3.7M 5 0.21% Reduced
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$198M +$3.69M 7 0.24% Increased
70
D.E. Shaw & Co
D.E. Shaw & Co
New York
$197M +$15.7M 6 0.21% Increased
71
SEI Investments
SEI Investments
Pennsylvania
$196M +$19.8M 6 0.36% Increased
72
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$189M -$36.7M 1 0.79% Reduced
73
Swedbank
Swedbank
Sweden
$188M -$605K 2 0.37% Reduced
74
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$185M -$8.8M 1 1.87% Reduced
75
Wasatch Advisors
Wasatch Advisors
Utah
$183M -$7.36M 2 1.14% Reduced