← 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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$314M +$18.5M 3 1.08% Increased
52
Capital Research Global Investors
Capital Research Global Investors
California
$312M +$3.52M 1 0.08% Increased
53
Eagle Asset Management
Eagle Asset Management
Florida
$310M -$49.4M 2 1.73% Reduced
54
Bahl & Gaynor
Bahl & Gaynor
Ohio
$300M -$83.1M 2 1.83% Reduced
55
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$297M +$19M 4 0.67% Increased
56
Barclays
Barclays
United Kingdom
$294M +$112M 6 0.19% Increased
57
American Century Companies
American Century Companies
Missouri
$285M -$51M 7 0.21% Reduced
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$275M +$18.5M 7 0.35% Increased
59
Deutsche Bank
Deutsche Bank
Germany
$274M +$1.69M 7 0.15% Increased
60
Lyrical Asset Management
Lyrical Asset Management
New York
$274M -$10.1M 1 5.12% Reduced
61
Envestnet Asset Management
Envestnet Asset Management
Illinois
$255M -$400M 6 0.11% Reduced
62
Congress Asset Management
Congress Asset Management
Massachusetts
$251M -$3.89M 3 2.18% Reduced
63
Principal Financial Group
Principal Financial Group
Iowa
$249M +$692K 4 0.17% Increased
64
SEI Investments
SEI Investments
Pennsylvania
$241M +$19.2M 6 0.42% Increased
65
Allspring Global Investments
Allspring Global Investments
North Carolina
$236M -$15.3M 5 0.38% Reduced
66
Credit Suisse
Credit Suisse
Switzerland
$234M -$8.3M 5 0.23% Reduced
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$232M -$10.1M 4 0.2% Reduced
68
Winslow Capital Management
Winslow Capital Management
Minnesota
$226M +$198M 1 1.02% New
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$224M -$1.96M 7 0.25% Reduced
70
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$224M +$11.9M 6 0.48% Increased
71
Swedbank
Swedbank
Sweden
$218M -$1.62M 2 0.37% Reduced
72
First Trust Advisors
First Trust Advisors
Illinois
$203M +$43.2M 4 0.23% Increased
73
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$191M +$2.88M 7 0.16% Increased
74
Wasatch Advisors
Wasatch Advisors
Utah
$190M -$7.3M 2 1.15% Reduced
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$189M -$5.84M 6 0.27% Reduced