← 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
Barclays
Barclays
United Kingdom
$317M +$33.7M 7 0.2% Increased
52
VOYA Investment Management
VOYA Investment Management
Georgia
$311M -$26.1M 6 0.34% Reduced
53
Bahl & Gaynor
Bahl & Gaynor
Ohio
$309M -$8.29M 2 1.97% Reduced
54
Envestnet Asset Management
Envestnet Asset Management
Illinois
$305M +$56.6M 6 0.14% Increased
55
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$296M +$5.39M 4 0.68% Increased
56
Citadel Advisors
Citadel Advisors
Florida
$283M +$139M 8 0.06% Increased
57
Capital Research Global Investors
Capital Research Global Investors
California
$281M +$15.8M 1 0.08% Increased
58
American Century Companies
American Century Companies
Missouri
$272M +$1.34M 7 0.21% Increased
59
Lyrical Asset Management
Lyrical Asset Management
New York
$267M -$354K 1 5.04% Reduced
60
Eagle Asset Management
Eagle Asset Management
Florida
$265M -$31.2M 2 1.57% Reduced
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$263M -$11.4M 6 0.38% Reduced
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$249M +$16.2M 4 0.21% Increased
63
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$247M +$19.5M 6 0.54% Increased
64
Deutsche Bank
Deutsche Bank
Germany
$247M -$29.1M 6 0.16% Reduced
65
Credit Suisse
Credit Suisse
Switzerland
$233M -$6.1M 5 0.24% Reduced
66
Congress Asset Management
Congress Asset Management
Massachusetts
$232M -$4.77M 3 2.05% Reduced
67
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$226M +$3.15M 7 0.26% Increased
68
SEI Investments
SEI Investments
Pennsylvania
$224M +$7.4M 6 0.4% Increased
69
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$221M +$93.3M 2 2.49% Increased
70
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$213M -$106M 3 0.79% Reduced
71
Swedbank
Swedbank
Sweden
$208M -$21.5M 2 0.36% Reduced
72
Natixis Advisors
Natixis Advisors
Massachusetts
$208M +$22.8M 4 0.64% Increased
73
Principal Financial Group
Principal Financial Group
Iowa
$206M -$32.2M 4 0.15% Reduced
74
Allspring Global Investments
Allspring Global Investments
North Carolina
$199M -$12.7M 5 0.35% Reduced
75
First Trust Advisors
First Trust Advisors
Illinois
$197M +$2.06M 6 0.23% Increased