← 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
Capital Research Global Investors
Capital Research Global Investors
California
$389M +$3.83M 1 0.1% Increased
52
Stifel Financial
Stifel Financial
Missouri
$386M +$3.9M 4 0.49% Increased
53
Envestnet Asset Management
Envestnet Asset Management
Illinois
$368M +$5.53M 6 0.15% Increased
54
Bessemer Group
Bessemer Group
New Jersey
$362M -$74.2M 4 0.71% Reduced
55
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$345M -$9.86M 4 0.71% Reduced
56
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$337M +$40.1M 3 3.36% Increased
57
American Century Companies
American Century Companies
Missouri
$327M -$9.59M 6 0.22% Reduced
58
Bahl & Gaynor
Bahl & Gaynor
Ohio
$327M -$21.2M 2 1.96% Reduced
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$311M +$18.1M 4 0.24% Increased
60
Balyasny Asset Management
Balyasny Asset Management
Illinois
$307M +$228M 5 0.58% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$306M +$940K 6 0.42% Increased
62
Deutsche Bank
Deutsche Bank
Germany
$304M +$12.8M 6 0.16% Increased
63
SEI Investments
SEI Investments
Pennsylvania
$295M +$12.7M 6 0.47% Increased
64
Eagle Asset Management
Eagle Asset Management
Florida
$295M -$29.1M 2 1.58% Reduced
65
Congress Asset Management
Congress Asset Management
Massachusetts
$289M -$1.02M 2 2.28% Reduced
66
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$281M -$8.16M 6 0.57% Reduced
67
Credit Suisse
Credit Suisse
Switzerland
$273M +$3.78M 5 0.26% Increased
68
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$266M -$333K 7 0.28% Reduced
69
Natixis Advisors
Natixis Advisors
Massachusetts
$265M +$14.1M 3 0.7% Increased
70
Sachem Head Capital Management
Sachem Head Capital Management
New York
$256M +$170M 1 11.96% Increased
71
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$255M +$3.19K 3 0.9% Increased
72
Principal Financial Group
Principal Financial Group
Iowa
$250M +$5.67M 4 0.16% Increased
73
Swedbank
Swedbank
Sweden
$234M -$2.53M 2 0.38% Reduced
74
Allspring Global Investments
Allspring Global Investments
North Carolina
$219M -$34.6M 4 0.36% Reduced
75
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$216M -$4.12M 7 0.17% Reduced