← 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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$452M -$4.93M 6 0.16% Reduced
52
Macquarie Group
Macquarie Group
Australia
$443M -$85M 5 0.51% Reduced
53
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$437M +$12.7M 3 1.43% Increased
54
Citigroup
Citigroup
New York
$423M +$79.3M 8 0.27% Increased
55
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$408M -$10.2M 1 0.32% Reduced
56
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$393M -$16.3M 3 0.71% Reduced
57
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$383M -$12.9M 1 3.53% Reduced
58
SEI Investments
SEI Investments
Pennsylvania
$382M +$26.2M 6 0.54% Increased
59
Bahl & Gaynor
Bahl & Gaynor
Ohio
$375M -$42.6M 2 2.09% Reduced
60
Citadel Advisors
Citadel Advisors
Florida
$367M -$179M 9 0.07% Reduced
61
Congress Asset Management
Congress Asset Management
Massachusetts
$363M -$22M 2 2.6% Reduced
62
American Century Companies
American Century Companies
Missouri
$361M -$21.5M 6 0.22% Reduced
63
California Public Employees Retirement System
California Public Employees Retirement System
California
$358M -$16.5M 4 0.26% Reduced
64
Bessemer Group
Bessemer Group
New Jersey
$354M -$104M 4 0.62% Reduced
65
Deutsche Bank
Deutsche Bank
Germany
$353M -$61.8M 6 0.16% Reduced
66
Eagle Asset Management
Eagle Asset Management
Florida
$348M +$180K 2 1.87% Increased
67
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$347M -$259K 7 0.33% Reduced
68
Millennium Management
Millennium Management
New York
$347M -$1.26M 6 0.16% Reduced
69
Rafferty Asset Management
Rafferty Asset Management
New York
$336M -$21.1M 3 1.25% Reduced
70
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$324M -$4.71M 6 0.42% Reduced
71
Natixis Advisors
Natixis Advisors
Massachusetts
$313M -$31.1M 4 0.68% Reduced
72
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$306M +$314M 7 0.73% New
73
VanEck Associates
VanEck Associates
New York
$305M +$27.1M 4 0.43% Increased
74
National Pension Service
National Pension Service
South Korea
$296M +$1.57M 2 0.34% Increased
75
Capital Research Global Investors
Capital Research Global Investors
California
$290M -$126M 1 0.06% Reduced