← 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
EARNEST Partners
EARNEST Partners
Georgia
$507M -$14.1M 3 2.21% Reduced
52
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$499M -$37.5M 3 0.66% Reduced
53
Envestnet Asset Management
Envestnet Asset Management
Illinois
$479M -$8.72M 6 0.15% Reduced
54
Winslow Capital Management
Winslow Capital Management
Minnesota
$448M +$167M 1 1.61% Increased
55
Citigroup
Citigroup
New York
$445M -$18.3M 8 0.26% Reduced
56
SEI Investments
SEI Investments
Pennsylvania
$441M +$22.8M 5 0.57% Increased
57
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$429M +$4.79M 3 0.8% Increased
58
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$417M -$12.5M 1 0.31% Reduced
59
Macquarie Group
Macquarie Group
Australia
$415M -$72.8M 4 0.45% Reduced
60
Victory Capital Management
Victory Capital Management
Texas
$415M -$166M 6 0.4% Reduced
61
VanEck Associates
VanEck Associates
New York
$408M +$82.4M 3 0.51% Increased
62
American Century Companies
American Century Companies
Missouri
$391M -$6.27M 5 0.23% Reduced
63
Natixis Advisors
Natixis Advisors
Massachusetts
$380M +$36.1M 4 0.74% Increased
64
Bessemer Group
Bessemer Group
New Jersey
$377M +$2.92M 4 0.62% Increased
65
Rafferty Asset Management
Rafferty Asset Management
New York
$373M -$4.38M 2 1.28% Reduced
66
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$363M -$99.9M 3 1.16% Reduced
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$357M -$27.8M 4 0.25% Reduced
68
Bahl & Gaynor
Bahl & Gaynor
Ohio
$357M -$36.3M 2 1.84% Reduced
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$356M -$15.5M 7 0.32% Reduced
70
National Pension Service
National Pension Service
South Korea
$352M +$32.9M 2 0.34% Increased
71
DZ Bank
DZ Bank
Germany
$352M -$425M 3 0.34% Reduced
72
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$334M -$8.88M 6 0.45% Reduced
73
Eagle Asset Management
Eagle Asset Management
Florida
$333M -$39.5M 2 1.7% Reduced
74
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$329M +$7.39M 7 0.74% Increased
75
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$324M +$152M 3 0.31% Increased