← 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
Victory Capital Management
Victory Capital Management
Texas
$431M +$24.1M 5 0.42% Increased
52
Envestnet Asset Management
Envestnet Asset Management
Illinois
$430M -$724K 5 0.14% Reduced
53
Winslow Capital Management
Winslow Capital Management
Minnesota
$390M -$62.2M 1 1.39% Reduced
54
SEI Investments
SEI Investments
Pennsylvania
$383M -$1.1M 5 0.49% Reduced
55
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$380M $0 3 0.7% Maintained
56
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$377M -$32.6M 2 3.5% Reduced
57
Bessemer Group
Bessemer Group
New Jersey
$370M -$6.93M 4 0.6% Reduced
58
DZ Bank
DZ Bank
Germany
$356M +$7M 4 0.36% Increased
59
Principal Financial Group
Principal Financial Group
Iowa
$351M +$107M 5 0.19% Increased
60
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$351M +$29.4M 6 0.74% Increased
61
Bahl & Gaynor
Bahl & Gaynor
Ohio
$349M -$7.16M 2 1.85% Reduced
62
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$339M +$15.5M 6 0.3% Increased
63
Lyrical Asset Management
Lyrical Asset Management
New York
$335M -$3.95M 1 4.96% Reduced
64
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$334M -$2.13M 6 0.45% Reduced
65
Citigroup
Citigroup
New York
$334M -$6.4M 8 0.2% Reduced
66
Citadel Advisors
Citadel Advisors
Florida
$332M -$225M 9 0.06% Reduced
67
Macquarie Group
Macquarie Group
Australia
$328M -$7.4M 4 0.4% Reduced
68
Natixis Advisors
Natixis Advisors
Massachusetts
$322M -$5.75M 4 0.6% Reduced
69
National Pension Service
National Pension Service
South Korea
$315M -$15.1M 2 0.3% Reduced
70
California Public Employees Retirement System
California Public Employees Retirement System
California
$313M -$22.9M 4 0.21% Reduced
71
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$309M -$5.65M 7 0.21% Reduced
72
American Century Companies
American Century Companies
Missouri
$305M -$28.7M 6 0.18% Reduced
73
LPL Financial
LPL Financial
California
$295M +$25.2M 6 0.12% Increased
74
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$285M +$27.6M 7 0.16% Increased
75
First Trust Advisors
First Trust Advisors
Illinois
$283M -$12.2M 6 0.25% Reduced