← 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
First Trust Advisors
First Trust Advisors
Illinois
$360M +$135M 6 0.32% Increased
52
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$337M +$11.2M 4 0.66% Increased
53
Bahl & Gaynor
Bahl & Gaynor
Ohio
$330M +$50.5M 2 1.68% Increased
54
Macquarie Group
Macquarie Group
Australia
$326M +$27.5M 4 0.41% Increased
55
Principal Financial Group
Principal Financial Group
Iowa
$304M -$2.26M 4 0.17% Reduced
56
Alyeska Investment Group
Alyeska Investment Group
Illinois
$304M +$124M 3 1.21% Increased
57
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$293M +$4.31M 6 0.27% Increased
58
National Pension Service
National Pension Service
South Korea
$290M +$29.5M 2 0.28% Increased
59
VOYA Investment Management
VOYA Investment Management
Georgia
$286M -$173M 4 0.32% Reduced
60
Lyrical Asset Management
Lyrical Asset Management
New York
$285M -$5.04M 1 4.32% Reduced
61
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$282M +$274M 1 0.7% Increased
62
Citadel Advisors
Citadel Advisors
Florida
$280M +$737K 7 0.05% Increased
63
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$277M -$1.68M 6 0.41% Reduced
64
TD Asset Management
TD Asset Management
Ontario, Canada
$273M -$316M 3 0.25% Reduced
65
LPL Financial
LPL Financial
California
$270M +$18.9M 6 0.1% Increased
66
California Public Employees Retirement System
California Public Employees Retirement System
California
$269M +$3.8M 4 0.19% Increased
67
SEI Investments
SEI Investments
Pennsylvania
$268M -$74.9M 5 0.35% Reduced
68
Bessemer Group
Bessemer Group
New Jersey
$268M -$39.9M 5 0.48% Reduced
69
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$260M +$6.87M 8 0.14% Increased
70
American Century Companies
American Century Companies
Missouri
$257M -$14.1M 6 0.16% Reduced
71
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$252M +$35.4M 5 0.23% Increased
72
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$244M -$47.8M 6 0.52% Reduced
73
Natixis Advisors
Natixis Advisors
Massachusetts
$241M -$41.6M 4 0.45% Reduced
74
Rafferty Asset Management
Rafferty Asset Management
New York
$234M -$21.4M 4 1% Reduced
75
LSV Asset Management
LSV Asset Management
Illinois
$231M -$8.22M 1 0.55% Reduced