← 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 Atlanta, Georgia	$539M	-$25.7M	3	2.43%	Reduced
52	Fidelity International Hamilton, Bermuda	$465M	+$211M	3	0.4%	Increased
53	Citigroup New York	$462M	-$8.48M	8	0.23%	Reduced
54	California Public Employees Retirement System Sacramento, California	$450M	+$80.9M	4	0.29%	Increased
55	1832 Asset Management Toronto, Ontario, Canada	$448M	-$271M	2	0.35%	Reduced
56	Principal Financial Group Des Moines, Iowa	$447M	+$37.1M	5	0.24%	Increased
57	Fayez Sarofim & Co Houston, Texas	$438M	+$58.4M	1	1.05%	Increased
58	SEI Investments Oaks, Pennsylvania	$433M	+$66.8M	5	0.5%	Increased
59	DekaBank Deutsche Girozentrale Frankfurt, Germany	$429M	-$11.1M	3	0.76%	Reduced
60	Rafferty Asset Management New York	$400M	+$91.2M	3	1.32%	Increased
61	RhumbLine Advisers Boston, Massachusetts	$400M	+$10.3M	6	0.34%	Increased
62	Lyrical Asset Management New York	$398M	-$24.7M	1	5.74%	Reduced
63	Natixis Advisors Boston, Massachusetts	$397M	+$72.5M	4	0.63%	Increased
64	Macquarie Group Sydney, NSW 2000, Australia	$394M	-$34.4M	4	0.48%	Reduced
65	Axa Paris, France	$387M	+$91.6M	3	1.11%	Increased
66	TD Asset Management Toronto, Ontario, Canada	$387M	+$26M	3	0.33%	Increased
67	New York State Common Retirement Fund Albany, New York	$358M	-$14.7M	5	0.48%	Reduced
68	Vaughan Nelson Investment Management Houston, Texas	$355M	+$145M	2	3.33%	Increased
69	Bessemer Group Woodbridge, New Jersey	$353M	+$853K	5	0.57%	Increased
70	Mitsubishi UFJ Asset Management Tokyo, Japan	$352M	+$21.6M	5	0.28%	Increased
71	PNC Financial Services Group Pittsburgh, Pennsylvania	$343M	+$1.36M	7	0.22%	Increased
72	LSV Asset Management Chicago, Illinois	$338M	-$8.36M	1	0.79%	Reduced
73	Swedbank Stockholm, Sweden	$333M	+$68.7M	2	0.37%	Increased
74	Bahl & Gaynor Cincinnati, Ohio	$330M	-$89.9M	2	1.67%	Reduced
75	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$328M	-$43.7M	2	0.28%	Reduced