← 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	1832 Asset Management Toronto, Ontario, Canada	$501M	+$28.8M	3	0.4%	Increased
52	Fayez Sarofim & Co Houston, Texas	$474M	+$14.8M	1	1.1%	Increased
53	DekaBank Deutsche Girozentrale Frankfurt, Germany	$473M	$0	3	0.8%	Maintained
54	Citigroup New York	$473M	-$52.3M	9	0.21%	Reduced
55	Lyrical Asset Management New York	$472M	+$9.46M	1	6.66%	Increased
56	Fidelity International Hamilton, Bermuda	$461M	-$103M	3	0.36%	Reduced
57	Citadel Advisors Miami, Florida	$454M	+$353M	9	0.07%	Increased
58	AXA Investment Managers Puteaux, France	$446M	+$423M	3	1.2%	New
59	Natixis Advisors Boston, Massachusetts	$435M	-$3.27M	4	0.63%	Reduced
60	Bessemer Group Woodbridge, New Jersey	$434M	+$62.2M	5	0.66%	Increased
61	California Public Employees Retirement System Sacramento, California	$432M	-$58.6M	4	0.26%	Reduced
62	RhumbLine Advisers Boston, Massachusetts	$422M	-$24M	6	0.34%	Reduced
63	LPL Financial San Diego, California	$411M	+$59.3M	8	0.12%	Increased
64	Vaughan Nelson Investment Management Houston, Texas	$401M	-$12.7M	2	3.65%	Reduced
65	Macquarie Group Sydney, NSW 2000, Australia	$401M	-$51.5M	4	0.47%	Reduced
66	Mitsubishi UFJ Asset Management Tokyo, Japan	$400M	+$12.3M	5	0.29%	Increased
67	TD Asset Management Toronto, Ontario, Canada	$396M	-$22.9M	4	0.32%	Reduced
68	American Century Companies Kansas City, Missouri	$389M	+$24.1M	6	0.2%	Increased
69	New York State Common Retirement Fund Albany, New York	$387M	-$10.3M	5	0.5%	Reduced
70	PNC Financial Services Group Pittsburgh, Pennsylvania	$384M	+$21.4M	7	0.23%	Increased
71	Winslow Capital Management Minneapolis, Minnesota	$380M	+$72M	1	1.26%	Increased
72	DZ Bank Frankfurt Am Main, Germany	$365M	+$155M	4	0.32%	Increased
73	Rafferty Asset Management New York	$363M	-$122M	3	1.18%	Reduced
74	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$363M	+$6.47M	2	0.28%	Increased
75	Kayne Anderson Rudnick Investment Management Los Angeles, California	$357M	-$4.6M	4	0.87%	Reduced