← 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	Brown Advisory Baltimore, Maryland	$483M	-$219M	3	0.67%	Reduced
52	Lyrical Asset Management New York	$455M	-$37.9M	1	5.96%	Reduced
53	Fayez Sarofim & Co Houston, Texas	$448M	+$53.5M	1	1.08%	Increased
54	BNP Paribas Financial Markets Paris, France	$444M	+$155M	9	0.2%	Increased
55	Citigroup New York	$443M	+$11.5M	12	0.2%	Increased
56	1832 Asset Management Toronto, Ontario, Canada	$419M	-$11M	2	0.32%	Reduced
57	DekaBank Deutsche Girozentrale Frankfurt, Germany	$417M	$0	3	0.72%	Maintained
58	Qube Research & Technologies (QRT) London, United Kingdom	$406M	+$203M	7	0.41%	Increased
59	Mitsubishi UFJ Asset Management Tokyo, Japan	$403M	+$39.2M	5	0.27%	Increased
60	SEI Investments Oaks, Pennsylvania	$398M	-$96.7M	7	0.39%	Reduced
61	California Public Employees Retirement System Sacramento, California	$388M	-$4.21M	4	0.22%	Reduced
62	Nomura Asset Management International Philadelphia, Pennsylvania	$388M	+$414M	5	0.59%	New
63	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$382M	+$96.7M	4	0.64%	Increased
64	LPL Financial San Diego, California	$381M	+$6M	10	0.1%	Increased
65	RhumbLine Advisers Boston, Massachusetts	$380M	-$11.9M	7	0.31%	Reduced
66	SG Americas Securities New York	$378M	+$366M	6	0.48%	Increased
67	Natixis Advisors Boston, Massachusetts	$377M	-$14.5M	4	0.53%	Reduced
68	American Century Companies Kansas City, Missouri	$376M	+$4.07M	7	0.19%	Increased
69	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$372M	+$56.9M	3	0.28%	Increased
70	Rafferty Asset Management New York	$371M	+$16.5M	4	1.28%	Increased
71	Man Group London, United Kingdom	$369M	+$194M	5	0.63%	Increased
72	Jane Street New York	$353M	+$268M	11	0.05%	Increased
73	Vaughan Nelson Investment Management Houston, Texas	$351M	-$26.1M	2	3.43%	Reduced
74	New York State Common Retirement Fund Albany, New York	$341M	-$30M	5	0.46%	Reduced
75	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$331M	+$30M	7	0.49%	Increased