← 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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$595M +$14M 5 0.69% Increased
52
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$590M +$55.8M 9 0.29% Increased
53
Pictet Asset Management
Pictet Asset Management
Switzerland
$587M -$84.4M 7 0.62% Reduced
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$562M +$115M 4 0.35% Increased
55
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$534M +$30.9M 1 1.37% Increased
56
SEI Investments
SEI Investments
Pennsylvania
$502M +$26.3M 7 0.46% Increased
57
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$497M $0 3 0.82% Maintained
58
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$494M +$124M 7 0.67% Increased
59
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$484M +$36.9M 6 0.33% Increased
60
HSBC Holdings
HSBC Holdings
United Kingdom
$479M +$164M 5 0.25% Increased
61
Lyrical Asset Management
Lyrical Asset Management
New York
$456M -$36.9M 1 6.95% Reduced
62
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$454M +$201M 4 0.37% Increased
63
Brown Advisory
Brown Advisory
Maryland
$451M -$129M 4 0.74% Reduced
64
LPL Financial
LPL Financial
California
$441M +$7.77M 11 0.12% Increased
65
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$440M +$438M 9 0.24% New
66
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$440M -$2.2M 7 0.38% Reduced
67
American Century Companies
American Century Companies
Missouri
$439M +$4.22M 9 0.23% Increased
68
Natixis Advisors
Natixis Advisors
Massachusetts
$434M -$3.06M 5 0.6% Reduced
69
National Pension Service
National Pension Service
South Korea
$433M +$10M 3 0.33% Increased
70
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$419M -$43M 5 0.72% Reduced
71
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$411M +$409M 5 0.55% New
72
TD Asset Management
TD Asset Management
Ontario, Canada
$410M +$64.4M 6 0.33% Increased
73
1832 Asset Management
1832 Asset Management
Ontario, Canada
$402M -$70.4M 4 0.37% Reduced
74
Artisan Partners
Artisan Partners
Wisconsin
$399M -$189M 3 0.64% Reduced
75
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$394M -$12.3M 7 0.55% Reduced