← 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
76	Point72 Asset Management Stamford, Connecticut	$553M	+$249M	7	0.61%	Increased
77	RhumbLine Advisers Boston, Massachusetts	$552M	-$54.9M	11	0.42%	Reduced
78	Qube Research & Technologies (QRT) London, United Kingdom	$543M	+$366M	6	0.5%	Increased
79	Susquehanna International Group Bala Cynwyd, Pennsylvania	$512M	+$304M	13	0.04%	Increased
80	AQR Capital Management Greenwich, Connecticut	$501M	+$72.6M	9	0.17%	Increased
81	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$495M	+$167M	7	0.27%	Increased
82	New York State Common Retirement Fund Albany, New York	$488M	-$59.9M	11	0.62%	Reduced
83	DekaBank Deutsche Girozentrale Frankfurt, Germany	$487M	$0	3	0.82%	Maintained
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$465M	+$6.1M	11	0.43%	Increased
85	PNC Financial Services Group Pittsburgh, Pennsylvania	$428M	-$401K	10	0.21%	Reduced
86	Nomura Asset Management International Philadelphia, Pennsylvania	$427M	-$119M	7	0.64%	Reduced
87	DZ Bank Frankfurt Am Main, Germany	$422M	+$165M	7	0.32%	Increased
88	Polar Capital Holdings London, United Kingdom	$421M	-$128M	2	0.99%	Reduced
89	Tidal Investments Milwaukee, Wisconsin	$419M	+$144M	9	0.73%	Increased
90	Jennison Associates New York	$418M	+$261M	5	0.25%	Increased
91	Aberdeen Group Edinburgh, United Kingdom	$418M	+$46.7M	4	0.59%	Increased
92	D.E. Shaw & Co New York	$407M	+$147M	12	0.19%	Increased
93	Bank of Montreal Toronto, Ontario, Canada	$383M	+$33.7M	10	0.13%	Increased
94	AGF Management Toronto, Ontario, Canada	$380M	+$222M	3	1.47%	Increased
95	Swedbank Stockholm, Sweden	$377M	+$86K	3	0.32%	Increased
96	Bank Julius Baer & Co Zurich, Switzerland	$376M	+$112M	4	0.97%	Increased
97	Russell Investments Group London, United Kingdom	$375M	+$41.5M	11	0.33%	Increased
98	Congress Asset Management Boston, Massachusetts	$371M	-$36.3M	5	2.29%	Reduced
99	Allspring Global Investments Charlotte, North Carolina	$367M	+$7.74M	4	0.56%	Increased
100	BAMCO Inc New York	$367M	-$75.3M	4	0.55%	Reduced