← 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	Congress Asset Management Boston, Massachusetts	$147M	-$15.1M	3	1.33%	Reduced
77	RhumbLine Advisers Boston, Massachusetts	$145M	-$21.2M	5	0.2%	Reduced
78	Pzena Investment Management New York	$143M	-$1.63M	1	0.58%	Reduced
79	Lord, Abbett & Co Jersey City, New Jersey	$139M	-$42.9M	2	0.35%	Reduced
80	Envestnet Asset Management Chicago, Illinois	$138M	-$5.41M	4	0.09%	Reduced
81	Korea Investment Corp Seoul, South Korea	$138M	+$6.53M	2	0.44%	Increased
82	American Century Companies Kansas City, Missouri	$138M	-$127M	4	0.1%	Reduced
83	LPU Lansdowne Partners (UK) London, United Kingdom	$137M	+$44.9M	1	4.45%	Increased
84	Lazard Asset Management New York	$135M	+$5.27M	4	0.16%	Increased
85	Barclays London, United Kingdom	$132M	+$47.3M	6	0.07%	Increased
86	Fidelity International Hamilton, Bermuda	$132M	-$26.3M	3	0.15%	Reduced
87	Holocene Advisors New York	$131M	+$38.7M	1	0.82%	Increased
88	Citadel Advisors Miami, Florida	$123M	-$114M	6	0.03%	Reduced
89	D.E. Shaw & Co New York	$122M	+$10.8M	5	0.12%	Increased
90	TD Asset Management Toronto, Ontario, Canada	$120M	+$2.11M	2	0.13%	Increased
91	Thrivent Financial for Lutherans Minneapolis, Minnesota	$119M	-$30.4M	4	0.26%	Reduced
92	Prudential Financial Newark, New Jersey	$115M	-$10.4M	4	0.17%	Reduced
93	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$110M	-$6.91M	6	0.1%	Reduced
94	Citigroup New York	$108M	-$24.7M	6	0.07%	Reduced
95	Susquehanna International Group Bala Cynwyd, Pennsylvania	$108M	+$33.2M	6	0.02%	Increased
96	BNP Paribas Financial Markets Paris, France	$107M	+$77.2M	6	0.16%	Increased
97	CIBC Private Wealth Group Atlanta, Georgia	$105M	-$31.4M	3	0.26%	Reduced
98	JP Morgan Private Wealth Advisors San Francisco, California	$105M	+$37.6M	3	0.34%	Increased
99	Man Group London, United Kingdom	$104M	+$38M	5	0.46%	Increased
100	Robeco Schweiz Zurich, Switzerland	$103M	+$33M	1	1.57%	Increased