← 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
Epoch Investment Partners
Epoch Investment Partners
New York
$168M -$46.8M 2 0.9% Reduced
77
First Trust Advisors
First Trust Advisors
Illinois
$168M +$808K 4 0.18% Increased
78
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$168M +$20.2M 2 0.4% Increased
79
American Century Companies
American Century Companies
Missouri
$167M +$19.9M 4 0.11% Increased
80
Citadel Advisors
Citadel Advisors
Florida
$153M +$23M 7 0.03% Increased
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$148M -$9.84M 6 0.19% Reduced
82
Congress Asset Management
Congress Asset Management
Massachusetts
$146M -$8.51M 3 1.22% Reduced
83
Baird Financial Group
Baird Financial Group
Wisconsin
$145M -$26M 4 0.38% Reduced
84
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$145M -$6.33M 5 0.19% Reduced
85
Pzena Investment Management
Pzena Investment Management
New York
$141M +$1.46M 1 0.55% Increased
86
Envestnet Asset Management
Envestnet Asset Management
Illinois
$141M -$6.25M 6 0.08% Reduced
87
Lazard Asset Management
Lazard Asset Management
New York
$139M -$5.56M 4 0.16% Reduced
88
Barclays
Barclays
United Kingdom
$138M +$469K 6 0.07% Increased
89
Korea Investment Corp
Korea Investment Corp
South Korea
$137M -$10.3M 2 0.39% Reduced
90
Fidelity International
Fidelity International
Bermuda
$137M +$6.57M 2 0.15% Increased
91
Westwood Holdings Group
Westwood Holdings Group
Texas
$137M +$32.7M 2 1.38% Increased
92
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$133M -$20.1M 3 0.16% Reduced
93
Renaissance Technologies
Renaissance Technologies
New York
$129M +$86.2M 5 0.16% Increased
94
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$125M +$44.6M 3 0.35% Increased
95
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$123M -$2.92M 3 0.25% Reduced
96
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$115M +$33.6M 1 0.5% Increased
97
Bank of Montreal
Bank of Montreal
Ontario, Canada
$115M +$21.4M 7 0.06% Increased
98
Citigroup
Citigroup
New York
$113M -$272K 6 0.07% Reduced
99
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$111M +$9.65M 4 0.67% Increased
100
Man Group
Man Group
United Kingdom
$110M -$63.1K 4 0.39% Reduced