← 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	Envestnet Asset Management Chicago, Illinois	$169M	+$18.9M	5	0.09%	Increased
77	American Century Companies Kansas City, Missouri	$166M	-$7.92M	4	0.11%	Reduced
78	Lord, Abbett & Co Jersey City, New Jersey	$163M	-$37.4M	2	0.39%	Reduced
79	Swedbank Stockholm, Sweden	$163M	-$7.51M	1	0.3%	Reduced
80	Mirae Asset Global Investments Seoul, South Korea	$159M	+$34.1M	4	0.4%	Increased
81	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$158M	+$2.67M	6	0.2%	Increased
82	RhumbLine Advisers Boston, Massachusetts	$152M	+$404K	5	0.21%	Increased
83	Ensign Peak Advisors Salt Lake City, Utah	$150M	+$13.9M	3	0.31%	Increased
84	Epoch Investment Partners New York	$148M	-$35.7M	2	0.82%	Reduced
85	SSM Sound Shore Management Greenwich, Connecticut	$148M	-$71.3M	1	4.17%	Reduced
86	IAM Iridian Asset Management Westport, Connecticut	$147M	-$91.1M	1	4.48%	Reduced
87	Citigroup New York	$143M	+$16.2M	7	0.08%	Increased
88	Barclays London, United Kingdom	$140M	-$10.3M	6	0.06%	Reduced
89	Millennium Management New York	$139M	-$55.2M	7	0.08%	Reduced
90	Lazard Asset Management New York	$138M	-$5.47M	4	0.16%	Reduced
91	Korea Investment Corp Seoul, South Korea	$137M	-$4.23M	2	0.41%	Reduced
92	Pzena Investment Management New York	$137M	-$3.22M	1	0.54%	Reduced
93	Bank of Montreal Toronto, Ontario, Canada	$133M	+$14.8M	7	0.06%	Increased
94	First Trust Advisors Wheaton, Illinois	$128M	-$31.4M	5	0.14%	Reduced
95	Westwood Holdings Group Dallas, Texas	$127M	-$13.2M	2	1.38%	Reduced
96	Thrivent Financial for Lutherans Minneapolis, Minnesota	$124M	-$10.1M	3	0.25%	Reduced
97	Natixis Advisors Boston, Massachusetts	$124M	+$64M	3	0.51%	Increased
98	SEI Investments Oaks, Pennsylvania	$124M	+$40.7M	5	0.26%	Increased
99	New York State Teachers Retirement System (NYSTRS) Albany, New York	$120M	+$26.1M	4	0.25%	Increased
100	Axa Paris, France	$118M	+$14.3M	4	0.33%	Increased