← 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	PNC Financial Services Group Pittsburgh, Pennsylvania	$199M	-$9.45M	7	0.16%	Reduced
77	First Trust Advisors Wheaton, Illinois	$190M	+$58.6M	6	0.18%	Increased
78	Swedbank Stockholm, Sweden	$181M	-$5.56M	1	0.3%	Reduced
79	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$181M	+$5.37M	6	0.21%	Increased
80	Eaton Vance Management Boston, Massachusetts	$181M	-$25.6M	4	0.22%	Reduced
81	Baird Financial Group Milwaukee, Wisconsin	$178M	-$5.85M	3	0.42%	Reduced
82	Lazard Asset Management New York	$175M	+$16.4M	5	0.19%	Increased
83	Vaughan Nelson Investment Management Houston, Texas	$171M	-$22.6M	2	1.75%	Reduced
84	RhumbLine Advisers Boston, Massachusetts	$169M	+$1.44M	5	0.21%	Increased
85	LPU Lansdowne Partners (UK) London, United Kingdom	$166M	-$43.7M	1	10.08%	Reduced
86	Lord, Abbett & Co Jersey City, New Jersey	$166M	+$417K	2	0.38%	Increased
87	SSM Sound Shore Management Greenwich, Connecticut	$158M	+$4.41M	1	4.38%	Increased
88	Capital International Investors Los Angeles, California	$154M	-$245M	2	0.03%	Reduced
89	Sachem Head Capital Management New York	$151M	-$55.7M	1	3.56%	Reduced
90	Westwood Holdings Group Dallas, Texas	$151M	+$4.82M	2	1.35%	Increased
91	Pzena Investment Management New York	$151M	+$9.12M	1	0.57%	Increased
92	Natixis Advisors Boston, Massachusetts	$149M	+$11.1M	3	0.57%	Increased
93	Ensign Peak Advisors Salt Lake City, Utah	$148M	-$5.39M	5	0.28%	Reduced
94	Citigroup New York	$146M	-$7.15M	8	0.08%	Reduced
95	Korea Investment Corp Seoul, South Korea	$146M	-$10.8M	2	0.38%	Reduced
96	SEI Investments Oaks, Pennsylvania	$129M	+$795K	5	0.24%	Increased
97	Bank of Montreal Toronto, Ontario, Canada	$125M	-$22.4M	6	0.07%	Reduced
98	Axa Paris, France	$122M	-$4.53M	5	0.31%	Reduced
99	1832 Asset Management Toronto, Ontario, Canada	$122M	+$7.49M	2	0.22%	Increased
100	Epoch Investment Partners New York	$120M	-$45.2M	2	0.61%	Reduced