← 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	Baird Financial Group Milwaukee, Wisconsin	$171M	+$2.68M	3	0.42%	Increased
77	Eaton Vance Management Boston, Massachusetts	$170M	+$8.42M	4	0.2%	Increased
78	VanEck Associates New York	$168M	+$125M	5	0.35%	Increased
79	PNC Financial Services Group Pittsburgh, Pennsylvania	$166M	-$9.15M	7	0.15%	Reduced
80	Bahl & Gaynor Cincinnati, Ohio	$164M	-$43.1M	2	1.21%	Reduced
81	Lord, Abbett & Co Jersey City, New Jersey	$163M	-$873K	2	0.43%	Reduced
82	SSM Sound Shore Management Greenwich, Connecticut	$162M	+$1.81M	1	4.69%	Increased
83	Citigroup New York	$161M	+$23.8M	8	0.1%	Increased
84	Swedbank Stockholm, Sweden	$160M	-$502K	1	0.3%	Reduced
85	RhumbLine Advisers Boston, Massachusetts	$158M	+$3.73M	6	0.2%	Increased
86	SI Standard Investments New York	$157M	+$143M	1	4.08%	New
87	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$156M	-$8.73M	6	0.21%	Reduced
88	First Trust Advisors Wheaton, Illinois	$151M	-$25.1M	6	0.15%	Reduced
89	Pzena Investment Management New York	$151M	-$1.88M	1	0.57%	Reduced
90	Barclays London, United Kingdom	$150M	-$70.3M	7	0.12%	Reduced
91	Millennium Management New York	$149M	-$53.6M	8	0.08%	Reduced
92	Westwood Holdings Group Dallas, Texas	$142M	+$9.09M	2	1.31%	Increased
93	Korea Investment Corp Seoul, South Korea	$134M	+$4.24M	2	0.33%	Increased
94	SEI Investments Oaks, Pennsylvania	$132M	+$5.11M	5	0.27%	Increased
95	AMF Tjänstepension Stockholm, Sweden	$126M	+$69.2M	1	0.93%	Increased
96	Natixis Advisors Boston, Massachusetts	$123M	-$11.5M	4	0.47%	Reduced
97	Robeco Schweiz Zurich, Switzerland	$114M	+$36.1M	1	1.61%	Increased
98	D.E. Shaw & Co New York	$113M	+$502K	6	0.11%	Increased
99	LPU Lansdowne Partners (UK) London, United Kingdom	$109M	-$38.1M	1	9.04%	Reduced
100	Sachem Head Capital Management New York	$109M	-$40.8M	1	2.77%	Reduced