← 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	Swedbank Stockholm, Sweden	$141M	+$979K	1	0.34%	Increased
77	Lazard Asset Management New York	$140M	-$8.01M	6	0.21%	Reduced
78	SEI Investments Oaks, Pennsylvania	$138M	+$5.85M	5	0.31%	Increased
79	PNC Financial Services Group Pittsburgh, Pennsylvania	$132M	+$1.71M	7	0.14%	Increased
80	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$130M	-$2.46M	7	0.22%	Reduced
81	Mirae Asset Global Investments Seoul, South Korea	$127M	-$23.8M	6	0.34%	Reduced
82	Allspring Global Investments Charlotte, North Carolina	$127M	-$47.1M	7	0.22%	Reduced
83	Pzena Investment Management New York	$125M	-$5.34M	1	0.62%	Reduced
84	Westwood Holdings Group Dallas, Texas	$122M	-$3.63M	3	1.44%	Reduced
85	Fidelity International Hamilton, Bermuda	$121M	-$39.8M	2	0.16%	Reduced
86	First Trust Advisors Wheaton, Illinois	$116M	-$8.03M	5	0.15%	Reduced
87	Natixis Advisors Boston, Massachusetts	$116M	+$13.6M	3	0.49%	Increased
88	Wasatch Advisors Salt Lake City, Utah	$115M	-$5.14M	2	0.8%	Reduced
89	Allianz Asset Management Munich, Germany	$115M	-$114M	4	0.23%	Reduced
90	D.E. Shaw & Co New York	$113M	+$44.3M	6	0.14%	Increased
91	Barclays London, United Kingdom	$113M	+$31.5M	8	0.12%	Increased
92	AMF Tjänstepension Stockholm, Sweden	$109M	-$42.9M	1	1.29%	Reduced
93	VanEck Associates New York	$109M	-$6.43M	5	0.32%	Reduced
94	Baird Financial Group Milwaukee, Wisconsin	$108M	-$64.8K	3	0.32%	Reduced
95	Polar Capital Holdings London, United Kingdom	$103M	-$7.15M	3	0.66%	Reduced
96	Vaughan Nelson Investment Management Houston, Texas	$102M	+$23.7M	2	1.48%	Increased
97	Korea Investment Corp Seoul, South Korea	$98M	+$10.3M	2	0.3%	Increased
98	Citigroup New York	$97.2M	-$8M	8	0.07%	Reduced
99	SSM Sound Shore Management Greenwich, Connecticut	$95.3M	-$18.9M	1	3.85%	Reduced
100	Alyeska Investment Group Chicago, Illinois	$89.1M	+$73.5M	2	1.04%	Increased