← 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	$154M	-$715K	6	0.15%	Reduced
77	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$150M	+$1.94M	7	0.23%	Increased
78	Lord, Abbett & Co Jersey City, New Jersey	$142M	+$72.6M	3	0.51%	Increased
79	Mirae Asset Global Investments Seoul, South Korea	$139M	-$2.25M	6	0.36%	Reduced
80	Los Angeles Capital Management Los Angeles, California	$139M	-$5.76M	5	0.68%	Reduced
81	SEI Investments Oaks, Pennsylvania	$138M	-$11.3M	5	0.31%	Reduced
82	Wasatch Advisors Salt Lake City, Utah	$136M	+$23.5M	2	0.91%	Increased
83	Natixis Advisors Boston, Massachusetts	$134M	+$3.35M	4	0.5%	Increased
84	Barclays London, United Kingdom	$126M	+$4.64M	8	0.06%	Increased
85	AMF Tjänstepension Stockholm, Sweden	$122M	-$5.86M	1	1.4%	Reduced
86	SSM Sound Shore Management Greenwich, Connecticut	$119M	-$3.08M	1	4.49%	Reduced
87	Baird Financial Group Milwaukee, Wisconsin	$116M	+$508K	3	0.3%	Increased
88	Westwood Holdings Group Dallas, Texas	$115M	-$26.5M	3	1.01%	Reduced
89	Pzena Investment Management New York	$108M	-$48.4M	1	0.48%	Reduced
90	SI Standard Investments New York	$108M	$0	1	5.61%	Maintained
91	Lazard Asset Management New York	$107M	-$55M	5	0.15%	Reduced
92	Russell Investments Group London, United Kingdom	$105M	+$6.07M	6	0.22%	Increased
93	Polar Capital Holdings London, United Kingdom	$105M	+$4.89M	1	0.84%	Increased
94	Adage Capital Partners Boston, Massachusetts	$104M	-$65.8M	3	0.25%	Reduced
95	First Trust Advisors Wheaton, Illinois	$101M	-$25.8M	4	0.12%	Reduced
96	Citigroup New York	$99.3M	-$7.33M	8	0.08%	Reduced
97	State of Wisconsin Investment Board Madison, Wisconsin	$95.1M	+$3.39M	6	0.31%	Increased
98	State Board of Administration of Florida Retirement System Tallahassee, Florida	$94.1M	-$2.47M	5	0.23%	Reduced
99	Epoch Investment Partners New York	$93.3M	-$2.2M	1	0.56%	Reduced
100	Alyeska Investment Group Chicago, Illinois	$91.4M	+$171K	1	0.95%	Increased