← 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	Natixis Advisors Boston, Massachusetts	$187M	+$881K	4	0.58%	Increased
77	Citigroup New York	$182M	+$38.8M	7	0.12%	Increased
78	LSV Asset Management Chicago, Illinois	$181M	+$52.4M	1	0.4%	Increased
79	Polar Capital Holdings London, United Kingdom	$181M	-$1.17M	1	0.91%	Reduced
80	D.E. Shaw & Co New York	$177M	-$33M	5	0.18%	Reduced
81	Impax Asset Management Group London, United Kingdom	$171M	-$29M	1	0.69%	Reduced
82	Baird Financial Group Milwaukee, Wisconsin	$170M	+$17.3M	3	0.45%	Increased
83	TC Tairen Capital Hong Kong	$160M	+$141M	1	5.03%	New
84	Fiduciary Management Inc Milwaukee, Wisconsin	$159M	-$50.9M	1	1.61%	Reduced
85	Rafferty Asset Management New York	$157M	+$31.8M	3	0.89%	Increased
86	Vaughan Nelson Investment Management Houston, Texas	$156M	+$23M	2	1.73%	Increased
87	Citadel Advisors Miami, Florida	$154M	-$35.9M	8	0.03%	Reduced
88	Adage Capital Partners Boston, Massachusetts	$144M	+$29M	3	0.31%	Increased
89	Millennium Management New York	$143M	-$155M	6	0.07%	Reduced
90	Frontier Capital Management Boston, Massachusetts	$142M	+$41M	2	1.36%	Increased
91	Zurich Cantonal Bank Zurich, Switzerland	$138M	+$22.1M	5	0.61%	Increased
92	Lazard Asset Management New York	$137M	-$1.2M	5	0.17%	Reduced
93	BNP Paribas Financial Markets Paris, France	$135M	+$44.1M	6	0.17%	Increased
94	Robeco Schweiz Zurich, Switzerland	$134M	+$4.83M	1	2%	Increased
95	Arrowstreet Capital Boston, Massachusetts	$133M	-$20.8M	3	0.16%	Reduced
96	VanEck Associates New York	$132M	-$134M	4	0.29%	Reduced
97	CET Clean Energy Transition London, United Kingdom	$130M	+$114M	1	17.74%	New
98	SSM Sound Shore Management Greenwich, Connecticut	$129M	-$7.48M	1	4.74%	Reduced
99	LPL Financial San Diego, California	$127M	+$185K	6	0.09%	Increased
100	Allianz Asset Management Munich, Germany	$125M	-$53.2M	4	0.22%	Reduced