← 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
PNC Financial Services Group
Pennsylvania
$194M -$7.76M 7 0.17% Reduced
77
LSV Asset Management
LSV Asset Management
Illinois
$189M +$12M 1 0.44% Increased
78
Winslow Capital Management
Winslow Capital Management
Minnesota
$188M -$5.18M 1 0.9% Reduced
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$181M -$9.71M 6 0.28% Reduced
80
Baird Financial Group
Baird Financial Group
Wisconsin
$168M +$5.43M 3 0.46% Increased
81
Adage Capital Partners
Adage Capital Partners
Massachusetts
$164M +$14.6M 3 0.37% Increased
82
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$161M +$163M 1 7.75% New
83
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$156M +$26.8M 6 0.2% Increased
84
Lazard Asset Management
Lazard Asset Management
New York
$147M +$2.59M 6 0.2% Increased
85
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$147M +$529K 1 0.65% Increased
86
Wasatch Advisors
Wasatch Advisors
Utah
$146M -$18.7M 2 0.92% Reduced
87
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$145M +$1.86M 5 0.64% Increased
88
Citigroup
Citigroup
New York
$145M -$29M 7 0.11% Reduced
89
D.E. Shaw & Co
D.E. Shaw & Co
New York
$139M -$28.2M 6 0.15% Reduced
90
1832 Asset Management
1832 Asset Management
Ontario, Canada
$139M +$10.2M 2 0.2% Increased
91
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$131M +$95.1M 6 0.34% Increased
92
Bank of Montreal
Bank of Montreal
Ontario, Canada
$131M +$34.8M 6 0.05% Increased
93
Rafferty Asset Management
Rafferty Asset Management
New York
$129M -$6.66M 3 0.76% Reduced
94
LPL Financial
LPL Financial
California
$128M +$1.76M 6 0.09% Increased
95
PWAM
Park West Asset Management
California
$127M +$17.1M 1 11.65% Increased
96
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$126M -$31.4M 1 0.94% Reduced
97
Truist Financial
Truist Financial
North Carolina
$119M -$2.39M 5 0.2% Reduced
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$118M -$3.77M 5 0.28% Reduced
99
Axa
Axa
France
$116M -$1.55M 5 0.41% Reduced
100
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$114M -$16.5M 3 0.82% Reduced