← 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	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$215M	+$3.37M	6	0.3%	Increased
77	LSV Asset Management Chicago, Illinois	$215M	+$1.36M	1	0.47%	Increased
78	Baird Financial Group Milwaukee, Wisconsin	$213M	+$6.01M	3	0.49%	Increased
79	Lyrical Asset Management New York	$209M	-$11.7M	1	3.41%	Reduced
80	Rafferty Asset Management New York	$202M	+$22.6M	3	0.85%	Increased
81	Bank of Montreal Toronto, Ontario, Canada	$199M	+$47.3M	6	0.06%	Increased
82	Impax Asset Management Group London, United Kingdom	$189M	-$8.92M	1	0.76%	Reduced
83	BNP Paribas Financial Markets Paris, France	$185M	-$5.11M	6	0.21%	Reduced
84	Citigroup New York	$182M	+$3.5M	7	0.13%	Increased
85	Capital World Investors Los Angeles, California	$181M	+$166M	1	0.03%	New
86	Millennium Management New York	$180M	+$46.3M	6	0.08%	Increased
87	LPL Financial San Diego, California	$174M	+$20.5M	6	0.11%	Increased
88	Wasatch Advisors Salt Lake City, Utah	$172M	-$22.1M	1	0.95%	Reduced
89	First Trust Advisors Wheaton, Illinois	$171M	-$50.1M	5	0.19%	Reduced
90	Zurich Cantonal Bank Zurich, Switzerland	$171M	+$3.98M	5	0.65%	Increased
91	VanEck Associates New York	$168M	+$11.6M	3	0.31%	Increased
92	1832 Asset Management Toronto, Ontario, Canada	$166M	+$7.81M	2	0.24%	Increased
93	Lazard Asset Management New York	$162M	-$3.52M	4	0.21%	Reduced
94	HSBC Holdings London, United Kingdom	$159M	+$39.4M	4	0.14%	Increased
95	Robeco Schweiz Zurich, Switzerland	$158M	+$3.22M	1	2.65%	Increased
96	D.E. Shaw & Co New York	$154M	-$4.67M	6	0.13%	Reduced
97	Qube Research & Technologies (QRT) London, United Kingdom	$154M	-$3.42M	6	0.3%	Reduced
98	Kayne Anderson Rudnick Investment Management Los Angeles, California	$149M	+$10.1M	3	0.37%	Increased
99	Frontier Capital Management Boston, Massachusetts	$144M	+$8M	2	1.45%	Increased
100	Axa Paris, France	$142M	+$11.4M	5	0.46%	Increased