← 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$289M -$130M 6 0.24% Reduced
77
Principal Financial Group
Principal Financial Group
Iowa
$283M -$10.1M 4 0.17% Reduced
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$282M +$4.18M 6 0.35% Increased
79
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$275M -$4.58M 7 0.18% Reduced
80
Lyrical Asset Management
Lyrical Asset Management
New York
$273M -$7.02M 1 4.39% Reduced
81
Baird Financial Group
Baird Financial Group
Wisconsin
$268M -$7.68M 2 0.56% Reduced
82
LPL Financial
LPL Financial
California
$263M +$32.1M 6 0.13% Increased
83
Winslow Capital Management
Winslow Capital Management
Minnesota
$252M +$260M 1 0.91% New
84
First Trust Advisors
First Trust Advisors
Illinois
$251M +$39.9M 6 0.26% Increased
85
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$247M -$11.4M 6 0.39% Reduced
86
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$243M +$24.8M 3 0.59% Increased
87
AQR Capital Management
AQR Capital Management
Connecticut
$239M +$82.4M 6 0.37% Increased
88
HSBC Holdings
HSBC Holdings
United Kingdom
$237M +$28.2M 6 0.15% Increased
89
Swedbank
Swedbank
Sweden
$232M +$234M 2 0.31% Increased
90
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M +$114M 5 0.21% Increased
91
Allspring Global Investments
Allspring Global Investments
North Carolina
$222M -$16.8M 4 0.36% Reduced
92
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$219M +$22.9M 5 0.27% Increased
93
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$218M +$70.2M 3 0.41% Increased
94
Balyasny Asset Management
Balyasny Asset Management
Illinois
$217M +$4.52M 4 0.38% Increased
95
Bank of Montreal
Bank of Montreal
Ontario, Canada
$216M -$33.5M 5 0.06% Reduced
96
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$215M +$199M 4 0.48% Increased
97
Los Angeles Capital Management
Los Angeles Capital Management
California
$214M -$11.8M 4 0.76% Reduced
98
LSV Asset Management
LSV Asset Management
Illinois
$202M -$3.49M 1 0.44% Reduced
99
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$200M +$171M 4 0.18% Increased
100
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$195M -$4.18M 6 0.63% Reduced