← 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
First Trust Advisors
First Trust Advisors
Illinois
$317M +$45.1M 5 0.3% Increased
77
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$317M +$23.7M 7 0.2% Increased
78
Congress Asset Management
Congress Asset Management
Massachusetts
$312M -$80M 3 2.13% Reduced
79
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$302M -$11.2M 6 0.2% Reduced
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$300M -$2.43M 6 0.35% Reduced
81
LPL Financial
LPL Financial
California
$298M +$12.2M 6 0.13% Increased
82
Lyrical Asset Management
Lyrical Asset Management
New York
$296M -$13.1M 1 4.3% Reduced
83
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$284M +$44M 3 0.51% Increased
84
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$282M +$8.78M 3 0.62% Increased
85
Baird Financial Group
Baird Financial Group
Wisconsin
$280M -$11M 2 0.54% Reduced
86
Principal Financial Group
Principal Financial Group
Iowa
$277M -$22.3M 4 0.15% Reduced
87
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$256M +$18.9M 5 0.27% Increased
88
LSV Asset Management
LSV Asset Management
Illinois
$244M +$13M 1 0.52% Increased
89
AQR Capital Management
AQR Capital Management
Connecticut
$241M -$14.9M 4 0.33% Reduced
90
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$240M -$2.48M 5 0.21% Reduced
91
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$238M +$49.5M 2 1.13% Increased
92
Capital Research Global Investors
Capital Research Global Investors
California
$237M -$82.4M 1 0.05% Reduced
93
Allspring Global Investments
Allspring Global Investments
North Carolina
$235M -$11.3M 5 0.36% Reduced
94
Swedbank
Swedbank
Sweden
$233M -$11.1M 2 0.3% Reduced
95
Lazard Asset Management
Lazard Asset Management
New York
$226M +$33.4M 4 0.3% Increased
96
HSBC Holdings
HSBC Holdings
United Kingdom
$225M -$29.1M 5 0.13% Reduced
97
Bank of Montreal
Bank of Montreal
Ontario, Canada
$223M -$1.69M 5 0.1% Reduced
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
$214M +$47.5M 2 0.38% Increased
99
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$211M -$60.9M 3 0.31% Reduced
100
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$206M +$76.3M 5 0.49% Increased