← 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	LSV Asset Management Chicago, Illinois	$276M	-$3.76M	1	0.64%	Reduced
77	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$270M	-$7.1M	6	0.32%	Reduced
78	Mitsubishi UFJ Asset Management Tokyo, Japan	$269M	+$28.7M	5	0.26%	Increased
79	Baillie Gifford & Co Edinburgh, United Kingdom	$265M	-$162M	1	0.2%	Reduced
80	Rafferty Asset Management New York	$261M	+$21.9M	4	0.92%	Increased
81	Congress Asset Management Boston, Massachusetts	$258M	-$13.2M	3	1.74%	Reduced
82	Jane Street New York	$250M	+$91.4M	7	0.05%	Increased
83	Axa Paris, France	$243M	+$68.3M	3	0.74%	Increased
84	Kayne Anderson Rudnick Investment Management Los Angeles, California	$239M	+$61.6M	4	0.55%	Increased
85	Baird Financial Group Milwaukee, Wisconsin	$237M	+$7.57M	3	0.45%	Increased
86	Lazard Asset Management New York	$231M	+$17.7M	4	0.34%	Increased
87	Ensign Peak Advisors Salt Lake City, Utah	$227M	+$136M	4	0.4%	Increased
88	Lord, Abbett & Co Jersey City, New Jersey	$224M	-$145M	2	0.71%	Reduced
89	Qube Research & Technologies (QRT) London, United Kingdom	$221M	+$36.9M	3	0.29%	Increased
90	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$215M	-$45.4M	4	0.2%	Reduced
91	AQR Capital Management Greenwich, Connecticut	$214M	-$5.57M	4	0.28%	Reduced
92	Bank of Montreal Toronto, Ontario, Canada	$214M	+$3.39M	5	0.1%	Increased
93	Alyeska Investment Group Chicago, Illinois	$212M	+$126M	3	0.79%	Increased
94	Wealth Enhancement Advisory Services Plymouth, Minnesota	$211M	+$49.4M	4	0.4%	Increased
95	Millennium Management New York	$208M	-$288M	7	0.1%	Reduced
96	Adage Capital Partners Boston, Massachusetts	$206M	+$18.4M	2	0.36%	Increased
97	HSBC Holdings London, United Kingdom	$202M	+$24.7M	4	0.12%	Increased
98	Swedbank Stockholm, Sweden	$202M	-$29.2M	2	0.25%	Reduced
99	Allianz Asset Management Munich, Germany	$200M	+$35M	3	0.27%	Increased
100	Bank Julius Baer & Co Zurich, Switzerland	$194M	+$135M	2	0.6%	Increased