← 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$352M +$6.2M 7 0.56% Increased
77
LSV Asset Management
LSV Asset Management
Illinois
$342M -$45.5M 1 0.76% Reduced
78
Victory Capital Management
Victory Capital Management
Texas
$340M -$399M 5 0.2% Reduced
79
Swedbank
Swedbank
Sweden
$340M -$15.4M 2 0.34% Reduced
80
Bahl & Gaynor
Bahl & Gaynor
Ohio
$337M -$9.48M 2 1.67% Reduced
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$330M -$40.2K 5 0.34% Reduced
82
Millennium Management
Millennium Management
New York
$325M +$105M 7 0.14% Increased
83
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$323M -$37.8M 8 0.17% Reduced
84
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$323M -$29.7M 3 0.58% Reduced
85
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$301M -$1.74M 5 0.52% Reduced
86
Congress Asset Management
Congress Asset Management
Massachusetts
$294M -$21.2M 2 1.96% Reduced
87
Bank of Montreal
Bank of Montreal
Ontario, Canada
$291M +$71.5M 6 0.11% Increased
88
Alyeska Investment Group
Alyeska Investment Group
Illinois
$268M +$36.8M 2 0.81% Increased
89
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$261M -$9.93M 1 0.19% Reduced
90
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$260M -$4.88M 7 0.6% Reduced
91
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$251M +$120M 3 0.2% Increased
92
Lazard Asset Management
Lazard Asset Management
New York
$243M +$8.55M 4 0.33% Increased
93
Guinness Asset Management
Guinness Asset Management
United Kingdom
$242M +$239M 2 3.85% Increased
94
Allspring Global Investments
Allspring Global Investments
North Carolina
$241M +$785K 2 0.39% Increased
95
Baird Financial Group
Baird Financial Group
Wisconsin
$241M +$5.06M 3 0.39% Increased
96
Aberdeen Group
Aberdeen Group
United Kingdom
$236M +$2.99M 3 0.37% Increased
97
Allianz Asset Management
Allianz Asset Management
Germany
$234M +$9.12M 3 0.26% Increased
98
Truist Financial
Truist Financial
North Carolina
$229M +$11.1M 4 0.31% Increased
99
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$229M +$142M 4 0.24% Increased
100
Canada Life
Canada Life
Manitoba, Canada
$220M +$2.63M 4 0.32% Increased