← 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
National Bank of Canada
National Bank of Canada
Quebec, Canada
$325M +$267M 7 0.3% Increased
77
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$322M -$8.11M 8 0.18% Reduced
78
Victory Capital Management
Victory Capital Management
Texas
$311M +$1.73M 6 0.18% Increased
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$302M +$5.24M 7 0.3% Increased
80
TD Asset Management
TD Asset Management
Ontario, Canada
$300M -$48M 5 0.24% Reduced
81
Millennium Management
Millennium Management
New York
$299M -$10M 11 0.13% Reduced
82
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$293M -$58.2M 4 0.79% Reduced
83
Congress Asset Management
Congress Asset Management
Massachusetts
$292M +$25.2M 3 2.05% Increased
84
Fidelity International
Fidelity International
Bermuda
$291M -$172M 3 0.22% Reduced
85
Citadel Advisors
Citadel Advisors
Florida
$284M -$132M 10 0.04% Reduced
86
Allianz Asset Management
Allianz Asset Management
Germany
$272M +$40M 3 0.27% Increased
87
Bahl & Gaynor
Bahl & Gaynor
Ohio
$270M -$19.2M 2 1.37% Reduced
88
Two Sigma Investments
Two Sigma Investments
New York
$270M +$239M 7 0.38% Increased
89
Swedbank
Swedbank
Sweden
$269M -$27.7M 2 0.26% Reduced
90
HSBC Holdings
HSBC Holdings
United Kingdom
$266M +$78.2M 5 0.14% Increased
91
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$260M -$4M 5 0.44% Reduced
92
Allspring Global Investments
Allspring Global Investments
North Carolina
$252M +$19.9M 3 0.41% Increased
93
Bank of Montreal
Bank of Montreal
Ontario, Canada
$246M -$20.9M 6 0.09% Reduced
94
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$244M +$21.7M 3 0.18% Increased
95
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$231M +$96.6M 2 0.89% Increased
96
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$229M +$46.3M 5 0.15% Increased
97
LSV Asset Management
LSV Asset Management
Illinois
$226M -$134M 1 0.49% Reduced
98
Lazard Asset Management
Lazard Asset Management
New York
$221M +$8.42M 5 0.37% Increased
99
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$215M -$8.52M 1 0.18% Reduced
100
AQR Capital Management
AQR Capital Management
Connecticut
$211M +$73.8M 5 0.11% Increased