← 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
Vanguard Asset Management
Vanguard Asset Management
$369M +$366M 6 0.32% New
77
Rafferty Asset Management
Rafferty Asset Management
New York
$357M -$89.8M 4 1.45% Reduced
78
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$355M -$7.64M 8 0.21% Reduced
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$342M -$5.18M 6 0.36% Reduced
80
Citadel Advisors
Citadel Advisors
Florida
$340M +$65.9M 11 0.06% Increased
81
Congress Asset Management
Congress Asset Management
Massachusetts
$338M -$15M 4 2.43% Reduced
82
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$330M +$296M 1 4.26% New
83
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$323M -$28.5M 4 0.95% Reduced
84
Millennium Management
Millennium Management
New York
$323M -$33.7M 11 0.13% Reduced
85
Swedbank
Swedbank
Sweden
$312M +$6.88M 2 0.33% Increased
86
SG Americas Securities
SG Americas Securities
New York
$305M -$140M 6 0.33% Reduced
87
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$296M +$76.3M 7 0.64% Increased
88
BAMCO Inc
BAMCO Inc
New York
$295M +$146M 4 0.89% Increased
89
AQR Capital Management
AQR Capital Management
Connecticut
$290M +$48.7M 6 0.13% Increased
90
Allspring Global Investments
Allspring Global Investments
North Carolina
$290M -$3.38M 4 0.49% Reduced
91
GW&K Investment Management
GW&K Investment Management
Massachusetts
$285M +$6.25M 6 2.52% Increased
92
Jones Financial Companies
Jones Financial Companies
Missouri
$284M +$260M 10 0.14% Increased
93
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$283M -$131M 2 2.84% Reduced
94
Aberdeen Group
Aberdeen Group
United Kingdom
$279M +$41.8M 3 0.45% Increased
95
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$275M +$12.8M 4 0.18% Increased
96
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$264M +$99.1M 6 0.5% Increased
97
Truist Financial
Truist Financial
North Carolina
$262M +$36.8M 5 0.35% Increased
98
Bahl & Gaynor
Bahl & Gaynor
Ohio
$262M -$41M 2 1.32% Reduced
99
Bank of Montreal
Bank of Montreal
Ontario, Canada
$260M -$23.3M 8 0.1% Reduced
100
AC
Anther Capital
$255M +$255M 1 6.67% New