← 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
101	TD Asset Management Toronto, Ontario, Canada	$367M	-$147M	7	0.32%	Reduced
102	Jones Financial Companies Des Peres, Missouri	$367M	+$38.9M	13	0.15%	Increased
103	Vaughan Nelson Investment Management Houston, Texas	$365M	+$17.3M	2	3.23%	Increased
104	Artisan Partners Milwaukee, Wisconsin	$355M	-$159M	3	0.56%	Reduced
105	GW&K Investment Management Boston, Massachusetts	$347M	-$8.34M	6	2.71%	Reduced
106	Baird Financial Group Milwaukee, Wisconsin	$346M	+$25.9M	6	0.48%	Increased
107	HRT Financial New York	$345M	+$309M	10	0.63%	Increased
108	SG Americas Securities New York	$343M	-$78.2M	9	0.19%	Reduced
109	Capital Research Global Investors Los Angeles, California	$340M	+$306M	1	0.05%	New
110	Lazard Asset Management New York	$332M	+$2.19M	8	0.5%	Increased
111	Thrivent Financial for Lutherans Minneapolis, Minnesota	$329M	+$2.32M	6	0.55%	Increased
112	Truist Financial Charlotte, North Carolina	$328M	+$6.8M	8	0.39%	Increased
113	Holocene Advisors New York	$328M	+$158M	6	0.74%	Increased
114	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$327M	-$24.4M	7	0.46%	Reduced
115	Kayne Anderson Rudnick Investment Management Los Angeles, California	$323M	-$90.8M	5	1%	Reduced
116	Driehaus Capital Management Chicago, Illinois	$320M	+$25.2M	5	1.85%	Increased
117	Fidelity International Hamilton, Bermuda	$312M	+$105M	3	0.22%	Increased
118	Brown Advisory Baltimore, Maryland	$311M	-$304M	4	0.48%	Reduced
119	Bahl & Gaynor Cincinnati, Ohio	$310M	-$2.6M	3	1.43%	Reduced
120	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$309M	+$10.1M	7	0.47%	Increased
121	Federated Hermes Pittsburgh, Pennsylvania	$307M	+$150M	6	0.44%	Increased
122	Renaissance Technologies New York	$303M	+$216M	10	0.42%	Increased
123	Adage Capital Partners Boston, Massachusetts	$299M	+$25.7M	5	0.42%	Increased
124	Arrowstreet Capital Boston, Massachusetts	$299M	+$125M	4	0.13%	Increased
125	Korea Investment Corp Seoul, South Korea	$297M	+$69.1M	4	0.56%	Increased