← 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	Credit Agricole Montrouge Cedex, France	$62.2M	+$8.91M	5	0.2%	Increased
102	PNC Financial Services Group Pittsburgh, Pennsylvania	$61.8M	-$3.37M	4	0.07%	Reduced
103	Regions Financial Corp Birmingham, Alabama	$61.2M	+$6.03M	1	0.79%	Increased
104	PGGM Investments Zeist, Netherlands	$60.6M	-$432K	2	0.3%	Reduced
105	BlackRock Japan Tokyo, Japan	$59.6M	+$1.46M	2	0.2%	Increased
106	Bank of Montreal Toronto, Ontario, Canada	$59M	+$10.8M	4	0.06%	Increased
107	D.E. Shaw & Co New York	$58.9M	+$7.54M	4	0.1%	Increased
108	Miller Howard Investments Kingston, New York	$57.3M	-$2.27M	1	1.05%	Reduced
109	RhumbLine Advisers Boston, Massachusetts	$56M	+$3.8M	4	0.15%	Increased
110	Alyeska Investment Group Chicago, Illinois	$55.9M	+$30.6M	1	0.52%	Increased
111	First Trust Advisors Wheaton, Illinois	$54.2M	+$2.84M	5	0.16%	Increased
112	Millennium Management New York	$52.1M	+$23M	4	0.09%	Increased
113	Guggenheim Capital Chicago, Illinois	$51.5M	+$7.33M	4	0.16%	Increased
114	Zevenbergen Capital Investments Edmonds, Washington	$51.4M	+$7.37M	1	2.11%	Increased
115	Westfield Capital Management Boston, Massachusetts	$50.8M	-$5.17M	1	0.41%	Reduced
116	Korea Investment Corp Seoul, South Korea	$50.6M	+$8.73M	2	0.27%	Increased
117	American Century Companies Kansas City, Missouri	$49.8M	-$13.9M	3	0.05%	Reduced
118	Great Lakes Advisors Chicago, Illinois	$49.1M	-$1.33M	1	1.33%	Reduced
119	Stifel Financial St. Louis, Missouri	$48.5M	+$5.05M	5	0.22%	Increased
120	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$46.8M	+$22.4M	2	0.17%	Increased
121	State Board of Administration of Florida Retirement System Tallahassee, Florida	$46.8M	-$1.24M	4	0.15%	Reduced
122	Baird Financial Group Milwaukee, Wisconsin	$46.3M	-$12.7K	2	0.41%	Reduced
123	VOYA Investment Management Atlanta, Georgia	$46M	-$9.43M	4	0.09%	Reduced
124	Chartwell Investment Partners Berywn, Pennsylvania	$45M	+$3.37M	2	0.8%	Increased
125	Fred Alger Management New York	$44.4M	-$30M	2	0.23%	Reduced