← 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	Balyasny Asset Management Chicago, Illinois	$206M	-$22.6M	5	0.34%	Reduced
102	Truist Financial Charlotte, North Carolina	$201M	+$6.25M	4	0.31%	Increased
103	Zurich Cantonal Bank Zurich, Switzerland	$200M	-$8.5M	6	0.6%	Reduced
104	Allianz Asset Management Munich, Germany	$195M	+$72.2M	3	0.27%	Increased
105	Susquehanna International Group Bala Cynwyd, Pennsylvania	$189M	+$87.1M	7	0.03%	Increased
106	Jane Street New York	$187M	+$20.3M	7	0.04%	Increased
107	Whale Rock Capital Management Boston, Massachusetts	$185M	+$88.4M	1	2.6%	Increased
108	Axa Paris, France	$185M	+$19.2M	3	0.55%	Increased
109	D.E. Shaw & Co New York	$179M	+$114M	6	0.15%	Increased
110	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$178M	+$27.1M	3	0.96%	Increased
111	State Board of Administration of Florida Retirement System Tallahassee, Florida	$177M	-$4.52M	5	0.34%	Reduced
112	Impax Asset Management Group London, United Kingdom	$175M	-$19.1M	2	0.69%	Reduced
113	National Bank of Canada Montreal, Quebec, Canada	$171M	-$5.21M	5	0.2%	Reduced
114	Janney Montgomery Scott Philadelphia, Pennsylvania	$171M	-$1.49M	4	0.48%	Reduced
115	Wealth Enhancement Advisory Services Plymouth, Minnesota	$165M	-$2.7M	5	0.36%	Reduced
116	Ensign Peak Advisors Salt Lake City, Utah	$165M	-$5.83M	4	0.29%	Reduced
117	New York State Teachers Retirement System (NYSTRS) Albany, New York	$159M	-$6.04M	3	0.33%	Reduced
118	Russell Investments Group London, United Kingdom	$157M	+$16.1M	5	0.23%	Increased
119	Frontier Capital Management Boston, Massachusetts	$151M	+$13.1M	2	1.42%	Increased
120	Federated Hermes Pittsburgh, Pennsylvania	$150M	+$8.64M	5	0.33%	Increased
121	1832 Asset Management Toronto, Ontario, Canada	$143M	+$18M	2	0.11%	Increased
122	HighTower Advisors Chicago, Illinois	$143M	+$9.93M	6	0.2%	Increased
123	Williams Jones Wealth Management New York	$142M	+$2.9M	1	1.67%	Increased
124	Canada Life Winnipeg, Manitoba, Canada	$138M	+$10.1M	5	0.24%	Increased
125	Fifth Third Bancorp Cincinnati, Ohio	$137M	+$7.08M	4	0.5%	Increased