← 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
126	Point72 Asset Management Stamford, Connecticut	$39.5M	+$40.8M	2	0.25%	New
127	HSBC Holdings London, United Kingdom	$39.4M	-$405K	3	0.09%	Reduced
128	Aberdeen Asset Management Aberdeen, United Kingdom	$39.1M	+$33.8M	2	0.08%	Increased
129	NFA Nationwide Fund Advisors Columbus, Ohio	$38.9M	+$195K	4	0.16%	Increased
130	Legal & General Group London, United Kingdom	$38M	+$1.28M	2	0.04%	Increased
131	Nuveen Charlotte, North Carolina	$37.7M	+$2.44M	2	0.23%	Increased
132	Numeric Investors Boston, Massachusetts	$37.7M	-$1.41M	1	0.56%	Reduced
133	Renaissance Technologies New York	$36.7M	+$13.1M	2	0.09%	Increased
134	Capital International Los Angeles, California	$36.7M	-$690K	1	2.27%	Reduced
135	Barclays London, United Kingdom	$36.6M	-$19.4M	5	0.04%	Reduced
136	Arrowstreet Capital Boston, Massachusetts	$36.5M	-$27.6M	2	0.19%	Reduced
137	Nomura Asset Management Tokyo, Japan	$36.2M	+$6.98M	2	0.67%	Increased
138	Waddell & Reed Financial Overland Park, Kansas	$36.1M	+$7.99M	1	0.05%	Increased
139	Korea Investment Corp Seoul, South Korea	$34.5M	-$548K	2	0.29%	Reduced
140	Capital International Sarl Los Angeles, California	$34.4M	-$868K	1	1.92%	Reduced
141	US Bancorp Minneapolis, Minnesota	$34.3M	+$89.3K	3	0.14%	Increased
142	Panagora Asset Management Boston, Massachusetts	$33.7M	+$2.84M	4	0.16%	Increased
143	First Trust Advisors Wheaton, Illinois	$33.3M	+$11.4M	5	0.14%	Increased
144	SCM SKBA Capital Management San Francisco, California	$33M	+$5.73M	1	2.92%	Increased
145	Acadian Asset Management Boston, Massachusetts	$32.6M	+$29.3M	1	0.16%	Increased
146	Davenport & Co Richmond, Virginia	$32.5M	+$538K	1	0.55%	Increased
147	Canada Life Winnipeg, Manitoba, Canada	$32M	+$2.98M	4	0.1%	Increased
148	Stifel Financial St. Louis, Missouri	$31.6M	+$2.17M	3	0.28%	Increased
149	Williams Jones & Associates New York	$31.5M	-$22.9M	1	1.41%	Reduced
150	Regions Financial Corp Birmingham, Alabama	$31.4M	+$3.66M	1	0.38%	Increased