← 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
Capital Research Global Investors
Capital Research Global Investors
California
$38M -$91.8M 1 0.01% Reduced
127
Swiss National Bank
Swiss National Bank
Switzerland
$37.9M -$718K 5 0.15% Reduced
128
HSBC Holdings
HSBC Holdings
United Kingdom
$36.2M +$4.16M 3 0.08% Increased
129
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$36.2M -$2.07M 1 0.29% Reduced
130
Legal & General Group
Legal & General Group
United Kingdom
$36M +$651K 4 0.04% Increased
131
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$35.4M +$1.35M 2 0.19% Increased
132
Barclays
Barclays
United Kingdom
$35M +$5.04M 5 0.03% Increased
133
NFA
Nationwide Fund Advisors
Ohio
$34.2M +$314K 5 0.14% Increased
134
Panagora Asset Management
Panagora Asset Management
Massachusetts
$34.1M +$2.37M 4 0.17% Increased
135
SCM
SKBA Capital Management
California
$33.3M +$6.96M 1 2.76% Increased
136
CAM
Contour Asset Management
New York
$33.1M +$23.1M 1 1.61% Increased
137
Renaissance Technologies
Renaissance Technologies
New York
$31.7M -$4.72M 2 0.09% Reduced
138
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$30.9M +$11M 2 0.62% Increased
139
JCM
Janney Capital Management
Pennsylvania
$30.6M +$34.2M 1 1.85% New
140
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$30.5M +$34.2M 1 1.02% New
141
First Trust Advisors
First Trust Advisors
Illinois
$30.5M +$2.11M 5 0.12% Increased
142
Capital International
Capital International
California
$30.1M -$56.7K 1 1.87% Reduced
143
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$29.6M $0 1 0.04% Maintained
144
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$29.3M +$11.5M 1 0.12% Increased
145
Nomura Asset Management
Nomura Asset Management
Japan
$29.1M -$842K 2 0.52% Reduced
146
Nuveen
Nuveen
North Carolina
$29.1M -$2.06M 2 0.18% Reduced
147
Allstate Corporation
Allstate Corporation
Illinois
$28.5M -$14.5M 2 1.3% Reduced
148
Davenport & Co
Davenport & Co
Virginia
$27.5M +$929K 1 0.48% Increased
149
Macquarie Group
Macquarie Group
Australia
$27M +$205K 3 0.06% Increased
150
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27M +$11.7M 1 0.07% Increased