← 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
151	PFA Pension Forsikringsaktieselskab Copenhagen,	$242M	-$9.53M	3	0.61%	Reduced
152	Fifth Third Bancorp Cincinnati, Ohio	$240M	-$9.24M	10	0.39%	Reduced
153	Bessemer Group Woodbridge, New Jersey	$238M	-$9.73M	5	0.33%	Reduced
154	Williams Jones Wealth Management New York	$238M	+$16.4M	2	2.69%	Increased
155	New York State Teachers Retirement System (NYSTRS) Albany, New York	$233M	-$9.52M	4	0.43%	Reduced
156	Capital International Investors Los Angeles, California	$225M	+$203M	1	0.05%	New
157	Credit Agricole Montrouge Cedex, France	$225M	+$40.7M	6	0.46%	Increased
158	GF Fund Management Guangzhou, China	$224M	+$190M	3	2.69%	Increased
159	US Bancorp Minneapolis, Minnesota	$223M	+$13.3M	12	0.24%	Increased
160	USS Investment Management London, United Kingdom	$219M	+$171M	4	0.79%	Increased
161	Mirae Asset Global Investments Seoul, South Korea	$218M	+$34.5M	7	0.32%	Increased
162	Fisher Asset Management Camas, Washington	$214M	-$10.2M	4	0.06%	Reduced
163	Alyeska Investment Group Chicago, Illinois	$213M	+$140M	5	0.55%	Increased
164	Voloridge Investment Management Jupiter, Florida	$211M	+$56.5M	5	0.9%	Increased
165	Mariner Overland Park, Kansas	$211M	-$19.8M	7	0.22%	Reduced
166	Man Group London, United Kingdom	$211M	-$85.6M	4	0.34%	Reduced
167	Lord, Abbett & Co Jersey City, New Jersey	$210M	+$8.04M	3	0.6%	Increased
168	Canada Life Winnipeg, Manitoba, Canada	$209M	-$16.5M	4	0.33%	Reduced
169	Cetera Investment Advisers Schaumburg, Illinois	$206M	+$20M	12	0.19%	Increased
170	Squarepoint New York	$206M	-$30.8M	10	0.23%	Reduced
171	TCW Group Los Angeles, California	$199M	-$20.1M	5	1.34%	Reduced
172	CAM Contour Asset Management New York	$197M	+$187M	1	4.67%	New
173	TimesSquare Capital Management New York	$196M	-$3.29M	3	2.89%	Reduced
174	Creative Planning Overland Park, Kansas	$196M	+$6.75M	8	0.11%	Increased
175	Cookson Peirce & Co Pittsburgh, Pennsylvania	$188M	-$37.7M	4	6.18%	Reduced