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 | |
|---|---|---|---|---|---|---|---|
| 26 |
First Trust Advisors
Wheaton,
Illinois
| $2.17B | +$214M | 9 | 1.28% | Increased |
|
| 27 |
Ameriprise
Minneapolis,
Minnesota
| $2.17B | +$81.2M | 7 | 0.44% | Increased |
|
| 28 |
AllianceBernstein
Nashville,
Tennessee
| $2.11B | +$460M | 10 | 0.7% | Increased |
|
| 29 |
Bank of New York Mellon
New York
| $2B | -$48.7M | 11 | 0.33% | Reduced |
|
| 30 |
VOYA Investment Management
Atlanta,
Georgia
| $1.98B | +$143M | 10 | 1.71% | Increased |
|
| 31 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.96B | +$235M | 14 | 0.29% | Increased |
|
| 32 |
Legal & General Group
London,
United Kingdom
| $1.9B | -$64.5M | 12 | 0.4% | Reduced |
|
| 33 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $1.86B | +$7.53M | 12 | 0.41% | Increased |
|
| 34 |
Wells Fargo
San Francisco,
California
| $1.79B | +$70.8M | 14 | 0.29% | Increased |
|
| 35 |
Dimensional Fund Advisors
Austin,
Texas
| $1.7B | -$238M | 7 | 0.31% | Reduced |
|
| 36 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.5B | -$18.3M | 12 | 0.44% | Reduced |
|
| 37 |
Amundi
Paris,
France
| $1.41B | +$165M | 8 | 0.34% | Increased |
|
| 38 |
Boston Partners
Boston,
Massachusetts
| $1.39B | -$531M | 3 | 1.24% | Reduced |
|
| 39 |
ClearBridge Investments
New York
| $1.27B | -$157M | 4 | 1.05% | Reduced |
|
| 40 |
VanEck Associates
New York
| $1.18B | +$298M | 6 | 0.72% | Increased |
|
| 41 |
Neuberger Berman Group
New York
| $1.17B | +$57.3M | 8 | 0.78% | Increased |
|
| 42 |
Jane Street
New York
| $1.14B | +$659M | 13 | 0.09% | Increased |
|
| 43 |
Barclays
London,
United Kingdom
| $1.07B | -$248M | 14 | 0.21% | Reduced |
|
| 44 |
Envestnet Asset Management
Chicago,
Illinois
| $1.07B | -$224K | 9 | 0.25% | Reduced |
|
| 45 |
BNP Paribas Financial Markets
Paris,
France
| $1.05B | +$204M | 12 | 0.36% | Increased |
|
| 46 |
Citadel Advisors
Miami,
Florida
| $890M | +$232M | 14 | 0.1% | Increased |
|
| 47 |
Swiss National Bank
Zurich,
Switzerland
| $874M | -$23.9M | 7 | 0.46% | Reduced |
|
| 48 |
UBS AM
Chicago,
Illinois
| $860M | -$1.58B | 7 | 0.16% | Reduced |
|
| 49 |
Citigroup
New York
| $857M | +$35.8M | 14 | 0.28% | Increased |
|
| 50 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $856M | +$7.8M | 5 | 0.49% | Increased |
|