← 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
26	Jennison Associates New York	$248M	+$231M	2	0.28%	New
27	Capital Research Global Investors Los Angeles, California	$247M	+$231M	2	0.1%	New
28	BlackRock Advisors Wilmington, Delaware	$239M	+$229M	5	0.25%	New
29	Calamos Advisors Naperville, Illinois	$237M	+$227M	1	1.55%	New
30	Brandes Investment Partners La Jolla, California	$230M	+$214M	1	2.88%	New
31	Geode Capital Management Boston, Massachusetts	$214M	+$206M	5	0.19%	New
32	Managed Account Advisors Jersey City, New Jersey	$214M	+$205M	3	0.33%	New
33	Lord, Abbett & Co Jersey City, New Jersey	$211M	+$202M	1	0.49%	New
34	TIAA CREF Investment Management New York	$211M	+$203M	5	0.17%	New
35	GC GMT Capital Atlanta, Georgia	$206M	+$194M	2	4.73%	New
36	Artisan Partners Milwaukee, Wisconsin	$205M	+$190M	1	0.44%	New
37	Neuberger Berman Group New York	$203M	+$194M	3	0.24%	New
38	American Century Companies Kansas City, Missouri	$201M	+$193M	2	0.27%	New
39	Dimensional Fund Advisors Austin, Texas	$197M	+$192M	4	0.19%	New
40	Invesco Atlanta, Georgia	$194M	+$182M	5	0.09%	New
41	Capital International Investors Los Angeles, California	$189M	+$181M	1	0.86%	New
42	Boston Partners Boston, Massachusetts	$189M	+$175M	1	0.52%	New
43	JP Morgan Chase New York	$186M	+$180M	5	0.06%	New
44	Schroder Investment Management Group London, United Kingdom	$184M	+$177M	3	0.49%	New
45	KeyBank National Association Cleveland, Ohio	$179M	+$171M	1	0.66%	New
46	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$169M	+$161M	1	0.28%	New
47	ClearBridge Investments New York	$168M	+$161M	2	0.26%	New
48	Janus Henderson Investors US Denver, Colorado	$165M	+$157M	2	0.17%	New
49	Allianz Asset Management Munich, Germany	$164M	+$157M	3	0.23%	New
50	Citadel Advisors Miami, Florida	$152M	+$147M	5	0.26%	New