← 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	LCS Levin Capital Strategies New York	$295M	-$12.3M	2	5.02%	Reduced
27	Jennison Associates New York	$285M	-$5.28M	1	0.3%	Reduced
28	Invesco Atlanta, Georgia	$280M	+$59.4M	5	0.12%	Increased
29	Dimensional Fund Advisors Austin, Texas	$255M	+$44M	4	0.22%	Increased
30	Boston Partners Boston, Massachusetts	$249M	+$26.9M	1	0.6%	Increased
31	Capital Research Global Investors Los Angeles, California	$247M	-$32.8M	2	0.1%	Reduced
32	Calamos Advisors Naperville, Illinois	$245M	-$2.79M	1	1.53%	Reduced
33	Artisan Partners Milwaukee, Wisconsin	$244M	+$3.21M	1	0.47%	Increased
34	Geode Capital Management Boston, Massachusetts	$237M	+$11.7M	5	0.19%	Increased
35	Managed Account Advisors Jersey City, New Jersey	$236M	+$3.78M	3	0.35%	Increased
36	TIAA CREF Investment Management New York	$208M	-$14M	5	0.16%	Reduced
37	Schroder Investment Management Group London, United Kingdom	$204M	+$8.89M	3	0.5%	Increased
38	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$203M	+$25.7M	1	0.32%	Increased
39	Capital International Investors Los Angeles, California	$198M	$0	1	0.85%	Maintained
40	GC GMT Capital Atlanta, Georgia	$191M	-$40.1M	2	4.39%	Reduced
41	Neuberger Berman Group New York	$184M	-$28.6M	3	0.2%	Reduced
42	ClearBridge Investments New York	$182M	+$4.5M	2	0.25%	Increased
43	PHS PFM Health Sciences San Francisco, California	$173M	-$137M	1	4.17%	Reduced
44	Allianz Asset Management Munich, Germany	$172M	+$1.52M	3	0.23%	Increased
45	Morgan Stanley New York	$171M	+$29.4M	5	0.08%	Increased
46	Janus Henderson Investors US Denver, Colorado	$171M	-$4.78M	2	0.17%	Reduced
47	Goldman Sachs New York	$147M	+$9.55M	5	0.05%	Increased
48	BlackRock Investment Management Wilmington, Delaware	$137M	+$21.5M	5	0.23%	Increased
49	Russell Frank Company Seattle, Washington	$132M	-$2.09M	5	0.23%	Reduced
50	SC Stralem & Co New York	$129M	-$9.83M	1	3.93%	Reduced