← 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	$300M	-$24.4M	2	4.82%	Reduced
27	Invesco Atlanta, Georgia	$292M	+$21.6M	5	0.12%	Increased
28	Capital World Investors Los Angeles, California	$278M	-$213M	1	0.08%	Reduced
29	Geode Capital Management Boston, Massachusetts	$275M	+$11.8M	5	0.19%	Increased
30	Boston Partners Boston, Massachusetts	$262M	+$50.9M	1	0.54%	Increased
31	OppenheimerFunds New York	$254M	-$218M	2	0.31%	Reduced
32	Calamos Advisors Naperville, Illinois	$251M	-$18.1M	1	1.6%	Reduced
33	TIAA CREF Investment Management New York	$251M	+$20.5M	5	0.18%	Increased
34	Managed Account Advisors Jersey City, New Jersey	$240M	-$12.6M	3	0.32%	Reduced
35	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$228M	+$3.86M	1	0.33%	Increased
36	Jennison Associates New York	$228M	-$16.6M	1	0.22%	Reduced
37	Artisan Partners Milwaukee, Wisconsin	$225M	+$17.3M	1	0.4%	Increased
38	Capital International Investors Los Angeles, California	$219M	$0	1	0.68%	Maintained
39	Neuberger Berman Group New York	$217M	+$16.2M	4	0.22%	Increased
40	Capital Research Global Investors Los Angeles, California	$211M	-$18.1M	2	0.08%	Reduced
41	Allianz Asset Management Munich, Germany	$207M	+$14.5M	3	0.26%	Increased
42	ClearBridge Investments New York	$205M	+$2.69M	2	0.26%	Increased
43	BlackRock Investment Management Wilmington, Delaware	$205M	+$49.4M	5	0.3%	Increased
44	Schroder Investment Management Group London, United Kingdom	$199M	-$25.3M	2	0.25%	Reduced
45	Amundi Asset Management US Boston, Massachusetts	$194M	+$103M	1	0.75%	Increased
46	Adage Capital Partners Boston, Massachusetts	$192M	+$73M	2	0.51%	Increased
47	Brandes Investment Partners La Jolla, California	$181M	+$95.4M	1	2.23%	Increased
48	GC GMT Capital Atlanta, Georgia	$175M	-$4.12M	2	3.7%	Reduced
49	Citadel Advisors Miami, Florida	$166M	+$37.5M	5	0.22%	Increased
50	Goldman Sachs New York	$156M	+$406K	5	0.05%	Increased