← 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	WI WHV Investments San Francisco, California	$288M	-$27.9M	1	3.78%	Reduced
27	Geode Capital Management Boston, Massachusetts	$277M	+$3.58M	5	0.19%	Increased
28	Boston Partners Boston, Massachusetts	$274M	-$34.7M	2	0.5%	Reduced
29	JP Morgan Chase New York	$272M	-$190M	3	0.07%	Reduced
30	LCS Levin Capital Strategies New York	$262M	-$33.6M	2	4.39%	Reduced
31	Calamos Advisors Naperville, Illinois	$255M	+$7.05M	1	1.63%	Increased
32	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$248M	+$22.4M	1	0.36%	Increased
33	Managed Account Advisors Jersey City, New Jersey	$244M	-$1.09M	3	0.32%	Reduced
34	Capital International Investors Los Angeles, California	$240M	+$23.3M	1	0.65%	Increased
35	TIAA CREF Investment Management New York	$239M	-$11.4M	5	0.17%	Reduced
36	Jennison Associates New York	$230M	-$37.9M	1	0.22%	Reduced
37	Neuberger Berman Group New York	$229M	+$9.74M	4	0.23%	Increased
38	ClearBridge Investments New York	$221M	+$14.3M	2	0.26%	Increased
39	BlackRock Investment Management Wilmington, Delaware	$214M	+$10.1M	5	0.31%	Increased
40	Schroder Investment Management Group London, United Kingdom	$208M	+$10.5M	2	0.23%	Increased
41	Capital Research Global Investors Los Angeles, California	$205M	-$30.2M	2	0.07%	Reduced
42	Allianz Asset Management Munich, Germany	$196M	-$8.93M	3	0.24%	Reduced
43	Amundi Asset Management US Boston, Massachusetts	$194M	+$2.4M	1	0.74%	Increased
44	Brandes Investment Partners La Jolla, California	$173M	-$39.2M	1	2.18%	Reduced
45	1832 Asset Management Toronto, Ontario, Canada	$170M	+$62M	1	0.58%	Increased
46	Citadel Advisors Miami, Florida	$169M	-$4.91M	5	0.2%	Reduced
47	OppenheimerFunds New York	$168M	-$87M	2	0.2%	Reduced
48	Fidelity International Hamilton, Bermuda	$166M	+$157M	2	0.6%	Increased
49	GC GMT Capital Atlanta, Georgia	$165M	-$27.9M	2	3.57%	Reduced
50	GE General Electric Evendale, Ohio	$161M	+$58.9M	1	0.75%	Increased