← 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	$286M	-$9.49M	1	3.61%	Reduced
27	Geode Capital Management Boston, Massachusetts	$283M	-$1.16M	5	0.18%	Reduced
28	Invesco Atlanta, Georgia	$275M	-$101M	5	0.11%	Reduced
29	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$267M	+$11.3M	1	0.36%	Increased
30	Jennison Associates New York	$262M	-$12.7M	1	0.24%	Reduced
31	GE General Electric Evendale, Ohio	$260M	+$90.8M	1	1.18%	Increased
32	Calamos Advisors Naperville, Illinois	$251M	-$10.3M	1	1.59%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$248M	+$94.6M	5	0.17%	Increased
34	LCS Levin Capital Strategies New York	$239M	-$28.9M	2	3.68%	Reduced
35	TIAA CREF Investment Management New York	$238M	-$7.52M	5	0.17%	Reduced
36	ClearBridge Investments New York	$230M	+$554K	2	0.26%	Increased
37	Capital International Investors Los Angeles, California	$229M	-$16.3M	1	0.59%	Reduced
38	Managed Account Advisors Jersey City, New Jersey	$229M	-$27.3M	4	0.27%	Reduced
39	Amundi Asset Management US Boston, Massachusetts	$209M	+$9.26M	1	0.8%	Increased
40	Adage Capital Partners Boston, Massachusetts	$197M	+$46.4M	2	0.51%	Increased
41	OppenheimerFunds New York	$193M	+$17.2M	2	0.21%	Increased
42	Schroder Investment Management Group London, United Kingdom	$192M	-$21.6M	3	0.24%	Reduced
43	Allianz Asset Management Munich, Germany	$190M	-$9.59M	3	0.24%	Reduced
44	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$186M	+$97.6M	5	0.28%	Increased
45	Goldman Sachs New York	$185M	+$18.6M	5	0.06%	Increased
46	BlackRock Investment Management Wilmington, Delaware	$182M	-$35.8M	5	0.25%	Reduced
47	Neuberger Berman Group New York	$164M	-$72.4M	4	0.16%	Reduced
48	GC GMT Capital Atlanta, Georgia	$162M	-$23.1M	2	3.37%	Reduced
49	Eagle Asset Management St Petersburg, Florida	$162M	+$97.6M	1	0.88%	Increased
50	USAA United Services Automobile Association San Antonio, Texas	$159M	+$9.54M	2	0.58%	Increased