← 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	$233M	+$41M	2	3.54%	Increased
27	Geode Capital Management Boston, Massachusetts	$232M	-$2.85M	5	0.15%	Reduced
28	WI WHV Investments San Francisco, California	$229M	-$6.71M	1	3.27%	Reduced
29	Bank of America Charlotte, North Carolina	$228M	-$48.1M	5	0.07%	Reduced
30	Jennison Associates New York	$228M	-$17.8M	2	0.21%	Reduced
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$221M	+$2.85M	1	0.3%	Increased
32	GE General Electric Evendale, Ohio	$207M	-$6.65M	1	0.54%	Reduced
33	Calamos Advisors Naperville, Illinois	$200M	-$7.05M	1	1.34%	Reduced
34	Managed Account Advisors Jersey City, New Jersey	$197M	-$1.22M	4	0.22%	Reduced
35	Capital International Investors Los Angeles, California	$188M	$0	1	0.46%	Maintained
36	OppenheimerFunds New York	$169M	-$73.5K	2	0.19%	Reduced
37	TIAA CREF Investment Management New York	$168M	-$33.8M	5	0.12%	Reduced
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$161M	-$51.7M	5	0.1%	Reduced
39	Prudential plc London, England, United Kingdom	$153M	+$167M	2	0.63%	Increased
40	I.G. Investment Management Winnipeg, Manitoba, Canada	$152M	+$93.4M	2	0.54%	Increased
41	Eagle Asset Management St Petersburg, Florida	$147M	+$15.2M	1	0.84%	Increased
42	Amundi Asset Management US Boston, Massachusetts	$142M	-$33.5M	1	0.53%	Reduced
43	AL AJO LP Philadelphia, Pennsylvania	$139M	+$5.79M	1	0.62%	Increased
44	EARNEST Partners Atlanta, Georgia	$139M	-$201K	2	1.16%	Reduced
45	USAA United Services Automobile Association San Antonio, Texas	$137M	+$7M	2	0.49%	Increased
46	GC GMT Capital Atlanta, Georgia	$136M	-$9.39M	2	2.92%	Reduced
47	Neuberger Berman Group New York	$133M	-$9.19M	3	0.14%	Reduced
48	BlackRock Advisors Wilmington, Delaware	$133M	-$133M	4	0.13%	Reduced
49	SSM Sound Shore Management Greenwich, Connecticut	$131M	-$1.25M	1	2.11%	Reduced
50	Fidelity International Hamilton, Bermuda	$131M	+$2.08M	1	0.5%	Increased