← 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
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$268M -$42.4M 4 0.18% Reduced
27
Capital Guardian Trust
Capital Guardian Trust
California
$264M -$4.02M 2 1.83% Reduced
28
Geode Capital Management
Geode Capital Management
Massachusetts
$259M +$9.13M 5 0.15% Increased
29
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$240M +$2.35M 1 0.32% Increased
30
Jennison Associates
Jennison Associates
New York
$231M -$11.8M 3 0.22% Reduced
31
WI
WHV Investments
California
$228M -$16.7M 1 3.92% Reduced
32
Citadel Advisors
Citadel Advisors
Florida
$213M +$119M 5 0.21% Increased
33
Capital International Investors
Capital International Investors
California
$212M +$9.89M 1 0.43% Increased
34
Bank of America
Bank of America
North Carolina
$211M -$32.8M 5 0.08% Reduced
35
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$184M +$20.8M 2 0.67% Increased
36
OppenheimerFunds
OppenheimerFunds
New York
$179M -$4.39M 2 0.2% Reduced
37
Managed Account Advisors
Managed Account Advisors
New Jersey
$178M -$32.5M 4 0.18% Reduced
38
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$170M +$17.8M 1 0.62% Increased
39
Prudential plc
Prudential plc
United Kingdom
$168M +$3.65M 2 0.71% Increased
40
Eagle Asset Management
Eagle Asset Management
Florida
$161M +$3.82M 1 0.93% Increased
41
AQR Capital Management
AQR Capital Management
Connecticut
$155M +$142M 5 0.32% Increased
42
AL
AJO LP
Pennsylvania
$153M +$1.79M 1 0.65% Increased
43
USAA
United Services Automobile Association
Texas
$150M +$3.55M 2 0.53% Increased
44
Goldman Sachs
Goldman Sachs
New York
$148M +$19.6M 5 0.05% Increased
45
Adage Capital Partners
Adage Capital Partners
Massachusetts
$148M +$2.66M 2 0.36% Increased
46
EARNEST Partners
EARNEST Partners
Georgia
$147M -$7.03M 2 1.21% Reduced
47
Fidelity International
Fidelity International
Bermuda
$145M +$4.09M 1 0.5% Increased
48
Calamos Advisors
Calamos Advisors
Illinois
$140M -$72.7M 1 0.92% Reduced
49
Neuberger Berman Group
Neuberger Berman Group
New York
$135M -$8.38M 3 0.14% Reduced
50
UBS AM
UBS AM
Illinois
$135M -$1.5M 5 0.13% Reduced