← 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
Geode Capital Management
Geode Capital Management
Massachusetts
$270M +$9.93M 5 0.15% Increased
27
Boston Partners
Boston Partners
Massachusetts
$257M -$64.6M 2 0.38% Reduced
28
Neuberger Berman Group
Neuberger Berman Group
New York
$248M +$109M 3 0.26% Increased
29
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$246M -$27.9M 4 0.16% Reduced
30
Goldman Sachs
Goldman Sachs
New York
$244M +$88.3M 5 0.08% Increased
31
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$240M +$219K 1 0.33% Increased
32
Bank of America
Bank of America
North Carolina
$233M +$18.1M 5 0.08% Increased
33
Jennison Associates
Jennison Associates
New York
$224M -$16.4M 3 0.21% Reduced
34
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$224M -$47M 5 0.16% Reduced
35
Capital Guardian Trust
Capital Guardian Trust
California
$219M -$45M 2 1.63% Reduced
36
WI
WHV Investments
California
$212M -$16.2M 1 4.17% Reduced
37
AQR Capital Management
AQR Capital Management
Connecticut
$208M +$31.4M 5 0.48% Increased
38
OppenheimerFunds
OppenheimerFunds
New York
$205M +$22.5M 2 0.23% Increased
39
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$189M +$4.68M 2 0.72% Increased
40
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$184M +$13.7M 1 0.66% Increased
41
Deutsche Bank
Deutsche Bank
Germany
$180M +$49.2M 5 0.11% Increased
42
Eagle Asset Management
Eagle Asset Management
Florida
$177M +$15.3M 1 1.01% Increased
43
SSM
Sound Shore Management
Connecticut
$169M +$19M 1 2.71% Increased
44
BlackRock Advisors
BlackRock Advisors
Delaware
$168M +$34.5M 4 0.17% Increased
45
AL
AJO LP
Pennsylvania
$167M -$5.87M 1 0.7% Reduced
46
Managed Account Advisors
Managed Account Advisors
New Jersey
$160M -$21.8M 4 0.14% Reduced
47
Prudential plc
Prudential plc
United Kingdom
$158M -$10.2M 1 0.7% Reduced
48
Allianz Asset Management
Allianz Asset Management
Germany
$151M +$46.2M 3 0.17% Increased
49
EARNEST Partners
EARNEST Partners
Georgia
$150M -$9.31M 2 1.29% Reduced
50
USAA
United Services Automobile Association
Texas
$144M -$6.64M 2 0.5% Reduced