← 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	Capital International Investors Los Angeles, California	$293M	+$109K	1	0.5%	Increased
27	Boston Partners Boston, Massachusetts	$268M	+$41.1M	2	0.39%	Increased
28	Geode Capital Management Boston, Massachusetts	$265M	-$2.52M	5	0.15%	Reduced
29	LCS Levin Capital Strategies New York	$263M	-$10.3M	2	3.88%	Reduced
30	Neuberger Berman Group New York	$257M	+$14M	3	0.29%	Increased
31	TIAA CREF Investment Management New York	$257M	+$37.1M	5	0.18%	Increased
32	Dimensional Fund Advisors Austin, Texas	$255M	+$8.72M	4	0.16%	Increased
33	Jennison Associates New York	$251M	+$36.4M	3	0.23%	Increased
34	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$250M	+$12.5M	1	0.34%	Increased
35	Bank of America Charlotte, North Carolina	$244M	+$14.5M	5	0.08%	Increased
36	Managed Account Advisors Jersey City, New Jersey	$213M	+$58.8M	4	0.18%	Increased
37	Goldman Sachs New York	$212M	-$25.2M	5	0.07%	Reduced
38	Capital Guardian Trust Los Angeles, California	$212M	-$6.14M	2	1.53%	Reduced
39	WI WHV Investments San Francisco, California	$191M	-$20.4M	1	4.28%	Reduced
40	AQR Capital Management Greenwich, Connecticut	$188M	-$128K	5	0.37%	Reduced
41	OppenheimerFunds New York	$187M	-$15.4M	3	0.21%	Reduced
42	Amundi Asset Management US Boston, Massachusetts	$174M	-$8.67M	1	0.64%	Reduced
43	I.G. Investment Management Winnipeg, Manitoba, Canada	$172M	-$16.3M	2	0.65%	Reduced
44	Prudential plc London, England, United Kingdom	$171M	+$15M	1	0.65%	Increased
45	SSM Sound Shore Management Greenwich, Connecticut	$164M	+$13.7M	1	2.64%	Increased
46	BlackRock Advisors Wilmington, Delaware	$161M	-$5.74M	4	0.17%	Reduced
47	Fidelity International Hamilton, Bermuda	$138M	-$630K	1	0.44%	Reduced
48	EARNEST Partners Atlanta, Georgia	$137M	-$3.43M	2	1.2%	Reduced
49	Citadel Advisors Miami, Florida	$135M	-$280M	5	0.12%	Reduced
50	USAA United Services Automobile Association San Antonio, Texas	$133M	-$10.7M	2	0.46%	Reduced