← 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 Austin, Texas	$244M	+$33M	4	0.16%	Increased
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$226M	-$5.3M	5	0.17%	Reduced
28	Capital International Investors Los Angeles, California	$224M	+$1.01M	1	0.41%	Increased
29	Boston Partners Boston, Massachusetts	$216M	-$33.4M	2	0.33%	Reduced
30	Viking Global Investors Stamford, Connecticut	$209M	+$241M	1	0.8%	New
31	Geode Capital Management Boston, Massachusetts	$208M	+$1.63M	5	0.13%	Increased
32	Jennison Associates New York	$203M	-$3.17M	3	0.21%	Reduced
33	Neuberger Berman Group New York	$198M	-$6.29M	3	0.26%	Reduced
34	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$185M	-$6.06M	1	0.28%	Reduced
35	LCS Levin Capital Strategies New York	$183M	-$19.4M	2	3.12%	Reduced
36	AllianceBernstein Nashville, Tennessee	$182M	+$103M	4	0.16%	Increased
37	TIAA CREF Investment Management New York	$179M	-$22.9M	5	0.14%	Reduced
38	EARNEST Partners Atlanta, Georgia	$165M	+$30.3M	3	1.62%	Increased
39	WI WHV Investments San Francisco, California	$160M	-$18.5M	1	4.42%	Reduced
40	BlackRock Advisors Wilmington, Delaware	$158M	+$39.3M	5	0.17%	Increased
41	Two Sigma Advisers New York	$157M	+$129M	2	0.99%	Increased
42	Two Sigma Investments New York	$156M	+$106M	2	0.8%	Increased
43	Capital Guardian Trust Los Angeles, California	$154M	-$8.25M	2	1.25%	Reduced
44	Farallon Capital Management San Francisco, California	$150M	+$172M	1	1.98%	New
45	AQR Capital Management Greenwich, Connecticut	$149M	-$24M	4	0.3%	Reduced
46	Adage Capital Partners Boston, Massachusetts	$147M	+$24.7M	2	0.41%	Increased
47	SSM Sound Shore Management Greenwich, Connecticut	$146M	-$6.88M	1	2.75%	Reduced
48	OppenheimerFunds New York	$143M	-$18M	3	0.19%	Reduced
49	Goldman Sachs New York	$138M	-$40.2M	5	0.05%	Reduced
50	I.G. Investment Management Winnipeg, Manitoba, Canada	$131M	-$572K	2	0.55%	Reduced