← 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	Deutsche Bank Frankfurt Am Main Ge, Germany	$241M	+$9.76M	5	0.17%	Increased
27	Capital International Investors Los Angeles, California	$227M	+$337K	1	0.35%	Increased
28	Jennison Associates New York	$227M	+$14M	3	0.22%	Increased
29	Geode Capital Management Boston, Massachusetts	$221M	+$7.74M	5	0.13%	Increased
30	Goldman Sachs New York	$206M	+$63.7M	5	0.06%	Increased
31	LCS Levin Capital Strategies New York	$199M	+$16.9M	2	3.49%	Increased
32	AllianceBernstein Nashville, Tennessee	$196M	+$4.76M	4	0.17%	Increased
33	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$185M	-$2.94M	1	0.28%	Reduced
34	EARNEST Partners Atlanta, Georgia	$179M	-$8.59M	3	1.83%	Reduced
35	AQR Capital Management Greenwich, Connecticut	$173M	+$16.3M	4	0.3%	Increased
36	Neuberger Berman Group New York	$172M	-$36.2M	3	0.23%	Reduced
37	ClearBridge Investments New York	$164M	-$108M	2	0.19%	Reduced
38	T. Rowe Price Associates Baltimore, Maryland	$159M	-$141M	4	0.03%	Reduced
39	Two Sigma Investments New York	$158M	-$1.49M	3	0.76%	Reduced
40	Two Sigma Advisers New York	$155M	-$4.36M	3	0.93%	Reduced
41	BlackRock Advisors Wilmington, Delaware	$155M	-$6.3M	5	0.16%	Reduced
42	OppenheimerFunds New York	$153M	-$6.06M	4	0.19%	Reduced
43	I.G. Investment Management Winnipeg, Manitoba, Canada	$151M	+$19.4M	2	0.65%	Increased
44	SSM Sound Shore Management Greenwich, Connecticut	$150M	-$5.52M	1	2.73%	Reduced
45	Capital Guardian Trust Los Angeles, California	$142M	-$14.3M	2	1.11%	Reduced
46	RS Investment Management San Francisco, California	$135M	+$25.6M	2	1.21%	Increased
47	UBS Group Zurich, Switzerland	$129M	+$57.4M	5	0.08%	Increased
48	TIAA CREF Investment Management New York	$120M	-$66.8M	5	0.09%	Reduced
49	Hotchkis & Wiley Capital Management Los Angeles, California	$111M	+$60.9M	1	0.45%	Increased
50	Royal Bank of Canada Toronto, Ontario, Canada	$111M	+$72.3M	5	0.07%	Increased