← 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	Allianz Asset Management Munich, Germany	$316M	-$25M	4	0.36%	Reduced
27	T. Rowe Price Associates Baltimore, Maryland	$274M	+$73.7M	4	0.06%	Increased
28	Capital International Investors Los Angeles, California	$273M	+$36.3K	1	0.42%	Increased
29	Geode Capital Management Boston, Massachusetts	$268M	+$5.33M	5	0.14%	Increased
30	Jennison Associates New York	$257M	-$2.15M	3	0.27%	Reduced
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$227M	+$3.87M	1	0.35%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$225M	-$52.6M	5	0.17%	Reduced
33	Goldman Sachs New York	$210M	-$20.3M	5	0.07%	Reduced
34	LCS Levin Capital Strategies New York	$199M	-$35.5M	2	3.61%	Reduced
35	EARNEST Partners Atlanta, Georgia	$198M	+$1.02M	3	2.07%	Increased
36	ClearBridge Investments New York	$196M	+$7.7M	2	0.23%	Increased
37	Neuberger Berman Group New York	$180M	-$18.5M	3	0.25%	Reduced
38	OppenheimerFunds New York	$177M	+$6.32M	4	0.24%	Increased
39	Capital Guardian Trust Los Angeles, California	$170M	-$1.3M	2	1.31%	Reduced
40	Two Sigma Advisers New York	$168M	-$12.8M	3	0.94%	Reduced
41	Lyrical Asset Management New York	$162M	+$32.4M	1	3.52%	Increased
42	SSM Sound Shore Management Greenwich, Connecticut	$161M	-$489K	1	2.92%	Reduced
43	I.G. Investment Management Winnipeg, Manitoba, Canada	$159M	-$20M	2	0.64%	Reduced
44	AQR Capital Management Greenwich, Connecticut	$158M	-$29.2M	4	0.28%	Reduced
45	Prudential Financial Newark, New Jersey	$153M	+$51.2M	4	0.27%	Increased
46	Charles Schwab San Francisco, California	$150M	+$28.5M	5	0.2%	Increased
47	Epoch Investment Partners New York	$138M	+$121M	1	0.52%	Increased
48	RS Investment Management San Francisco, California	$134M	-$985K	2	1.33%	Reduced
49	Two Sigma Investments New York	$133M	-$46.2M	4	0.64%	Reduced
50	LSV Asset Management Chicago, Illinois	$129M	+$7.92M	3	0.27%	Increased