← 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	$288M	-$16.2M	4	0.31%	Reduced
27	Geode Capital Management Boston, Massachusetts	$258M	-$1.68M	5	0.14%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$243M	+$26.1M	5	0.17%	Increased
29	Capital International Investors Los Angeles, California	$222M	-$40.3M	1	0.33%	Reduced
30	Jennison Associates New York	$213M	-$38.8M	3	0.23%	Reduced
31	EARNEST Partners Atlanta, Georgia	$205M	-$4.76M	3	2.22%	Reduced
32	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$202M	-$15.4M	1	0.31%	Reduced
33	ClearBridge Investments New York	$201M	+$8.64M	2	0.24%	Increased
34	Goldman Sachs New York	$200M	-$4.63M	5	0.07%	Reduced
35	Prudential Financial Newark, New Jersey	$192M	+$44.1M	4	0.32%	Increased
36	OppenheimerFunds New York	$180M	+$3.74M	4	0.24%	Increased
37	Neuberger Berman Group New York	$177M	+$1.81M	3	0.24%	Increased
38	LCS Levin Capital Strategies New York	$174M	-$16.7M	2	3.13%	Reduced
39	Lyrical Asset Management New York	$160M	+$5.61M	1	3.34%	Increased
40	Capital Guardian Trust Los Angeles, California	$157M	-$4.95M	2	1.21%	Reduced
41	Janus Henderson Investors US Denver, Colorado	$153M	+$45.3M	2	0.13%	Increased
42	BlackRock Advisors Wilmington, Delaware	$143M	+$31.8M	5	0.15%	Increased
43	T. Rowe Price Associates Baltimore, Maryland	$143M	-$130M	4	0.03%	Reduced
44	I.G. Investment Management Winnipeg, Manitoba, Canada	$137M	-$15.9M	2	0.54%	Reduced
45	LSV Asset Management Chicago, Illinois	$135M	+$9.29M	3	0.28%	Increased
46	TIAA CREF Investment Management New York	$135M	+$23.1M	5	0.1%	Increased
47	Epoch Investment Partners New York	$135M	+$2.69M	1	0.5%	Increased
48	RS Investment Management San Francisco, California	$133M	-$10.1M	2	1.37%	Reduced
49	Charles Schwab San Francisco, California	$132M	-$14.3M	5	0.16%	Reduced
50	SSM Sound Shore Management Greenwich, Connecticut	$131M	-$27.5M	1	2.4%	Reduced