← 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	Geode Capital Management Boston, Massachusetts	$295M	+$7.99M	5	0.15%	Increased
27	Invesco Atlanta, Georgia	$292M	-$111M	5	0.1%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$277M	+$7.04M	5	0.2%	Increased
29	Allianz Asset Management Munich, Germany	$264M	-$53.5M	4	0.26%	Reduced
30	Capital International Investors Los Angeles, California	$245M	+$838K	1	0.36%	Increased
31	Goldman Sachs New York	$244M	+$15.8M	5	0.07%	Increased
32	EARNEST Partners Atlanta, Georgia	$234M	-$11.2M	3	2.45%	Reduced
33	Jennison Associates New York	$230M	-$9.47M	3	0.25%	Reduced
34	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$219M	-$3M	1	0.33%	Reduced
35	OppenheimerFunds New York	$203M	+$1.08M	4	0.25%	Increased
36	Schroder Investment Management Group London, United Kingdom	$202M	+$108M	1	0.38%	Increased
37	Neuberger Berman Group New York	$193M	-$3.18M	3	0.26%	Reduced
38	Victory Capital Management San Antonio, Texas	$189M	+$81.7M	4	0.53%	Increased
39	AQR Capital Management Greenwich, Connecticut	$180M	+$45.1M	4	0.28%	Increased
40	Lyrical Asset Management New York	$171M	-$4.84M	1	3.35%	Reduced
41	LCS Levin Capital Strategies New York	$160M	-$29.6M	2	2.35%	Reduced
42	IAM Iridian Asset Management Westport, Connecticut	$157M	+$73.6M	1	1.37%	Increased
43	Capital Guardian Trust Los Angeles, California	$156M	-$16.6M	2	1.18%	Reduced
44	Charles Schwab San Francisco, California	$156M	+$8.36M	5	0.18%	Increased
45	Royal Bank of Canada Toronto, Ontario, Canada	$156M	+$23.5M	5	0.09%	Increased
46	LSV Asset Management Chicago, Illinois	$153M	-$2.38M	2	0.3%	Reduced
47	Arrowstreet Capital Boston, Massachusetts	$152M	+$58.8M	4	0.5%	Increased
48	Epoch Investment Partners New York	$151M	+$3.22M	1	0.56%	Increased
49	SSM Sound Shore Management Greenwich, Connecticut	$151M	-$410K	1	2.68%	Reduced
50	Prudential Financial Newark, New Jersey	$149M	-$65.4M	4	0.25%	Reduced