← 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	$322M	+$19.3M	5	0.15%	Increased
27	Ameriprise Minneapolis, Minnesota	$277M	-$111M	4	0.15%	Reduced
28	AQR Capital Management Greenwich, Connecticut	$276M	+$84.1M	5	0.38%	Increased
29	Capital International Investors Los Angeles, California	$250M	+$399K	1	0.36%	Increased
30	EARNEST Partners Atlanta, Georgia	$228M	-$24.9M	4	2.49%	Reduced
31	Allianz Asset Management Munich, Germany	$227M	-$44M	4	0.2%	Reduced
32	Victory Capital Management San Antonio, Texas	$211M	+$14.9M	4	0.53%	Increased
33	Jennison Associates New York	$205M	-$32.1M	3	0.23%	Reduced
34	Legal & General Group London, United Kingdom	$196M	+$146M	5	0.18%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$194M	-$89M	5	0.16%	Reduced
36	LCS Levin Capital Strategies New York	$183M	+$21.8M	2	3.15%	Increased
37	Lyrical Asset Management New York	$180M	+$4.86M	1	3.2%	Increased
38	OppenheimerFunds New York	$179M	-$28M	4	0.23%	Reduced
39	Charles Schwab San Francisco, California	$171M	+$9.35M	5	0.19%	Increased
40	Viking Global Investors Stamford, Connecticut	$167M	+$151M	1	0.76%	Increased
41	LSV Asset Management Chicago, Illinois	$164M	+$2.25M	2	0.3%	Increased
42	Neuberger Berman Group New York	$161M	-$36.3M	3	0.22%	Reduced
43	Schroder Investment Management Group London, United Kingdom	$160M	-$45.3M	1	0.31%	Reduced
44	IAM Iridian Asset Management Westport, Connecticut	$157M	-$9.07M	1	1.45%	Reduced
45	Royal Bank of Canada Toronto, Ontario, Canada	$156M	-$3.31M	5	0.08%	Reduced
46	SSM Sound Shore Management Greenwich, Connecticut	$155M	-$3.5M	1	2.67%	Reduced
47	Epoch Investment Partners New York	$152M	-$2.74M	1	0.57%	Reduced
48	TIAA CREF Investment Management New York	$149M	+$2.7M	5	0.11%	Increased
49	UBS AM Chicago, Illinois	$147M	-$2.01M	4	0.16%	Reduced
50	New York State Common Retirement Fund Albany, New York	$146M	-$4.01M	5	0.21%	Reduced