← 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	Capital International Investors Los Angeles, California	$278M	+$901K	1	0.38%	Increased
27	Victory Capital Management San Antonio, Texas	$273M	+$27.5M	4	0.65%	Increased
28	EARNEST Partners Atlanta, Georgia	$262M	-$9.97M	3	2.79%	Reduced
29	Ameriprise Minneapolis, Minnesota	$260M	-$49.1M	4	0.13%	Reduced
30	Legal & General Group London, United Kingdom	$230M	+$9.8M	5	0.2%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$220M	+$1.26M	5	0.16%	Increased
32	LCS Levin Capital Strategies New York	$217M	+$14.1M	2	3.87%	Increased
33	Allianz Asset Management Munich, Germany	$213M	-$39.7M	4	0.21%	Reduced
34	Lyrical Asset Management New York	$211M	+$12.2M	1	3.39%	Increased
35	UBS AM Chicago, Illinois	$201M	+$35.4M	4	0.2%	Increased
36	Jennison Associates New York	$200M	-$29.7M	3	0.22%	Reduced
37	Royal Bank of Canada Toronto, Ontario, Canada	$199M	+$24.7M	5	0.11%	Increased
38	Schroder Investment Management Group London, United Kingdom	$195M	+$17.2M	2	0.35%	Increased
39	Charles Schwab San Francisco, California	$195M	+$3M	5	0.19%	Increased
40	TIAA CREF Investment Management New York	$190M	+$19.5M	4	0.14%	Increased
41	Epoch Investment Partners New York	$187M	+$18.9M	1	0.63%	Increased
42	OppenheimerFunds New York	$184M	-$14.8M	4	0.22%	Reduced
43	LSV Asset Management Chicago, Illinois	$179M	-$11.2M	1	0.33%	Reduced
44	Raymond James & Associates St Petersburg, Florida	$169M	+$21.5M	4	0.39%	Increased
45	I.G. Investment Management Winnipeg, Manitoba, Canada	$161M	+$4.79M	1	0.82%	Increased
46	Swiss National Bank Zurich, Switzerland	$161M	+$30.5M	4	0.2%	Increased
47	UBS Group Zurich, Switzerland	$154M	-$3.64M	5	0.08%	Reduced
48	Neuberger Berman Group New York	$153M	-$24.1M	3	0.2%	Reduced
49	Capital Guardian Trust Los Angeles, California	$152M	-$3.54M	2	1.14%	Reduced
50	New York State Common Retirement Fund Albany, New York	$152M	-$13.9M	5	0.2%	Reduced