← 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	Ameriprise Minneapolis, Minnesota	$313M	+$41.5M	4	0.16%	Increased
27	Victory Capital Management San Antonio, Texas	$300M	+$30.1M	4	0.7%	Increased
28	Capital International Investors Los Angeles, California	$292M	+$667K	1	0.39%	Increased
29	AQR Capital Management Greenwich, Connecticut	$273M	-$22.2M	4	0.36%	Reduced
30	Jennison Associates New York	$264M	+$61.3M	4	0.28%	Increased
31	Schroder Investment Management Group London, United Kingdom	$261M	+$59.2M	2	0.47%	Increased
32	EARNEST Partners Atlanta, Georgia	$251M	-$6.51M	3	2.64%	Reduced
33	TIAA CREF Investment Management New York	$244M	+$48.8M	5	0.17%	Increased
34	Legal & General Group London, United Kingdom	$243M	+$5.59M	5	0.2%	Increased
35	UBS AM Chicago, Illinois	$227M	+$20.3M	4	0.22%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$211M	-$14.7M	6	0.15%	Reduced
37	Charles Schwab San Francisco, California	$208M	+$6.32M	5	0.2%	Increased
38	Royal Bank of Canada Toronto, Ontario, Canada	$205M	-$3.19M	6	0.11%	Reduced
39	LCS Levin Capital Strategies New York	$202M	-$25.6M	2	3.52%	Reduced
40	Allianz Asset Management Munich, Germany	$197M	-$20.4M	4	0.19%	Reduced
41	Epoch Investment Partners New York	$197M	+$16.5K	1	0.66%	Increased
42	Raymond James & Associates St Petersburg, Florida	$194M	+$17.2M	4	0.42%	Increased
43	OppenheimerFunds New York	$190M	-$2.22M	4	0.23%	Reduced
44	UBS Group Zurich, Switzerland	$186M	+$25.3M	5	0.1%	Increased
45	LSV Asset Management Chicago, Illinois	$179M	+$5.36M	1	0.32%	Increased
46	Franklin Resources San Mateo, California	$178M	+$46M	3	0.09%	Increased
47	Frontier Capital Management Boston, Massachusetts	$177M	+$54.5M	2	1.29%	Increased
48	YEPX Yorktown Energy Partners X New York	$173M	+$170M	1	40.13%	New
49	Swiss National Bank Zurich, Switzerland	$170M	+$3.95M	4	0.2%	Increased
50	SSM Sound Shore Management Greenwich, Connecticut	$168M	+$25.8M	1	2.76%	Increased