← 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	$380M	+$63.5M	4	0.18%	Increased
27	Victory Capital Management San Antonio, Texas	$355M	+$35.3M	5	0.8%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$291M	+$71.3M	6	0.2%	Increased
29	EARNEST Partners Atlanta, Georgia	$287M	-$4.48M	3	2.85%	Reduced
30	Jennison Associates New York	$268M	-$3.47M	4	0.27%	Reduced
31	YEPX Yorktown Energy Partners X New York	$262M	$0	1	47.05%	Maintained
32	Capital International Investors Los Angeles, California	$259M	-$28.7M	1	0.31%	Reduced
33	American Century Companies Kansas City, Missouri	$258M	+$167M	4	0.26%	Increased
34	Legal & General Group London, United Kingdom	$248M	+$5.78M	5	0.19%	Increased
35	TIAA CREF Investment Management New York	$243M	-$5.2M	5	0.17%	Reduced
36	AQR Capital Management Greenwich, Connecticut	$236M	-$42.3M	4	0.28%	Reduced
37	LCS Levin Capital Strategies New York	$234M	+$33.9M	2	3.97%	Increased
38	Franklin Resources San Mateo, California	$227M	+$37.9M	3	0.11%	Increased
39	Schroder Investment Management Group London, United Kingdom	$226M	-$37.5M	3	0.39%	Reduced
40	Charles Schwab San Francisco, California	$224M	+$11M	5	0.2%	Increased
41	UBS AM Chicago, Illinois	$213M	-$14.2M	4	0.19%	Reduced
42	IAM Iridian Asset Management Westport, Connecticut	$212M	+$40.2M	1	1.81%	Increased
43	Raymond James & Associates St Petersburg, Florida	$199M	+$4.71M	4	0.4%	Increased
44	Frontier Capital Management Boston, Massachusetts	$195M	+$4.89M	2	1.41%	Increased
45	Royal Bank of Canada Toronto, Ontario, Canada	$191M	-$12M	5	0.09%	Reduced
46	Epoch Investment Partners New York	$190M	-$3.98M	1	0.64%	Reduced
47	SSM Sound Shore Management Greenwich, Connecticut	$183M	+$12.1M	1	3%	Increased
48	Allianz Asset Management Munich, Germany	$179M	-$21M	4	0.15%	Reduced
49	UBS Group Zurich, Switzerland	$176M	-$11M	6	0.08%	Reduced
50	LSV Asset Management Chicago, Illinois	$172M	-$9.99M	2	0.28%	Reduced