← 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	Deutsche Bank Frankfurt Am Main Ge, Germany	$326M	+$31.4M	6	0.21%	Increased
27	AQR Capital Management Greenwich, Connecticut	$301M	+$53.7M	4	0.32%	Increased
28	TIAA CREF Investment Management New York	$295M	+$43.5M	5	0.19%	Increased
29	American Century Companies Kansas City, Missouri	$273M	+$7.42M	4	0.27%	Increased
30	Capital International Investors Los Angeles, California	$268M	+$1.26M	1	0.3%	Increased
31	Jennison Associates New York	$266M	-$20.4M	4	0.26%	Reduced
32	YEPX Yorktown Energy Partners X New York	$265M	-$45M	1	46.27%	Reduced
33	IAM Iridian Asset Management Westport, Connecticut	$259M	+$29.2M	1	2.18%	Increased
34	Legal & General Group London, United Kingdom	$254M	-$3.61M	5	0.18%	Reduced
35	Lyrical Asset Management New York	$242M	-$259M	1	2.96%	Reduced
36	Ameriprise Minneapolis, Minnesota	$238M	-$148M	5	0.11%	Reduced
37	Charles Schwab San Francisco, California	$238M	+$11.1M	5	0.19%	Increased
38	UBS AM Chicago, Illinois	$229M	+$7.81M	4	0.19%	Increased
39	Franklin Resources San Mateo, California	$227M	-$15.2M	3	0.11%	Reduced
40	LCS Levin Capital Strategies New York	$213M	-$27.5M	2	3.6%	Reduced
41	Royal Bank of Canada Toronto, Ontario, Canada	$212M	+$16M	6	0.09%	Increased
42	Frontier Capital Management Boston, Massachusetts	$205M	-$2.44M	2	1.5%	Reduced
43	Raymond James & Associates St Petersburg, Florida	$204M	-$3.11M	4	0.37%	Reduced
44	SSM Sound Shore Management Greenwich, Connecticut	$202M	+$2.68M	1	3.08%	Increased
45	Epoch Investment Partners New York	$200M	+$5.64M	2	0.66%	Increased
46	EARNEST Partners Atlanta, Georgia	$194M	-$89.1M	4	1.86%	Reduced
47	Allianz Asset Management Munich, Germany	$190M	+$6.38M	4	0.15%	Increased
48	Swiss National Bank Zurich, Switzerland	$177M	-$327K	4	0.19%	Reduced
49	UBS Group Zurich, Switzerland	$176M	-$4.13M	6	0.07%	Reduced
50	LSV Asset Management Chicago, Illinois	$167M	-$20.1M	2	0.26%	Reduced