← 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	Victory Capital Management San Antonio, Texas	$354M	-$9.92M	5	0.77%	Reduced
27	Capital International Investors Los Angeles, California	$342M	+$73.3M	1	0.4%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$326M	+$2.41M	6	0.16%	Increased
29	AQR Capital Management Greenwich, Connecticut	$296M	+$3.23M	4	0.32%	Increased
30	Charles Schwab San Francisco, California	$283M	+$44.7M	5	0.22%	Increased
31	Royal Bank of Canada Toronto, Ontario, Canada	$267M	+$54.1M	6	0.12%	Increased
32	Legal & General Group London, United Kingdom	$237M	-$14.4M	5	0.18%	Reduced
33	TIAA CREF Investment Management New York	$236M	-$60.1M	5	0.16%	Reduced
34	Lyrical Asset Management New York	$236M	+$17.6M	1	2.88%	Increased
35	UBS AM Chicago, Illinois	$235M	+$7.16M	4	0.19%	Increased
36	Jennison Associates New York	$231M	-$19.7M	4	0.23%	Reduced
37	LCS Levin Capital Strategies New York	$227M	+$12.3M	2	4.14%	Increased
38	Franklin Resources San Mateo, California	$227M	+$2.01M	3	0.12%	Increased
39	Millennium Management New York	$221M	+$129M	4	0.29%	Increased
40	Schroder Investment Management Group London, United Kingdom	$209M	+$80.3M	3	0.36%	Increased
41	Raymond James & Associates St Petersburg, Florida	$204M	-$1.06M	4	0.37%	Reduced
42	Harris Associates Chicago, Illinois	$200M	+$222M	1	0.33%	New
43	Frontier Capital Management Boston, Massachusetts	$199M	-$4.28M	2	1.45%	Reduced
44	American Century Companies Kansas City, Missouri	$198M	-$77.2M	3	0.2%	Reduced
45	Neuberger Berman Group New York	$194M	+$61.8M	4	0.22%	Increased
46	EARNEST Partners Atlanta, Georgia	$193M	+$3.86M	4	1.83%	Increased
47	Epoch Investment Partners New York	$192M	-$10.1M	2	0.68%	Reduced
48	Allianz Asset Management Munich, Germany	$192M	+$2.83M	4	0.18%	Increased
49	LM Luminus Management Houston, Texas	$189M	+$25.5M	1	3.92%	Increased
50	YEPX Yorktown Energy Partners X New York	$181M	-$26.5M	1	41.92%	Reduced