← 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	$319M	+$16.4M	6	0.16%	Increased
27	Victory Capital Management San Antonio, Texas	$303M	-$28.9M	5	0.64%	Reduced
28	Ameriprise Minneapolis, Minnesota	$295M	-$93.7M	4	0.13%	Reduced
29	American Century Companies Kansas City, Missouri	$284M	+$100M	4	0.29%	Increased
30	AQR Capital Management Greenwich, Connecticut	$278M	+$6.42M	5	0.28%	Increased
31	SSM Sound Shore Management Greenwich, Connecticut	$273M	+$137M	2	4.59%	Increased
32	Charles Schwab San Francisco, California	$264M	-$5.49M	6	0.19%	Reduced
33	Royal Bank of Canada Toronto, Ontario, Canada	$261M	+$9.56M	6	0.12%	Increased
34	AllianceBernstein Nashville, Tennessee	$254M	-$142M	6	0.18%	Reduced
35	Epoch Investment Partners New York	$251M	+$74.6M	2	0.77%	Increased
36	Neuberger Berman Group New York	$245M	+$59.6M	3	0.27%	Increased
37	Schroder Investment Management Group London, United Kingdom	$216M	+$23.9M	3	0.38%	Increased
38	LCS Levin Capital Strategies New York	$215M	+$3.23M	2	3.71%	Increased
39	Legal & General Group London, United Kingdom	$214M	-$5.63M	6	0.17%	Reduced
40	TIAA CREF Investment Management New York	$212M	-$13M	6	0.14%	Reduced
41	Lyrical Asset Management New York	$207M	+$3.49M	1	2.58%	Increased
42	Raymond James & Associates St Petersburg, Florida	$201M	+$9.97M	4	0.34%	Increased
43	Allianz Asset Management Munich, Germany	$199M	+$19M	4	0.19%	Increased
44	EARNEST Partners Atlanta, Georgia	$196M	-$1.19M	4	1.84%	Reduced
45	LSV Asset Management Chicago, Illinois	$187M	+$52.2M	3	0.29%	Increased
46	UBS AM Chicago, Illinois	$183M	-$39M	4	0.14%	Reduced
47	Frontier Capital Management Boston, Massachusetts	$169M	-$42.8M	2	1.2%	Reduced
48	Jennison Associates New York	$163M	-$47.4M	4	0.16%	Reduced
49	New York State Common Retirement Fund Albany, New York	$158M	+$3.8M	5	0.2%	Increased
50	YEPX Yorktown Energy Partners X New York	$157M	$0	1	33.99%	Maintained