← 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	Charles Schwab San Francisco, California	$307M	+$12.6M	6	0.2%	Increased
27	Harris Associates Chicago, Illinois	$303M	+$177M	1	0.48%	Increased
28	Ameriprise Minneapolis, Minnesota	$283M	-$12M	4	0.1%	Reduced
29	Neuberger Berman Group New York	$281M	+$8.63M	3	0.32%	Increased
30	Epoch Investment Partners New York	$270M	-$13.5M	2	1.03%	Reduced
31	AQR Capital Management Greenwich, Connecticut	$269M	-$24.9M	5	0.26%	Reduced
32	Victory Capital Management San Antonio, Texas	$269M	-$24.6M	4	0.55%	Reduced
33	American Century Companies Kansas City, Missouri	$261M	-$59.9M	4	0.25%	Reduced
34	AllianceBernstein Nashville, Tennessee	$254M	-$3.03M	6	0.17%	Reduced
35	Legal & General Group London, United Kingdom	$251M	+$12.1M	6	0.18%	Increased
36	Raymond James & Associates St Petersburg, Florida	$239M	+$7.53M	4	0.37%	Increased
37	Glenview Capital Management New York	$231M	-$215M	1	1.47%	Reduced
38	UBS AM Chicago, Illinois	$221M	+$17.5M	4	0.16%	Increased
39	Allianz Asset Management Munich, Germany	$217M	-$6.49M	4	0.2%	Reduced
40	Capital International Investors Los Angeles, California	$209M	-$155M	1	0.1%	Reduced
41	Lyrical Asset Management New York	$208M	+$16.6M	1	2.51%	Increased
42	YEPX Yorktown Energy Partners X New York	$207M	$0	1	47.83%	Maintained
43	Citadel Advisors Miami, Florida	$201M	+$188M	5	0.09%	Increased
44	TIAA CREF Investment Management New York	$198M	-$34.4M	6	0.13%	Reduced
45	LCS Levin Capital Strategies New York	$191M	-$53.7M	2	3.29%	Reduced
46	UBS Group Zurich, Switzerland	$191M	+$18.7M	6	0.08%	Increased
47	EARNEST Partners Atlanta, Georgia	$180M	-$972K	4	1.62%	Reduced
48	SSM Sound Shore Management Greenwich, Connecticut	$175M	-$115M	2	2.99%	Reduced
49	Schroder Investment Management Group London, United Kingdom	$175M	-$75.7M	2	0.3%	Reduced
50	New York State Common Retirement Fund Albany, New York	$170M	+$1.22M	5	0.2%	Increased