← 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	Janus Henderson Group London,	$245M	-$224M	5	0.16%	Reduced
27	Victory Capital Management San Antonio, Texas	$240M	+$69.6M	4	0.6%	Increased
28	Ameriprise Minneapolis, Minnesota	$221M	-$11.6M	5	0.11%	Reduced
29	Allianz Asset Management Munich, Germany	$210M	+$41.1M	4	0.23%	Increased
30	Legal & General Group London, United Kingdom	$207M	+$16M	6	0.16%	Increased
31	Neuberger Berman Group New York	$201M	-$30.2M	3	0.28%	Reduced
32	Waddell & Reed Financial Overland Park, Kansas	$201M	+$76.6M	2	0.57%	Increased
33	UBS Group Zurich, Switzerland	$194M	+$60.5M	6	0.09%	Increased
34	Epoch Investment Partners New York	$194M	-$23M	2	0.9%	Reduced
35	AQR Capital Management Greenwich, Connecticut	$186M	-$11.2M	4	0.22%	Reduced
36	Raymond James & Associates St Petersburg, Florida	$184M	-$5.84M	4	0.32%	Reduced
37	Wasatch Advisors Salt Lake City, Utah	$176M	+$29.7M	3	2.35%	Increased
38	UBS AM Chicago, Illinois	$166M	-$6.2M	4	0.14%	Reduced
39	American Century Companies Kansas City, Missouri	$166M	-$46.6M	3	0.19%	Reduced
40	LCS Levin Capital Strategies New York	$165M	+$15M	2	3.63%	Increased
41	D.E. Shaw & Co New York	$159M	+$66.4M	4	0.22%	Increased
42	Two Sigma Investments New York	$157M	+$86.9M	3	0.61%	Increased
43	Citadel Advisors Miami, Florida	$152M	+$35.8M	4	0.08%	Increased
44	TIAA CREF Investment Management New York	$152M	-$6.56M	6	0.12%	Reduced
45	EARNEST Partners Atlanta, Georgia	$151M	-$2.04M	4	1.64%	Reduced
46	OppenheimerFunds New York	$141M	+$3.4M	3	0.2%	Increased
47	AllianceBernstein Nashville, Tennessee	$141M	-$66.6M	6	0.1%	Reduced
48	New York State Common Retirement Fund Albany, New York	$136M	-$5.72M	5	0.2%	Reduced
49	SSM Sound Shore Management Greenwich, Connecticut	$133M	-$8.61M	1	2.74%	Reduced
50	Parametric Portfolio Associates Seattle, Washington	$127M	+$7.46M	5	0.13%	Increased