← 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	Morgan Stanley New York	$326M	-$48.5M	6	0.09%	Reduced
27	Legal & General Group London, United Kingdom	$308M	-$1.44M	5	0.16%	Reduced
28	Janus Henderson Group London,	$290M	-$45.7M	4	0.16%	Reduced
29	Goldman Sachs New York	$287M	+$5.4M	6	0.08%	Increased
30	AllianceBernstein Nashville, Tennessee	$270M	+$81.2M	5	0.17%	Increased
31	Raymond James & Associates St Petersburg, Florida	$270M	+$9.68M	5	0.38%	Increased
32	Allianz Asset Management Munich, Germany	$250M	-$301K	4	0.25%	Reduced
33	UBS AM Chicago, Illinois	$230M	+$9.14M	5	0.16%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$228M	-$112M	5	0.16%	Reduced
35	T. Rowe Price Associates Baltimore, Maryland	$226M	+$14.2M	4	0.03%	Increased
36	Royal Bank of Canada Toronto, Ontario, Canada	$223M	-$133M	6	0.09%	Reduced
37	EARNEST Partners Atlanta, Georgia	$216M	+$4M	4	1.95%	Increased
38	Waddell & Reed Financial Overland Park, Kansas	$211M	-$2.04M	2	0.55%	Reduced
39	Wasatch Advisors Salt Lake City, Utah	$206M	+$11.5M	3	1.96%	Increased
40	Glenview Capital Management New York	$202M	+$114K	1	2.13%	Increased
41	IAM Iridian Asset Management Westport, Connecticut	$198M	+$26.2M	1	3.1%	Increased
42	Parametric Portfolio Associates Seattle, Washington	$195M	+$17.7M	5	0.16%	Increased
43	Epoch Investment Partners New York	$184M	-$13.2M	1	0.84%	Reduced
44	American Century Companies Kansas City, Missouri	$182M	-$17.6M	3	0.18%	Reduced
45	D.E. Shaw & Co New York	$181M	-$56.1M	3	0.22%	Reduced
46	New York State Common Retirement Fund Albany, New York	$180M	+$1.39M	5	0.23%	Increased
47	Lyrical Asset Management New York	$177M	-$8.25M	1	2.67%	Reduced
48	Citadel Advisors Miami, Florida	$177M	-$11.7M	5	0.08%	Reduced
49	ClearBridge Investments New York	$164M	-$4.11M	3	0.14%	Reduced
50	Swiss National Bank Zurich, Switzerland	$151M	+$1.59M	5	0.16%	Increased