← 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	$397M	+$21.7M	6	0.09%	Increased
27	Charles Schwab San Francisco, California	$397M	-$5.76M	6	0.21%	Reduced
28	AllianceBernstein Nashville, Tennessee	$374M	+$57.9M	5	0.21%	Increased
29	Janus Henderson Group London,	$368M	+$22.1M	4	0.19%	Increased
30	Legal & General Group London, United Kingdom	$361M	+$6.48M	5	0.17%	Increased
31	Raymond James & Associates St Petersburg, Florida	$311M	+$3.96M	5	0.4%	Increased
32	EARNEST Partners Atlanta, Georgia	$280M	+$22.4M	4	2.2%	Increased
33	T. Rowe Price Associates Baltimore, Maryland	$268M	+$6.23M	5	0.03%	Increased
34	Royal Bank of Canada Toronto, Ontario, Canada	$265M	+$9.71M	6	0.1%	Increased
35	Glenview Capital Management New York	$257M	+$11.4M	1	2.25%	Increased
36	Waddell & Reed Financial Overland Park, Kansas	$255M	+$13.5M	2	0.63%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$242M	-$18.2M	5	0.16%	Reduced
38	UBS AM Chicago, Illinois	$234M	-$26.6M	5	0.14%	Reduced
39	IAM Iridian Asset Management Westport, Connecticut	$234M	-$4.09M	1	3.83%	Reduced
40	Wasatch Advisors Salt Lake City, Utah	$234M	-$424K	3	1.92%	Reduced
41	Parametric Portfolio Associates Seattle, Washington	$227M	+$2.68M	5	0.17%	Increased
42	Lyrical Asset Management New York	$225M	+$10.5M	1	3.07%	Increased
43	New York State Common Retirement Fund Albany, New York	$211M	+$2.12M	5	0.25%	Increased
44	Cooke & Bieler Philadelphia, Pennsylvania	$205M	+$63.8M	1	2.2%	Increased
45	Fiduciary Management Inc Milwaukee, Wisconsin	$198M	+$185M	1	1.23%	New
46	D.E. Shaw & Co New York	$196M	-$19.1M	4	0.22%	Reduced
47	ClearBridge Investments New York	$195M	+$3.36M	3	0.16%	Increased
48	Allianz Asset Management Munich, Germany	$194M	-$85.5M	4	0.18%	Reduced
49	UBS Group Zurich, Switzerland	$194M	+$27.6M	6	0.07%	Increased
50	American Century Companies Kansas City, Missouri	$177M	-$29.5M	4	0.17%	Reduced