← 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	$263M	-$69.2M	6	0.07%	Reduced
27	Goldman Sachs New York	$258M	-$165M	5	0.09%	Reduced
28	Waddell & Reed Financial Overland Park, Kansas	$252M	+$22M	2	0.82%	Increased
29	Raymond James & Associates St Petersburg, Florida	$242M	-$16.1M	4	0.38%	Reduced
30	T. Rowe Price Associates Baltimore, Maryland	$241M	+$10.8M	5	0.04%	Increased
31	EARNEST Partners Atlanta, Georgia	$240M	+$10M	4	2.71%	Increased
32	LSV Asset Management Chicago, Illinois	$239M	-$123M	1	0.58%	Reduced
33	Wasatch Advisors Salt Lake City, Utah	$236M	+$21.7M	3	2.46%	Increased
34	Citadel Advisors Miami, Florida	$232M	-$258M	6	0.1%	Reduced
35	AQR Capital Management Greenwich, Connecticut	$217M	-$148M	4	0.37%	Reduced
36	Janus Henderson Group London,	$217M	-$36.6M	4	0.15%	Reduced
37	Parametric Portfolio Associates Seattle, Washington	$206M	+$24.7M	5	0.19%	Increased
38	UBS AM Chicago, Illinois	$196M	+$7.57M	5	0.14%	Increased
39	ClearBridge Investments New York	$178M	+$4.25M	4	0.19%	Increased
40	New York State Common Retirement Fund Albany, New York	$171M	-$3.28M	5	0.26%	Reduced
41	Putnam Investments Boston, Massachusetts	$164M	+$38.8M	1	0.43%	Increased
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$159M	-$41.2M	5	0.14%	Reduced
43	IAM Iridian Asset Management Westport, Connecticut	$159M	+$4.92M	1	3.84%	Increased
44	Swiss National Bank Zurich, Switzerland	$158M	+$30M	5	0.17%	Increased
45	Neuberger Berman Group New York	$143M	+$249K	2	0.22%	Increased
46	Epoch Investment Partners New York	$142M	+$3.99M	3	0.86%	Increased
47	Lyrical Asset Management New York	$140M	-$13.5M	1	3.43%	Reduced
48	Holocene Advisors New York	$135M	+$157M	1	1.45%	Increased
49	UBS Group Zurich, Switzerland	$130M	-$33.2M	7	0.06%	Reduced
50	Royal Bank of Canada Toronto, Ontario, Canada	$128M	-$107M	6	0.06%	Reduced