← 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
Legal & General Group
Legal & General Group
United Kingdom
$324M -$14.1M 5 0.16% Reduced
27
Morgan Stanley
Morgan Stanley
New York
$318M +$16.3M 6 0.07% Increased
28
Wasatch Advisors
Wasatch Advisors
Utah
$304M -$24.9M 3 2.2% Reduced
29
EARNEST Partners
EARNEST Partners
Georgia
$299M -$29.2M 4 2.83% Reduced
30
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$298M -$20.7M 5 0.04% Reduced
31
Janus Henderson Group
Janus Henderson Group
$296M +$28.9M 4 0.17% Increased
32
Raymond James & Associates
Raymond James & Associates
Florida
$279M +$4.68M 4 0.37% Increased
33
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$277M -$27.4M 1 2.32% Reduced
34
Nordea Investment Management
Nordea Investment Management
Sweden
$242M +$114M 2 0.25% Increased
35
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$225M -$14.2M 6 0.17% Reduced
36
ClearBridge Investments
ClearBridge Investments
New York
$223M -$22.8M 4 0.2% Reduced
37
UBS AM
UBS AM
Illinois
$208M -$19M 4 0.13% Reduced
38
Putnam Investments
Putnam Investments
Massachusetts
$197M +$11M 1 0.42% Increased
39
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$196M -$15.8M 6 0.25% Reduced
40
Epoch Investment Partners
Epoch Investment Partners
New York
$188M +$21M 2 0.97% Increased
41
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$188M +$67.6M 1 1.5% Increased
42
Swiss National Bank
Swiss National Bank
Switzerland
$183M -$2.19M 4 0.15% Reduced
43
GQG Partners
GQG Partners
Florida
$181M +$25.1M 1 0.8% Increased
44
Pzena Investment Management
Pzena Investment Management
New York
$180M +$44.3M 1 1.18% Increased
45
Capital International Investors
Capital International Investors
California
$179M +$151M 1 0.06% Increased
46
Brown Advisory
Brown Advisory
Maryland
$177M +$13.1M 3 0.41% Increased
47
Lyrical Asset Management
Lyrical Asset Management
New York
$170M -$968K 1 3.35% Reduced
48
Neuberger Berman Group
Neuberger Berman Group
New York
$161M -$6.34M 2 0.2% Reduced
49
Macquarie Group
Macquarie Group
Australia
$161M +$4.57M 4 0.28% Increased
50
IAM
Iridian Asset Management
Connecticut
$160M -$31.9M 1 3.54% Reduced