← 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
$366M -$8.68M 5 0.16% Reduced
27
Janus Henderson Group
Janus Henderson Group
$365M +$37.7M 3 0.19% Increased
28
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$353M -$26.7M 2 0.85% Reduced
29
Raymond James & Associates
Raymond James & Associates
Florida
$352M +$25.2M 5 0.44% Increased
30
Wasatch Advisors
Wasatch Advisors
Utah
$349M -$7.31M 3 2.22% Reduced
31
Morgan Stanley
Morgan Stanley
New York
$348M -$17.3M 7 0.07% Reduced
32
EARNEST Partners
EARNEST Partners
Georgia
$332M +$1.97M 4 2.86% Increased
33
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$307M -$14.8M 1 2.53% Reduced
34
Putnam Investments
Putnam Investments
Massachusetts
$277M +$44.9M 2 0.55% Increased
35
Capital International Investors
Capital International Investors
California
$256M +$60.1M 1 0.08% Increased
36
ClearBridge Investments
ClearBridge Investments
New York
$255M -$3.4M 3 0.22% Reduced
37
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$254M -$5.19M 6 0.18% Reduced
38
UBS AM
UBS AM
Illinois
$244M +$2.54M 4 0.13% Increased
39
Brown Advisory
Brown Advisory
Maryland
$234M +$24.2M 3 0.48% Increased
40
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$230M +$7.62M 1 1.52% Increased
41
GQG Partners
GQG Partners
Florida
$226M +$11.4M 1 0.77% Increased
42
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$214M -$8.7M 6 0.26% Reduced
43
Epoch Investment Partners
Epoch Investment Partners
New York
$210M -$9.12M 2 1.05% Reduced
44
Swiss National Bank
Swiss National Bank
Switzerland
$204M -$7.17M 4 0.16% Reduced
45
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$199M +$16.5M 6 0.07% Increased
46
Pzena Investment Management
Pzena Investment Management
New York
$197M +$756K 1 1.23% Increased
47
Neuberger Berman Group
Neuberger Berman Group
New York
$195M +$6.63M 2 0.23% Increased
48
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$194M +$10.5M 3 0.2% Increased
49
American Century Companies
American Century Companies
Missouri
$191M +$42.8M 5 0.17% Increased
50
Lyrical Asset Management
Lyrical Asset Management
New York
$182M -$2.23M 1 3.31% Reduced