← 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 London, United Kingdom	$495M	+$43.6M	6	0.19%	Increased
27	Morgan Stanley New York	$475M	+$30.4M	7	0.07%	Increased
28	Goldman Sachs New York	$475M	-$47.6M	6	0.12%	Reduced
29	Neuberger Berman Group New York	$473M	+$206M	3	0.49%	Increased
30	Waddell & Reed Financial Overland Park, Kansas	$435M	-$14.7M	2	0.92%	Reduced
31	Raymond James & Associates St Petersburg, Florida	$425M	+$6.93M	5	0.47%	Increased
32	Capital International Investors Los Angeles, California	$416M	+$1.81M	1	0.11%	Increased
33	Wasatch Advisors Salt Lake City, Utah	$384M	-$63.2M	3	1.89%	Reduced
34	EARNEST Partners Atlanta, Georgia	$349M	-$101M	4	2.41%	Reduced
35	ClearBridge Investments New York	$338M	+$4.45M	3	0.26%	Increased
36	Fiduciary Management Inc Milwaukee, Wisconsin	$338M	-$22.9M	1	2.56%	Reduced
37	UBS AM Chicago, Illinois	$327M	+$21.9M	5	0.15%	Increased
38	Brown Advisory Baltimore, Maryland	$315M	+$7.98M	3	0.56%	Increased
39	Parametric Portfolio Associates Seattle, Washington	$313M	+$1.36M	6	0.2%	Increased
40	Lyrical Asset Management New York	$298M	+$2.85M	1	4.11%	Increased
41	Putnam Investments Boston, Massachusetts	$279M	-$49.2M	2	0.49%	Reduced
42	Swiss National Bank Zurich, Switzerland	$277M	+$19.3M	5	0.2%	Increased
43	Fred Alger Management New York	$274M	+$48.4M	3	0.71%	Increased
44	VOYA Investment Management Atlanta, Georgia	$264M	+$44.5M	5	0.53%	Increased
45	Macquarie Group Sydney, NSW 2000, Australia	$259M	-$3.05M	5	0.38%	Reduced
46	Amundi Asset Management US Boston, Massachusetts	$256M	+$23.3M	3	0.22%	Increased
47	Royal Bank of Canada Toronto, Ontario, Canada	$255M	+$14.4M	7	0.07%	Increased
48	IAM Iridian Asset Management Westport, Connecticut	$253M	-$10.6M	1	4.61%	Reduced
49	New York State Common Retirement Fund Albany, New York	$250M	-$25.4M	6	0.28%	Reduced
50	Epoch Investment Partners New York	$248M	-$4.32M	2	1.14%	Reduced