← 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	Goldman Sachs New York	$569M	+$43.5M	6	0.14%	Increased
27	Janus Henderson Group London,	$540M	-$24.9M	3	0.25%	Reduced
28	T. Rowe Price Associates Baltimore, Maryland	$481M	-$345M	5	0.05%	Reduced
29	Raymond James & Associates St Petersburg, Florida	$463M	-$19.5M	5	0.47%	Reduced
30	Charles Schwab San Francisco, California	$445M	-$479M	6	0.16%	Reduced
31	Waddell & Reed Financial Overland Park, Kansas	$423M	-$14.2M	2	0.87%	Reduced
32	Fred Alger Management New York	$408M	+$137M	3	1.07%	Increased
33	VOYA Investment Management Atlanta, Georgia	$400M	+$117M	5	0.81%	Increased
34	Capital International Investors Los Angeles, California	$396M	-$27.4M	1	0.1%	Reduced
35	Wasatch Advisors Salt Lake City, Utah	$394M	+$19.7M	3	1.77%	Increased
36	Amundi Asset Management US Boston, Massachusetts	$393M	+$96M	3	0.3%	Increased
37	EARNEST Partners Atlanta, Georgia	$363M	+$5.59M	4	2.17%	Increased
38	UBS AM Chicago, Illinois	$361M	+$123K	5	0.16%	Increased
39	Parametric Portfolio Associates Seattle, Washington	$357M	+$6.72M	6	0.2%	Increased
40	Fiduciary Management Inc Milwaukee, Wisconsin	$342M	-$43.4M	1	2.57%	Reduced
41	Millennium Management New York	$338M	+$161M	5	0.24%	Increased
42	Royal Bank of Canada Toronto, Ontario, Canada	$334M	+$46.8M	6	0.1%	Increased
43	ClearBridge Investments New York	$328M	-$11.4M	3	0.24%	Reduced
44	Brown Advisory Baltimore, Maryland	$325M	+$20M	4	0.56%	Increased
45	Swiss National Bank Zurich, Switzerland	$310M	+$4.59M	5	0.21%	Increased
46	Lyrical Asset Management New York	$300M	-$3.34M	1	3.52%	Reduced
47	Putnam Investments Boston, Massachusetts	$278M	-$37.7M	1	0.46%	Reduced
48	Macquarie Group Sydney, NSW 2000, Australia	$270M	+$7.95M	5	0.38%	Increased
49	New York State Common Retirement Fund Albany, New York	$261M	-$7.69M	6	0.29%	Reduced
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$251M	+$32.8M	6	0.14%	Increased