← 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	$610M	-$3.96M	6	0.2%	Reduced
27	Janus Henderson Group London,	$582M	+$42.4M	3	0.25%	Increased
28	Goldman Sachs New York	$567M	-$28.6M	6	0.13%	Reduced
29	Raymond James & Associates St Petersburg, Florida	$526M	+$29.6M	5	0.48%	Increased
30	Charles Schwab San Francisco, California	$464M	+$5.92M	6	0.15%	Increased
31	ClearBridge Investments New York	$452M	+$104M	3	0.31%	Increased
32	Capital International Investors Los Angeles, California	$448M	+$57.9M	2	0.1%	Increased
33	EARNEST Partners Atlanta, Georgia	$418M	+$38.9M	4	2.46%	Increased
34	Wasatch Advisors Salt Lake City, Utah	$406M	-$4.82M	3	1.65%	Reduced
35	Parametric Portfolio Associates Seattle, Washington	$390M	+$9.9M	6	0.22%	Increased
36	DZ Bank Frankfurt Am Main, Germany	$387M	+$365M	2	0.61%	Increased
37	Brown Advisory Baltimore, Maryland	$373M	+$43.5M	2	0.56%	Increased
38	Bessemer Group Woodbridge, New Jersey	$365M	+$261M	3	0.79%	Increased
39	Amundi Paris, France	$362M	+$353M	3	0.25%	New
40	Royal Bank of Canada Toronto, Ontario, Canada	$357M	+$1.52M	7	0.1%	Increased
41	Swiss National Bank Zurich, Switzerland	$342M	+$16M	5	0.21%	Increased
42	UBS AM Chicago, Illinois	$339M	-$40.8M	5	0.14%	Reduced
43	VOYA Investment Management Atlanta, Georgia	$335M	-$85M	5	0.65%	Reduced
44	T. Rowe Price Associates Baltimore, Maryland	$315M	-$181M	5	0.03%	Reduced
45	Fred Alger Management New York	$297M	-$127M	3	0.7%	Reduced
46	Putnam Investments Boston, Massachusetts	$296M	-$1.32M	1	0.46%	Reduced
47	Deutsche Bank Frankfurt Am Main Ge, Germany	$280M	+$16.3M	6	0.14%	Increased
48	New York State Common Retirement Fund Albany, New York	$279M	+$5.64M	6	0.29%	Increased
49	TD Asset Management Toronto, Ontario, Canada	$274M	+$116M	2	0.28%	Increased
50	Lyrical Asset Management New York	$267M	-$25.7M	1	3.24%	Reduced