← 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
Neuberger Berman Group
Neuberger Berman Group
New York
$708M -$171M 3 0.62% Reduced
27
Victory Capital Management
Victory Capital Management
Texas
$673M +$47.4M 6 0.66% Increased
28
Legal & General Group
Legal & General Group
United Kingdom
$654M +$17.1M 6 0.21% Increased
29
Goldman Sachs
Goldman Sachs
New York
$623M +$38M 6 0.13% Increased
30
Janus Henderson Group
Janus Henderson Group
$566M -$15.5M 5 0.25% Reduced
31
Raymond James & Associates
Raymond James & Associates
Florida
$533M -$1.82M 6 0.48% Reduced
32
Wasatch Advisors
Wasatch Advisors
Utah
$497M -$19.5M 3 2.02% Reduced
33
Brown Advisory
Brown Advisory
Maryland
$454M -$48.1M 2 0.67% Reduced
34
DZ Bank
DZ Bank
Germany
$448M +$63.1M 1 0.69% Increased
35
Charles Schwab
Charles Schwab
California
$444M -$39.3M 6 0.15% Reduced
36
Fred Alger Management
Fred Alger Management
New York
$407M +$50.3M 3 0.97% Increased
37
UBS AM
UBS AM
Illinois
$406M +$48.5M 5 0.17% Increased
38
Capital International Investors
Capital International Investors
California
$389M -$40.1M 2 0.09% Reduced
39
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$388M -$16.2M 6 0.22% Reduced
40
Amundi
Amundi
France
$387M +$21.9M 3 0.27% Increased
41
VOYA Investment Management
VOYA Investment Management
Georgia
$385M +$16.2M 5 0.77% Increased
42
Bessemer Group
Bessemer Group
New Jersey
$372M +$4.64M 3 0.79% Increased
43
EARNEST Partners
EARNEST Partners
Georgia
$368M -$68.8M 4 2.25% Reduced
44
Swiss National Bank
Swiss National Bank
Switzerland
$350M -$9.49M 5 0.22% Reduced
45
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$342M -$30.1M 7 0.09% Reduced
46
Putnam Investments
Putnam Investments
Massachusetts
$297M -$1.31M 1 0.46% Reduced
47
Allianz Asset Management
Allianz Asset Management
Germany
$296M +$55M 3 0.23% Increased
48
TD Asset Management
TD Asset Management
Ontario, Canada
$278M +$8.72M 2 0.29% Increased
49
Congress Asset Management
Congress Asset Management
Massachusetts
$275M +$93.3M 3 2.15% Increased
50
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$268M +$22.3M 3 0.75% Increased