← 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	$767M	+$70.2M	7	0.15%	Increased
27	Victory Capital Management San Antonio, Texas	$756M	+$42.6M	6	0.7%	Increased
28	Legal & General Group London, United Kingdom	$711M	-$13.6M	6	0.22%	Reduced
29	Neuberger Berman Group New York	$685M	-$67M	2	0.54%	Reduced
30	Macquarie Group Sydney, NSW 2000, Australia	$678M	-$83.9M	5	0.57%	Reduced
31	Raymond James & Associates St Petersburg, Florida	$608M	-$2.64M	6	0.49%	Reduced
32	Fred Alger Management New York	$560M	+$116M	3	1.4%	Increased
33	Brown Advisory Baltimore, Maryland	$504M	+$43.5M	2	0.63%	Increased
34	Charles Schwab San Francisco, California	$501M	+$12.6M	6	0.15%	Increased
35	Parametric Portfolio Associates Seattle, Washington	$463M	+$25.9M	6	0.24%	Increased
36	Janus Henderson Group London,	$447M	-$152M	5	0.19%	Reduced
37	Bessemer Group Woodbridge, New Jersey	$437M	+$6.23M	4	0.88%	Increased
38	UBS AM Chicago, Illinois	$425M	-$23.7M	5	0.16%	Reduced
39	Amundi Paris, France	$413M	-$23.7M	3	0.26%	Reduced
40	Swiss National Bank Zurich, Switzerland	$375M	-$13.4M	5	0.23%	Reduced
41	EARNEST Partners Atlanta, Georgia	$371M	-$7.64M	4	2.14%	Reduced
42	Royal Bank of Canada Toronto, Ontario, Canada	$370M	-$17.9M	8	0.08%	Reduced
43	TD Asset Management Toronto, Ontario, Canada	$363M	+$52.3M	2	0.3%	Increased
44	Allspring Global Investments Charlotte, North Carolina	$345M	+$357M	5	0.38%	New
45	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$343M	+$249M	5	0.34%	Increased
46	VOYA Investment Management Atlanta, Georgia	$339M	-$86.8M	5	0.65%	Reduced
47	Putnam Investments Boston, Massachusetts	$336M	-$7.89M	1	0.48%	Reduced
48	Holocene Advisors New York	$333M	+$48M	2	1.73%	Increased
49	Citadel Advisors Miami, Florida	$321M	+$260M	7	0.07%	Increased
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$317M	+$21.6M	6	0.14%	Increased