← 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	$726M	+$32.7M	7	0.15%	Increased
27	DZ Bank Frankfurt Am Main, Germany	$668M	-$392M	2	0.96%	Reduced
28	Legal & General Group London, United Kingdom	$666M	+$18.4M	6	0.2%	Increased
29	Neuberger Berman Group New York	$634M	-$890K	3	0.54%	Reduced
30	Macquarie Group Sydney, NSW 2000, Australia	$608M	-$52.9M	5	0.46%	Reduced
31	Raymond James & Associates St Petersburg, Florida	$551M	+$12.2M	6	0.46%	Increased
32	Brown Advisory Baltimore, Maryland	$509M	+$12M	2	0.76%	Increased
33	Charles Schwab San Francisco, California	$471M	+$13.3M	6	0.14%	Increased
34	Janus Henderson Group London,	$457M	+$7.97M	5	0.22%	Increased
35	Parametric Portfolio Associates Seattle, Washington	$443M	+$24.1M	6	0.23%	Increased
36	Amundi Paris, France	$438M	+$84.6M	3	0.3%	Increased
37	Bessemer Group Woodbridge, New Jersey	$390M	+$5.6M	4	0.82%	Increased
38	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$389M	+$88.3M	5	0.44%	Increased
39	Swiss National Bank Zurich, Switzerland	$387M	+$45.4M	5	0.22%	Increased
40	Artisan Partners Milwaukee, Wisconsin	$383M	+$66.6M	1	0.51%	Increased
41	Fred Alger Management New York	$379M	-$133M	3	1.21%	Reduced
42	Whale Rock Capital Management Boston, Massachusetts	$369M	+$331M	1	4.57%	New
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$364M	+$310M	3	0.24%	Increased
44	UBS AM Chicago, Illinois	$358M	-$28.7M	5	0.15%	Reduced
45	EARNEST Partners Atlanta, Georgia	$354M	-$6.9M	4	2.09%	Reduced
46	TD Asset Management Toronto, Ontario, Canada	$320M	-$6.32M	2	0.29%	Reduced
47	Royal Bank of Canada Toronto, Ontario, Canada	$313M	-$19.3M	8	0.08%	Reduced
48	Putnam Investments Boston, Massachusetts	$309M	+$12.6M	3	0.47%	Increased
49	VOYA Investment Management Atlanta, Georgia	$303M	-$5.18M	5	0.63%	Reduced
50	Allspring Global Investments Charlotte, North Carolina	$299M	-$34.7M	5	0.38%	Reduced