← 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	Victory Capital Management San Antonio, Texas	$556M	-$57.9M	6	0.63%	Reduced
27	Goldman Sachs New York	$540M	-$61.4M	7	0.13%	Reduced
28	Neuberger Berman Group New York	$474M	-$49.8M	3	0.48%	Reduced
29	Raymond James & Associates St Petersburg, Florida	$464M	+$8.44M	5	0.45%	Increased
30	Macquarie Group Sydney, NSW 2000, Australia	$449M	-$35.3M	5	0.5%	Reduced
31	DZ Bank Frankfurt Am Main, Germany	$442M	-$125M	2	0.8%	Reduced
32	Amundi Paris, France	$396M	+$22.7M	5	0.32%	Increased
33	Janus Henderson Group London,	$390M	+$37.7M	5	0.27%	Increased
34	Charles Schwab San Francisco, California	$390M	+$5.91M	7	0.14%	Increased
35	Brown Advisory Baltimore, Maryland	$363M	-$43.4M	2	0.68%	Reduced
36	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$344M	+$24.5M	4	0.48%	Increased
37	Bessemer Group Woodbridge, New Jersey	$325M	+$2.04M	4	0.81%	Increased
38	Swiss National Bank Zurich, Switzerland	$317M	+$1.05M	5	0.21%	Increased
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$311M	+$12.8M	3	0.24%	Increased
40	Artisan Partners Milwaukee, Wisconsin	$297M	-$6.8M	1	0.5%	Reduced
41	EARNEST Partners Atlanta, Georgia	$295M	+$9.45M	4	1.97%	Increased
42	UBS AM Chicago, Illinois	$288M	-$4.91M	5	0.15%	Reduced
43	Whale Rock Capital Management Boston, Massachusetts	$280M	-$12.9M	1	8.32%	Reduced
44	Citadel Advisors Miami, Florida	$274M	+$90.6M	7	0.07%	Increased
45	Fred Alger Management New York	$266M	-$47.1M	3	1.24%	Reduced
46	Royal Bank of Canada Toronto, Ontario, Canada	$261M	+$4.5M	8	0.08%	Increased
47	TD Asset Management Toronto, Ontario, Canada	$257M	-$6.4M	3	0.3%	Reduced
48	Putnam Investments Boston, Massachusetts	$254M	-$1.19M	3	0.46%	Reduced
49	JP Morgan Private Wealth Advisors San Francisco, California	$246M	+$26.4M	3	0.63%	Increased
50	American Century Companies Kansas City, Missouri	$240M	+$41.2M	4	0.2%	Increased