← 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	Wells Fargo San Francisco, California	$589M	-$25M	8	0.19%	Reduced
27	DZ Bank Frankfurt Am Main, Germany	$563M	+$99.4M	3	1.03%	Increased
28	Amundi Paris, France	$552M	+$104M	5	0.33%	Increased
29	Legal & General Group London, United Kingdom	$531M	-$55.4M	7	0.21%	Reduced
30	Raymond James & Associates St Petersburg, Florida	$496M	+$8.49M	5	0.5%	Increased
31	Janus Henderson Group London,	$465M	+$17.5M	3	0.35%	Increased
32	Neuberger Berman Group New York	$451M	-$31.9M	3	0.47%	Reduced
33	Brown Advisory Baltimore, Maryland	$426M	+$99.9M	3	0.83%	Increased
34	Charles Schwab San Francisco, California	$414M	+$14M	8	0.15%	Increased
35	Macquarie Group Sydney, NSW 2000, Australia	$403M	-$59.6M	5	0.49%	Reduced
36	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$370M	+$6.99M	5	0.55%	Increased
37	Citadel Advisors Miami, Florida	$355M	+$75.7M	7	0.08%	Increased
38	Bessemer Group Woodbridge, New Jersey	$343M	-$1.08M	4	0.9%	Reduced
39	Swiss National Bank Zurich, Switzerland	$328M	-$83.7K	5	0.23%	Reduced
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$325M	+$1.29M	3	0.27%	Increased
41	UBS AM Chicago, Illinois	$313M	+$14.8M	5	0.18%	Increased
42	VOYA Investment Management Atlanta, Georgia	$312M	+$86.8M	6	0.37%	Increased
43	Balyasny Asset Management Chicago, Illinois	$305M	+$129M	5	0.94%	Increased
44	Millennium Management New York	$285M	+$125M	7	0.17%	Increased
45	JP Morgan Private Wealth Advisors San Francisco, California	$281M	+$21.2M	3	0.73%	Increased
46	TD Asset Management Toronto, Ontario, Canada	$278M	+$12.7M	3	0.35%	Increased
47	Artisan Partners Milwaukee, Wisconsin	$272M	-$11.2M	1	0.48%	Reduced
48	Royal Bank of Canada Toronto, Ontario, Canada	$266M	-$5.65M	8	0.08%	Reduced
49	EARNEST Partners Atlanta, Georgia	$248M	-$64.5M	4	1.66%	Reduced
50	Fred Alger Management New York	$224M	-$51.7M	3	1.14%	Reduced