← 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	$675M	-$12.9M	7	0.17%	Reduced
27	Janus Henderson Group London,	$590M	-$7.36M	5	0.42%	Reduced
28	Raymond James & Associates St Petersburg, Florida	$589M	+$9.53M	5	0.54%	Increased
29	Amundi Paris, France	$566M	-$49.6M	5	0.31%	Reduced
30	Legal & General Group London, United Kingdom	$566M	-$29.5M	7	0.22%	Reduced
31	Millennium Management New York	$534M	+$221M	7	0.3%	Increased
32	Neuberger Berman Group New York	$517M	+$25.8M	3	0.51%	Increased
33	Charles Schwab San Francisco, California	$476M	+$10.6M	7	0.15%	Increased
34	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$476M	+$40.3M	5	0.69%	Increased
35	Macquarie Group Sydney, NSW 2000, Australia	$446M	+$5.61M	3	0.53%	Increased
36	VOYA Investment Management Atlanta, Georgia	$386M	+$28.6M	6	0.45%	Increased
37	Brown Advisory Baltimore, Maryland	$380M	-$35.9M	2	0.71%	Reduced
38	Swiss National Bank Zurich, Switzerland	$352M	-$20.4M	5	0.25%	Reduced
39	JP Morgan Private Wealth Advisors San Francisco, California	$337M	+$6.25M	3	0.75%	Increased
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$331M	-$40.7M	3	0.26%	Reduced
41	TD Asset Management Toronto, Ontario, Canada	$330M	+$16.6M	3	0.41%	Increased
42	UBS AM Chicago, Illinois	$326M	-$30M	4	0.17%	Reduced
43	Bessemer Group Woodbridge, New Jersey	$308M	-$93.4M	4	0.75%	Reduced
44	Artisan Partners Milwaukee, Wisconsin	$305M	+$41.7M	1	0.54%	Increased
45	Royal Bank of Canada Toronto, Ontario, Canada	$305M	-$498K	9	0.09%	Reduced
46	Citadel Advisors Miami, Florida	$285M	-$117M	9	0.07%	Reduced
47	Stifel Financial St. Louis, Missouri	$261M	+$5.27M	4	0.39%	Increased
48	EARNEST Partners Atlanta, Georgia	$258M	-$13.3M	4	1.58%	Reduced
49	UBS Group Zurich, Switzerland	$256M	+$63.5M	9	0.1%	Increased
50	Raymond James Financial Services Advisors St. Petersburg, Florida	$253M	+$6.29M	5	0.51%	Increased