← 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	$761M	-$13M	9	0.22%	Reduced
27	Victory Capital Management San Antonio, Texas	$689M	-$146M	6	0.77%	Reduced
28	Raymond James & Associates St Petersburg, Florida	$670M	+$19M	5	0.58%	Increased
29	Legal & General Group London, United Kingdom	$647M	-$122K	7	0.23%	Reduced
30	Janus Henderson Group London,	$635M	+$1.04M	5	0.42%	Increased
31	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$567M	+$44.3M	5	0.71%	Increased
32	Charles Schwab San Francisco, California	$556M	+$6.51M	7	0.17%	Increased
33	Amundi Paris, France	$554M	-$2.51M	4	0.3%	Reduced
34	Brown Advisory Baltimore, Maryland	$520M	-$14.9M	3	0.88%	Reduced
35	Neuberger Berman Group New York	$518M	-$102M	4	0.48%	Reduced
36	Macquarie Group Sydney, NSW 2000, Australia	$509M	-$46.8M	3	0.6%	Reduced
37	Artisan Partners Milwaukee, Wisconsin	$407M	-$23.6M	1	0.67%	Reduced
38	JP Morgan Private Wealth Advisors San Francisco, California	$401M	+$31.9M	3	0.85%	Increased
39	Swiss National Bank Zurich, Switzerland	$392M	-$12.4M	5	0.27%	Reduced
40	TD Asset Management Toronto, Ontario, Canada	$388M	+$6.36M	3	0.47%	Increased
41	UBS AM Chicago, Illinois	$384M	+$8.52M	5	0.19%	Increased
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$382M	+$4.68M	3	0.28%	Increased
43	Royal Bank of Canada Toronto, Ontario, Canada	$373M	+$27.2M	8	0.11%	Increased
44	VOYA Investment Management Atlanta, Georgia	$359M	-$90.3M	6	0.38%	Reduced
45	Baillie Gifford & Co Edinburgh, United Kingdom	$339M	+$88M	2	0.31%	Increased
46	Bahl & Gaynor Cincinnati, Ohio	$337M	+$94.9M	2	1.81%	Increased
47	Bessemer Group Woodbridge, New Jersey	$335M	-$1.6M	4	0.8%	Reduced
48	Eagle Asset Management St Petersburg, Florida	$326M	+$35.8M	2	1.91%	Increased
49	UBS Group Zurich, Switzerland	$320M	+$30.4M	9	0.12%	Increased
50	EARNEST Partners Atlanta, Georgia	$319M	+$9.02M	4	1.85%	Increased