← 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
Wells Fargo
California
$864M -$21.9M 9 0.24% Reduced
27
Victory Capital Management
Victory Capital Management
Texas
$808M +$952K 6 0.89% Increased
28
Raymond James & Associates
Raymond James & Associates
Florida
$775M -$7.84M 5 0.64% Reduced
29
Legal & General Group
Legal & General Group
United Kingdom
$774M +$33.2M 6 0.25% Increased
30
Janus Henderson Group
Janus Henderson Group
$736M -$21.9M 5 0.46% Reduced
31
Amundi
Amundi
France
$642M -$44.6M 4 0.32% Reduced
32
Charles Schwab
Charles Schwab
California
$634M -$1.08M 6 0.18% Reduced
33
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$564M -$88.1M 5 0.67% Reduced
34
Brown Advisory
Brown Advisory
Maryland
$553M -$7.83M 3 0.86% Reduced
35
Neuberger Berman Group
Neuberger Berman Group
New York
$551M -$34.3M 3 0.49% Reduced
36
Macquarie Group
Macquarie Group
Australia
$517M -$48.4M 3 0.59% Reduced
37
Artisan Partners
Artisan Partners
Wisconsin
$465M +$23M 1 0.75% Increased
38
TD Asset Management
TD Asset Management
Ontario, Canada
$458M +$9.08M 4 0.52% Increased
39
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$436M +$3.11M 8 0.11% Increased
40
Swiss National Bank
Swiss National Bank
Switzerland
$415M -$31.5M 5 0.28% Reduced
41
EARNEST Partners
EARNEST Partners
Georgia
$411M +$42.8M 4 2.3% Increased
42
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$399M -$37.8M 3 0.31% Reduced
43
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$392M -$5.81M 1 0.33% Reduced
44
UBS AM
UBS AM
Illinois
$384M $0 5 0.19% Maintained
45
Bessemer Group
Bessemer Group
New Jersey
$370M -$19.9M 4 0.79% Reduced
46
UBS Group
UBS Group
Switzerland
$368M -$2.59M 9 0.12% Reduced
47
VOYA Investment Management
VOYA Investment Management
Georgia
$358M -$45.9M 6 0.37% Reduced
48
Coatue Management
Coatue Management
New York
$358M +$313M 1 1.75% New
49
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$344M +$3.77M 5 0.61% Increased
50
Stifel Financial
Stifel Financial
Missouri
$325M -$9.82M 4 0.44% Reduced