← 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
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$858M -$80.3M 6 0.28% Reduced
27
Raymond James & Associates
Raymond James & Associates
Florida
$819M +$6.53M 5 0.69% Increased
28
Coatue Management
Coatue Management
New York
$808M +$434M 1 4.1% Increased
29
Legal & General Group
Legal & General Group
United Kingdom
$749M -$21.3M 6 0.26% Reduced
30
Boston Partners
Boston Partners
Massachusetts
$710M -$225M 3 0.98% Reduced
31
Victory Capital Management
Victory Capital Management
Texas
$680M -$106M 6 0.78% Reduced
32
Pictet Asset Management
Pictet Asset Management
Switzerland
$643M +$661M 5 0.79% New
33
Charles Schwab
Charles Schwab
California
$643M +$10.4M 7 0.18% Increased
34
Amundi
Amundi
France
$621M -$37.2M 4 0.31% Reduced
35
Brown Advisory
Brown Advisory
Maryland
$463M -$12.2M 3 0.76% Reduced
36
Neuberger Berman Group
Neuberger Berman Group
New York
$462M -$84.3M 3 0.42% Reduced
37
UBS AM
UBS AM
Illinois
$437M -$7.3M 5 0.2% Reduced
38
Macquarie Group
Macquarie Group
Australia
$436M -$35.6M 4 0.55% Reduced
39
Artisan Partners
Artisan Partners
Wisconsin
$430M +$28.9M 2 0.73% Increased
40
TD Asset Management
TD Asset Management
Ontario, Canada
$424M -$46.4M 4 0.51% Reduced
41
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$405M -$10.3M 1 0.37% Reduced
42
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$401M -$9.76M 3 0.33% Reduced
43
Bessemer Group
Bessemer Group
New Jersey
$392M -$63.5K 4 0.86% Reduced
44
EARNEST Partners
EARNEST Partners
Georgia
$390M +$13.1M 4 2.25% Increased
45
Swiss National Bank
Swiss National Bank
Switzerland
$376M -$42.4M 5 0.3% Reduced
46
UBS Group
UBS Group
Switzerland
$371M -$6.97M 9 0.13% Reduced
47
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$370M +$344M 3 1.06% Increased
48
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$361M -$87.1M 8 0.1% Reduced
49
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$357M -$6.04M 5 0.65% Reduced
50
Stifel Financial
Stifel Financial
Missouri
$337M -$4.56M 4 0.47% Reduced