← 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	DZ Bank Frankfurt Am Main, Germany	$989M	-$155M	4	1.23%	Reduced
27	Raymond James & Associates St Petersburg, Florida	$967M	+$31.7M	5	0.72%	Increased
28	Coatue Management New York	$960M	+$43.2M	1	4.03%	Increased
29	Legal & General Group London, United Kingdom	$894M	+$14M	6	0.28%	Increased
30	Dimensional Fund Advisors Austin, Texas	$859M	-$103M	6	0.25%	Reduced
31	Charles Schwab San Francisco, California	$768M	+$12.3M	7	0.2%	Increased
32	Pictet Asset Management Carouge, Switzerland	$748M	-$4.77M	5	0.83%	Reduced
33	Victory Capital Management San Antonio, Texas	$748M	-$20.3M	6	0.79%	Reduced
34	Artisan Partners Milwaukee, Wisconsin	$682M	+$106M	2	1.05%	Increased
35	Brown Advisory Baltimore, Maryland	$658M	+$22.3M	3	0.92%	Increased
36	Boston Partners Boston, Massachusetts	$652M	-$139M	2	0.86%	Reduced
37	VOYA Investment Management Atlanta, Georgia	$602M	+$205M	6	0.62%	Increased
38	Amundi Paris, France	$575M	-$122M	4	0.26%	Reduced
39	Barclays London, United Kingdom	$552M	+$151M	6	0.2%	Increased
40	UBS Group Zurich, Switzerland	$541M	+$97.8M	9	0.16%	Increased
41	UBS AM Chicago, Illinois	$533M	+$17.3M	5	0.21%	Increased
42	TD Asset Management Toronto, Ontario, Canada	$502M	+$14.1M	3	0.49%	Increased
43	Macquarie Group Sydney, NSW 2000, Australia	$481M	-$53.1M	4	0.56%	Reduced
44	Royal Bank of Canada Toronto, Ontario, Canada	$454M	+$29.2M	8	0.11%	Increased
45	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$453M	-$9.63M	3	0.33%	Reduced
46	Baillie Gifford & Co Edinburgh, United Kingdom	$437M	-$18.5M	1	0.35%	Reduced
47	EARNEST Partners Atlanta, Georgia	$437M	+$14.9M	3	2.18%	Increased
48	Swiss National Bank Zurich, Switzerland	$426M	-$12.5M	5	0.31%	Reduced
49	Raymond James Financial Services Advisors St. Petersburg, Florida	$408M	+$2.32M	5	0.66%	Increased
50	Citadel Advisors Miami, Florida	$407M	+$78.6M	8	0.08%	Increased