← 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
Janus Henderson Group
Janus Henderson Group
$1.21B -$205M 5 0.66% Reduced
27
Legal & General Group
Legal & General Group
United Kingdom
$1.09B -$3.71M 7 0.32% Reduced
28
Capital World Investors
Capital World Investors
California
$998M +$667M 1 0.17% Increased
29
Boston Partners
Boston Partners
Massachusetts
$952M +$112M 2 1.13% Increased
30
Charles Schwab
Charles Schwab
California
$944M +$7.04M 7 0.22% Increased
31
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$884M -$141M 6 0.24% Reduced
32
DZ Bank
DZ Bank
Germany
$845M -$383M 4 0.91% Reduced
33
Pictet Asset Management
Pictet Asset Management
Switzerland
$838M -$84.9M 6 0.91% Reduced
34
Brown Advisory
Brown Advisory
Maryland
$714M +$5.69M 3 0.95% Increased
35
Amundi
Amundi
France
$690M -$43.1M 4 0.3% Reduced
36
Victory Capital Management
Victory Capital Management
Texas
$687M -$182M 6 0.67% Reduced
37
UBS Group
UBS Group
Switzerland
$682M +$6.84M 9 0.17% Increased
38
VOYA Investment Management
VOYA Investment Management
Georgia
$665M -$63.3M 6 0.65% Reduced
39
Artisan Partners
Artisan Partners
Wisconsin
$639M -$149M 3 0.92% Reduced
40
UBS AM
UBS AM
Illinois
$633M -$23.2M 5 0.22% Reduced
41
Neuberger Berman Group
Neuberger Berman Group
New York
$611M -$570M 4 0.51% Reduced
42
TD Asset Management
TD Asset Management
Ontario, Canada
$610M -$33.4M 3 0.57% Reduced
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$591M +$17.2M 8 0.14% Increased
44
Barclays
Barclays
United Kingdom
$552M -$102M 7 0.19% Reduced
45
Citadel Advisors
Citadel Advisors
Florida
$536M +$20M 8 0.1% Increased
46
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$535M -$33.7M 3 0.37% Reduced
47
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$510M -$14.7M 5 0.76% Reduced
48
Swiss National Bank
Swiss National Bank
Switzerland
$506M -$19.8M 6 0.35% Reduced
49
Stifel Financial
Stifel Financial
Missouri
$490M -$6.25M 4 0.56% Reduced
50
Macquarie Group
Macquarie Group
Australia
$467M -$70.4M 4 0.53% Reduced