← 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
ClearBridge Investments
ClearBridge Investments
New York
$1.25B -$167M 3 1.01% Reduced
27
Wells Fargo
Wells Fargo
California
$1.25B -$16.2M 7 0.3% Reduced
28
Ameriprise
Ameriprise
Minnesota
$1.11B -$416M 5 0.3% Reduced
29
Legal & General Group
Legal & General Group
United Kingdom
$1.1B -$27.9M 7 0.31% Reduced
30
Charles Schwab
Charles Schwab
California
$1.02B +$25M 7 0.19% Increased
31
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$910M -$9.98M 6 0.24% Reduced
32
Amundi
Amundi
France
$864M +$142M 5 0.33% Increased
33
Pictet Asset Management
Pictet Asset Management
Switzerland
$836M -$39.8M 6 0.96% Reduced
34
Brown Advisory
Brown Advisory
Maryland
$823M -$35.7M 3 1.08% Reduced
35
UBS Group
UBS Group
Switzerland
$794M +$94.9M 10 0.2% Increased
36
DZ Bank
DZ Bank
Germany
$768M -$82.4M 3 0.79% Reduced
37
Barclays
Barclays
United Kingdom
$728M +$136M 6 0.22% Increased
38
Boston Partners
Boston Partners
Massachusetts
$726M -$253M 2 0.9% Reduced
39
Artisan Partners
Artisan Partners
Wisconsin
$718M +$24.4M 3 1.08% Increased
40
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$683M +$65.3M 9 0.16% Increased
41
Neuberger Berman Group
Neuberger Berman Group
New York
$649M +$11.5M 5 0.53% Increased
42
TD Asset Management
TD Asset Management
Ontario, Canada
$609M -$6.97M 3 0.57% Reduced
43
VOYA Investment Management
VOYA Investment Management
Georgia
$542M -$169M 6 0.53% Reduced
44
Victory Capital Management
Victory Capital Management
Texas
$541M -$179M 6 0.54% Reduced
45
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$526M -$26.8M 3 0.39% Reduced
46
Swiss National Bank
Swiss National Bank
Switzerland
$524M -$4.09M 6 0.36% Reduced
47
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$509M -$4.23M 3 0.72% Reduced
48
Stifel Financial
Stifel Financial
Missouri
$492M -$4.24M 4 0.55% Reduced
49
EARNEST Partners
EARNEST Partners
Georgia
$489M -$27.5M 3 2.29% Reduced
50
UBS AM
UBS AM
Illinois
$471M -$204M 6 0.14% Reduced