← 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 San Francisco, California	$1.3B	-$22.1M	7	0.29%	Reduced
27	Raymond James & Associates St Petersburg, Florida	$1.29B	-$41.9M	5	0.78%	Reduced
28	Legal & General Group London, United Kingdom	$1.17B	+$3.17M	7	0.31%	Increased
29	ClearBridge Investments New York	$1.17B	-$152M	2	0.92%	Reduced
30	Charles Schwab San Francisco, California	$1.17B	+$72.7M	7	0.22%	Increased
31	Amundi Paris, France	$1.14B	+$204M	5	0.42%	Increased
32	UBS AM Chicago, Illinois	$1.05B	+$494M	5	0.27%	Increased
33	Dimensional Fund Advisors Austin, Texas	$961M	-$22.2M	7	0.23%	Reduced
34	UBS Group Zurich, Switzerland	$959M	+$105M	10	0.21%	Increased
35	Brown Advisory Baltimore, Maryland	$923M	-$2.18M	3	1.16%	Reduced
36	Boston Partners Boston, Massachusetts	$855M	+$29.4M	2	1.01%	Increased
37	Neuberger Berman Group New York	$791M	+$94M	5	0.62%	Increased
38	Barclays London, United Kingdom	$761M	-$24M	7	0.2%	Reduced
39	Royal Bank of Canada Toronto, Ontario, Canada	$752M	+$18.5M	8	0.15%	Increased
40	Pictet Asset Management Carouge, Switzerland	$709M	-$175M	5	0.78%	Reduced
41	Artisan Partners Milwaukee, Wisconsin	$644M	-$130M	3	0.96%	Reduced
42	TD Asset Management Toronto, Ontario, Canada	$630M	-$8.23M	3	0.56%	Reduced
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$577M	+$13.8M	3	0.4%	Increased
44	VOYA Investment Management Atlanta, Georgia	$571M	-$24.2M	6	0.59%	Reduced
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$565M	+$171M	7	0.23%	Increased
46	Swiss National Bank Zurich, Switzerland	$562M	-$954K	5	0.37%	Reduced
47	Vaughan Nelson Investment Management Houston, Texas	$550M	+$110M	2	4.9%	Increased
48	Citadel Advisors Miami, Florida	$548M	+$145M	8	0.11%	Increased
49	Millennium Management New York	$527M	+$145M	7	0.25%	Increased
50	Stifel Financial St. Louis, Missouri	$514M	-$8.09M	4	0.54%	Reduced