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 |
UBS Group
Zurich,
Switzerland
| $1.21B | +$347M | 12 | 0.22% | Increased |
|
| 27 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.14B | +$146M | 6 | 0.13% | Increased |
|
| 28 |
Legal & General Group
London,
United Kingdom
| $1.14B | +$48.1M | 7 | 0.3% | Increased |
|
| 29 |
Charles Schwab
San Francisco,
California
| $1.1B | +$24.2M | 7 | 0.2% | Increased |
|
| 30 |
ClearBridge Investments
New York
| $1.09B | -$68M | 2 | 0.88% | Reduced |
|
| 31 |
UBS AM
Chicago,
Illinois
| $1.08B | +$101M | 5 | 0.25% | Increased |
|
| 32 |
Ameriprise
Minneapolis,
Minnesota
| $1.07B | -$235M | 5 | 0.27% | Reduced |
|
| 33 |
Boston Partners
Boston,
Massachusetts
| $1.01B | +$22.3M | 3 | 1.23% | Increased |
|
| 34 |
Dimensional Fund Advisors
Austin,
Texas
| $997M | +$21.3M | 7 | 0.24% | Increased |
|
| 35 |
Amundi
Paris,
France
| $976M | -$173M | 5 | 0.34% | Reduced |
|
| 36 |
Neuberger Berman Group
New York
| $817M | +$59M | 4 | 0.65% | Increased |
|
| 37 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $736M | +$69.1M | 8 | 0.15% | Increased |
|
| 38 |
Artisan Partners
Milwaukee,
Wisconsin
| $700M | +$148M | 3 | 1.05% | Increased |
|
| 39 |
TD Asset Management
Toronto,
Ontario, Canada
| $666M | +$42.4M | 4 | 0.59% | Increased |
|
| 40 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $625M | +$108M | 7 | 0.24% | Increased |
|
| 41 |
Barclays
London,
United Kingdom
| $619M | -$42.3M | 7 | 0.17% | Reduced |
|
| 42 |
Brown Advisory
Baltimore,
Maryland
| $603M | +$6.23M | 3 | 0.76% | Increased |
|
| 43 |
Pictet Asset Management
Carouge,
Switzerland
| $596M | -$90.7M | 5 | 0.64% | Reduced |
|
| 44 |
Capital International Investors
Los Angeles,
California
| $557M | +$554M | 2 | 0.1% | Increased |
|
| 45 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $547M | +$6.05M | 3 | 0.37% | Increased |
|
| 46 |
Stifel Financial
St. Louis,
Missouri
| $522M | +$19.6M | 4 | 0.54% | Increased |
|
| 47 |
VOYA Investment Management
Atlanta,
Georgia
| $504M | -$17M | 5 | 0.52% | Reduced |
|
| 48 |
VanEck Associates
New York
| $500M | +$274M | 3 | 0.64% | Increased |
|
| 49 |
Swiss National Bank
Zurich,
Switzerland
| $494M | -$26.5M | 5 | 0.33% | Reduced |
|
| 50 |
EARNEST Partners
Atlanta,
Georgia
| $463M | -$11.1M | 3 | 2.07% | Reduced |
|