← 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	$1.02B	+$15.7M	7	0.23%	Increased
27	ClearBridge Investments New York	$1B	+$123M	2	0.88%	Increased
28	UBS AM Chicago, Illinois	$977M	+$71M	6	0.25%	Increased
29	Legal & General Group London, United Kingdom	$972M	+$9.59M	7	0.26%	Increased
30	Charles Schwab San Francisco, California	$946M	+$12M	7	0.18%	Increased
31	Dimensional Fund Advisors Austin, Texas	$818M	-$32.4M	7	0.2%	Reduced
32	Amundi Paris, France	$812M	+$75.6M	4	0.3%	Increased
33	Neuberger Berman Group New York	$704M	+$23M	4	0.59%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$666M	+$158M	7	0.26%	Increased
35	Boston Partners Boston, Massachusetts	$659M	-$243M	2	0.8%	Reduced
36	Barclays London, United Kingdom	$640M	+$114M	7	0.18%	Increased
37	VanEck Associates New York	$634M	+$169M	3	0.82%	Increased
38	Artisan Partners Milwaukee, Wisconsin	$623M	+$12.9M	3	1.01%	Increased
39	1832 Asset Management Toronto, Ontario, Canada	$581M	+$603M	1	0.53%	Increased
40	Brown Advisory Baltimore, Maryland	$559M	-$31.7M	3	0.8%	Reduced
41	Royal Bank of Canada Toronto, Ontario, Canada	$526M	-$112M	8	0.11%	Reduced
42	Pictet Asset Management Carouge, Switzerland	$493M	-$7.07M	5	0.55%	Reduced
43	Capital International Investors Los Angeles, California	$490M	+$36.8M	2	0.1%	Increased
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$460M	+$794K	3	0.33%	Increased
45	BNP Paribas Financial Markets Paris, France	$455M	+$233M	7	0.27%	Increased
46	Stifel Financial St. Louis, Missouri	$442M	+$7.07M	4	0.47%	Increased
47	Swiss National Bank Zurich, Switzerland	$417M	-$2.37M	6	0.29%	Reduced
48	EARNEST Partners Atlanta, Georgia	$410M	+$4.72M	3	1.97%	Increased
49	Envestnet Asset Management Chicago, Illinois	$384M	+$14.7M	5	0.12%	Increased
50	Citigroup New York	$364M	+$68.4M	8	0.19%	Increased