← 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	Bank of New York Mellon New York	$1.46B	-$38.5M	5	0.28%	Reduced
27	Wells Fargo San Francisco, California	$1.32B	-$21M	7	0.27%	Reduced
28	Charles Schwab San Francisco, California	$1.27B	+$13.3M	7	0.22%	Increased
29	Legal & General Group London, United Kingdom	$1.24B	-$36.3M	6	0.31%	Reduced
30	ClearBridge Investments New York	$1.21B	-$94.6M	2	0.98%	Reduced
31	Dimensional Fund Advisors Austin, Texas	$1.04B	-$71.7M	7	0.24%	Reduced
32	Boston Partners Boston, Massachusetts	$1.03B	+$29.9M	3	1.15%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$813M	-$49M	6	0.3%	Reduced
34	Neuberger Berman Group New York	$797M	-$116M	4	0.61%	Reduced
35	Amundi Paris, France	$793M	-$259M	4	0.27%	Reduced
36	Royal Bank of Canada Toronto, Ontario, Canada	$786M	+$83.8M	8	0.14%	Increased
37	VanEck Associates New York	$749M	-$44.8M	5	0.85%	Reduced
38	Barclays London, United Kingdom	$736M	-$86.1M	7	0.17%	Reduced
39	Victory Capital Management San Antonio, Texas	$697M	+$351M	5	0.45%	Increased
40	T. Rowe Price Investment Management Baltimore, Maryland	$688M	+$390M	2	0.43%	Increased
41	VOYA Investment Management Atlanta, Georgia	$675M	+$230M	5	0.67%	Increased
42	Artisan Partners Milwaukee, Wisconsin	$674M	-$127M	3	0.99%	Reduced
43	Brown Advisory Baltimore, Maryland	$656M	-$44.7M	3	0.86%	Reduced
44	Capital International Investors Los Angeles, California	$650M	+$1.62M	2	0.11%	Increased
45	Stifel Financial St. Louis, Missouri	$606M	+$22.8M	5	0.59%	Increased
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$600M	-$1.25M	3	0.37%	Reduced
47	Swiss National Bank Zurich, Switzerland	$578M	+$25.6M	6	0.35%	Increased
48	Pictet Asset Management Carouge, Switzerland	$564M	-$67.8M	5	0.57%	Reduced
49	First Trust Advisors Wheaton, Illinois	$555M	+$74M	5	0.45%	Increased
50	Envestnet Asset Management Chicago, Illinois	$544M	+$30.2M	5	0.16%	Increased