← 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	Charles Schwab San Francisco, California	$1.44B	+$16.2M	6	0.23%	Increased
27	Wells Fargo San Francisco, California	$1.41B	-$1.57M	7	0.27%	Reduced
28	UBS AM Chicago, Illinois	$1.28B	-$341M	5	0.28%	Reduced
29	ClearBridge Investments New York	$1.27B	+$1.52M	2	0.96%	Increased
30	Dimensional Fund Advisors Austin, Texas	$1.11B	-$63.4M	7	0.24%	Reduced
31	Boston Partners Boston, Massachusetts	$1.11B	-$86.4M	3	1.14%	Reduced
32	VOYA Investment Management Atlanta, Georgia	$1.09B	+$291M	6	1.09%	Increased
33	Royal Bank of Canada Toronto, Ontario, Canada	$1.08B	+$204M	10	0.18%	Increased
34	First Trust Advisors Wheaton, Illinois	$927M	+$272M	5	0.69%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$924M	+$40M	7	0.31%	Increased
36	Neuberger Berman Group New York	$908M	+$18.9M	4	0.66%	Increased
37	Amundi Paris, France	$773M	-$109M	4	0.25%	Reduced
38	VanEck Associates New York	$769M	-$159M	5	0.71%	Reduced
39	Barclays London, United Kingdom	$744M	-$95M	9	0.16%	Reduced
40	T. Rowe Price Investment Management Baltimore, Maryland	$731M	-$118M	3	0.45%	Reduced
41	Envestnet Asset Management Chicago, Illinois	$715M	+$100M	5	0.21%	Increased
42	Artisan Partners Milwaukee, Wisconsin	$706M	-$41.7M	3	1%	Reduced
43	Brown Advisory Baltimore, Maryland	$701M	-$107M	3	0.91%	Reduced
44	Stifel Financial St. Louis, Missouri	$659M	+$4.43M	6	0.6%	Increased
45	Pictet Asset Management Carouge, Switzerland	$659M	+$41.2M	6	0.63%	Increased
46	EARNEST Partners Atlanta, Georgia	$650M	-$14.4M	3	2.82%	Reduced
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$636M	-$10.1M	3	0.37%	Reduced
48	Swiss National Bank Zurich, Switzerland	$609M	-$26.3M	6	0.35%	Reduced
49	Principal Financial Group Des Moines, Iowa	$528M	+$9.1M	5	0.27%	Increased
50	SEI Investments Oaks, Pennsylvania	$508M	+$7.97M	5	0.55%	Increased