← 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	$1.34B	+$6.44M	7	0.21%	Increased
27	Legal & General Group London, United Kingdom	$1.28B	-$30.1M	9	0.28%	Reduced
28	Ameriprise Minneapolis, Minnesota	$1.24B	-$616M	5	0.28%	Reduced
29	Wells Fargo San Francisco, California	$1.23B	-$20M	9	0.22%	Reduced
30	First Trust Advisors Wheaton, Illinois	$1.22B	+$393M	6	0.89%	Increased
31	Dimensional Fund Advisors Austin, Texas	$1.06B	-$21.7M	7	0.22%	Reduced
32	ClearBridge Investments New York	$1.04B	-$44.8M	2	0.83%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$965M	+$162M	7	0.31%	Increased
34	Royal Bank of Canada Toronto, Ontario, Canada	$961M	-$891K	11	0.16%	Reduced
35	Barclays London, United Kingdom	$912M	+$232M	10	0.22%	Increased
36	Amundi Paris, France	$853M	+$202M	6	0.23%	Increased
37	Neuberger Berman Group New York	$799M	-$57.4M	5	0.59%	Reduced
38	VOYA Investment Management Atlanta, Georgia	$792M	-$285M	6	0.78%	Reduced
39	T. Rowe Price Investment Management Baltimore, Maryland	$750M	+$22.2M	5	0.47%	Increased
40	Boston Partners Boston, Massachusetts	$742M	-$409M	2	0.77%	Reduced
41	Envestnet Asset Management Chicago, Illinois	$616M	-$45.7M	6	0.18%	Reduced
42	EARNEST Partners Atlanta, Georgia	$611M	-$108M	3	2.62%	Reduced
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$592M	+$35.1M	3	0.35%	Increased
44	Pictet Asset Management Carouge, Switzerland	$589M	+$9.08M	6	0.57%	Increased
45	Principal Financial Group Des Moines, Iowa	$567M	+$50.1M	5	0.29%	Increased
46	Stifel Financial St. Louis, Missouri	$557M	-$22.4M	7	0.5%	Reduced
47	Swiss National Bank Zurich, Switzerland	$543M	-$7.99M	7	0.32%	Reduced
48	VanEck Associates New York	$536M	-$239M	5	0.44%	Reduced
49	Artisan Partners Milwaukee, Wisconsin	$518M	-$138M	3	0.78%	Reduced
50	BNP Paribas Asset Management Paris, France	$492M	+$489M	5	0.56%	Increased