← 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	First Trust Advisors Wheaton, Illinois	$1.55B	+$112M	7	1.11%	Increased
27	Bank of New York Mellon New York	$1.54B	-$32.3M	8	0.28%	Reduced
28	AllianceBernstein Nashville, Tennessee	$1.47B	+$109M	7	0.47%	Increased
29	Legal & General Group London, United Kingdom	$1.42B	-$38.7M	9	0.33%	Reduced
30	Royal Bank of Canada Toronto, Ontario, Canada	$1.36B	+$272M	13	0.24%	Increased
31	Vanguard Fiduciary Trust Malvern, Pennsylvania	$1.36B	+$1.34B	11	0.34%	New
32	Wells Fargo San Francisco, California	$1.36B	-$46.9M	11	0.26%	Reduced
33	Dimensional Fund Advisors Austin, Texas	$1.26B	+$8.5M	7	0.26%	Increased
34	ClearBridge Investments New York	$1.18B	+$6.73M	5	1.02%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.15B	+$47.6M	8	0.38%	Increased
36	VOYA Investment Management Atlanta, Georgia	$1.07B	+$162M	6	1.11%	Increased
37	Barclays London, United Kingdom	$1B	-$61.6M	12	0.24%	Reduced
38	Amundi Paris, France	$911M	-$54M	6	0.25%	Reduced
39	Neuberger Berman Group New York	$904M	-$68.9M	6	0.69%	Reduced
40	T. Rowe Price Investment Management Baltimore, Maryland	$878M	-$30.7M	3	0.6%	Reduced
41	Boston Partners Boston, Massachusetts	$858M	+$56M	2	0.9%	Increased
42	Envestnet Asset Management Chicago, Illinois	$809M	+$89.5M	7	0.22%	Increased
43	Principal Financial Group Des Moines, Iowa	$736M	+$41.4M	6	0.39%	Increased
44	EARNEST Partners Atlanta, Georgia	$734M	-$74.1M	3	3.03%	Reduced
45	VanEck Associates New York	$711M	+$63.4M	4	0.53%	Increased
46	Swiss National Bank Zurich, Switzerland	$664M	+$40.1M	6	0.38%	Increased
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$648M	-$23M	4	0.42%	Reduced
48	Stifel Financial St. Louis, Missouri	$641M	+$11.7M	7	0.59%	Increased
49	Citigroup New York	$616M	+$98.7M	13	0.26%	Increased
50	Victory Capital Management San Antonio, Texas	$607M	+$248M	7	0.39%	Increased