← 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
1	Wellington Management Group Boston, Massachusetts	$2B	+$1.91B	3	0.65%	New
2	Vanguard Group Malvern, Pennsylvania	$1.72B	+$1.65B	5	0.18%	New
3	State Street Boston, Massachusetts	$1.33B	+$1.27B	5	0.17%	New
4	Fidelity Investments Boston, Massachusetts	$1.12B	+$1.07B	4	0.18%	New
5	BlackRock Institutional Trust San Francisco, California	$894M	+$858M	5	0.18%	New
6	Bank of New York Mellon New York	$843M	+$808M	5	0.27%	New
7	Ameriprise Minneapolis, Minnesota	$730M	+$699M	5	0.51%	New
8	Norges Bank Oslo, Norway	$726M	+$695M	4	0.45%	New
9	Capital World Investors Los Angeles, California	$661M	+$634M	1	0.21%	New
10	Northern Trust Chicago, Illinois	$620M	+$594M	5	0.22%	New
11	Bank of America Charlotte, North Carolina	$583M	+$558M	5	0.25%	New
12	Massachusetts Financial Services Boston, Massachusetts	$560M	+$537M	2	0.38%	New
13	Franklin Resources San Mateo, California	$519M	+$483M	2	0.3%	New
14	BlackRock Fund Advisors San Francisco, California	$481M	+$464M	5	0.18%	New
15	Wells Fargo San Francisco, California	$474M	+$454M	5	0.25%	New
16	Glenview Capital Management New York	$457M	+$426M	1	4.18%	New
17	T. Rowe Price Associates Baltimore, Maryland	$443M	+$429M	4	0.12%	New
18	Primecap Management Pasadena, California	$371M	+$346M	1	0.53%	New
19	Capital Guardian Trust Los Angeles, California	$306M	+$293M	2	2.13%	New
20	PHS PFM Health Sciences San Francisco, California	$300M	+$287M	1	6.22%	New
21	AllianceBernstein Nashville, Tennessee	$294M	+$281M	5	0.31%	New
22	LCS Levin Capital Strategies New York	$294M	+$281M	2	5.29%	New
23	OppenheimerFunds New York	$288M	+$277M	2	0.41%	New
24	WI WHV Investments San Francisco, California	$287M	+$275M	1	2.96%	New
25	BlackRock Group London, United Kingdom	$251M	+$240M	4	0.19%	New