← 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	$2.11B	+$13.2M	3	0.66%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.89B	+$46.2M	5	0.18%	Increased
3	Fidelity Investments Boston, Massachusetts	$1.48B	+$268M	4	0.23%	Increased
4	State Street Boston, Massachusetts	$1.43B	+$34.3M	5	0.18%	Increased
5	BlackRock Institutional Trust San Francisco, California	$933M	-$8.23M	5	0.18%	Reduced
6	Bank of New York Mellon New York	$868M	-$16.4M	5	0.26%	Reduced
7	Ameriprise Minneapolis, Minnesota	$754M	-$12.2M	5	0.49%	Reduced
8	Norges Bank Oslo, Norway	$719M	-$46.7M	4	0.42%	Reduced
9	Northern Trust Chicago, Illinois	$633M	-$18.3M	5	0.22%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$600M	+$9.96M	2	0.37%	Increased
11	Bank of America Charlotte, North Carolina	$570M	-$40.8M	5	0.23%	Reduced
12	Franklin Resources San Mateo, California	$562M	-$44.5M	2	0.3%	Reduced
13	Glenview Capital Management New York	$538M	+$874K	1	4.53%	Increased
14	BlackRock Fund Advisors San Francisco, California	$525M	+$14.3M	5	0.18%	Increased
15	Wells Fargo San Francisco, California	$511M	+$11.6M	5	0.24%	Increased
16	Capital World Investors Los Angeles, California	$458M	-$228M	1	0.14%	Reduced
17	OppenheimerFunds New York	$437M	+$124M	2	0.29%	Increased
18	Primecap Management Pasadena, California	$430M	-$5.67M	1	0.57%	Reduced
19	T. Rowe Price Associates Baltimore, Maryland	$423M	-$38M	4	0.11%	Reduced
20	JP Morgan Chase New York	$329M	+$130M	5	0.1%	Increased
21	WI WHV Investments San Francisco, California	$321M	+$19.5M	1	3.18%	Increased
22	AllianceBernstein Nashville, Tennessee	$312M	-$556K	5	0.31%	Reduced
23	BlackRock Advisors Wilmington, Delaware	$310M	+$60M	5	0.31%	Increased
24	BlackRock Group London, United Kingdom	$301M	+$33.5M	4	0.2%	Increased
25	Capital Guardian Trust Los Angeles, California	$301M	-$19M	2	2.08%	Reduced