← 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	$2.15B	-$169M	2	0.62%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$2.07B	+$33.1M	5	0.18%	Increased
3	State Street Boston, Massachusetts	$1.65B	+$75.4M	5	0.18%	Increased
4	Fidelity Investments Boston, Massachusetts	$1.46B	-$133M	3	0.21%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$1.03B	-$3.53M	5	0.18%	Reduced
6	Bank of New York Mellon New York	$950M	-$9.62M	5	0.26%	Reduced
7	Norges Bank Oslo, Norway	$764M	-$19.1M	4	0.44%	Reduced
8	Northern Trust Chicago, Illinois	$696M	-$2.98M	5	0.22%	Reduced
9	Massachusetts Financial Services Boston, Massachusetts	$649M	-$13.1M	1	0.36%	Reduced
10	Bank of America Charlotte, North Carolina	$609M	-$17.3M	5	0.22%	Reduced
11	BlackRock Fund Advisors San Francisco, California	$595M	+$5.84M	5	0.18%	Increased
12	Wells Fargo San Francisco, California	$582M	+$19.8M	5	0.25%	Increased
13	Ameriprise Minneapolis, Minnesota	$558M	-$256M	5	0.34%	Reduced
14	T. Rowe Price Associates Baltimore, Maryland	$470M	-$9.66M	4	0.11%	Reduced
15	Glenview Capital Management New York	$468M	+$8.06M	1	3.35%	Increased
16	JP Morgan Chase New York	$467M	+$97.8M	5	0.13%	Increased
17	Franklin Resources San Mateo, California	$446M	-$38.9M	2	0.22%	Reduced
18	Primecap Management Pasadena, California	$397M	+$30.1M	1	0.48%	Increased
19	AllianceBernstein Nashville, Tennessee	$379M	+$39.4M	4	0.34%	Increased
20	BlackRock Advisors Wilmington, Delaware	$378M	+$30.6M	4	0.36%	Increased
21	BlackRock Group London, United Kingdom	$342M	+$17.6M	4	0.22%	Increased
22	Dimensional Fund Advisors Austin, Texas	$341M	+$49.1M	4	0.27%	Increased
23	WI WHV Investments San Francisco, California	$321M	-$31.5M	1	3.35%	Reduced
24	Morgan Stanley New York	$320M	+$128M	5	0.14%	Increased
25	Capital Guardian Trust Los Angeles, California	$317M	-$14.1M	2	2.09%	Reduced