← 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	$2.28B	+$150M	2	0.63%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.16B	+$53M	5	0.18%	Increased
3	State Street Boston, Massachusetts	$1.58B	-$68.8M	5	0.18%	Reduced
4	Fidelity Investments Boston, Massachusetts	$1.29B	-$185M	4	0.18%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$1.05B	+$21.9M	5	0.18%	Increased
6	Bank of New York Mellon New York	$829M	-$114M	5	0.23%	Reduced
7	Ameriprise Minneapolis, Minnesota	$771M	+$215M	5	0.46%	Increased
8	Norges Bank Oslo, Norway	$756M	-$7.17M	4	0.43%	Reduced
9	Northern Trust Chicago, Illinois	$684M	-$12.1M	5	0.22%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$679M	+$37.6M	1	0.37%	Increased
11	BlackRock Fund Advisors San Francisco, California	$608M	+$1.63M	5	0.18%	Increased
12	Glenview Capital Management New York	$556M	$0	1	3.64%	Maintained
13	Wells Fargo San Francisco, California	$542M	-$35.1M	5	0.23%	Reduced
14	Franklin Resources San Mateo, California	$501M	-$24.7M	2	0.24%	Reduced
15	Primecap Management Pasadena, California	$488M	+$15M	1	0.55%	Increased
16	T. Rowe Price Associates Baltimore, Maryland	$427M	-$44.1M	4	0.1%	Reduced
17	BlackRock Advisors Wilmington, Delaware	$380M	+$4.06M	4	0.37%	Increased
18	BlackRock Group London, United Kingdom	$379M	+$33.7M	4	0.24%	Increased
19	AllianceBernstein Nashville, Tennessee	$378M	-$222K	4	0.33%	Reduced
20	Morgan Stanley New York	$373M	+$49.1M	5	0.16%	Increased
21	Artisan Partners Milwaukee, Wisconsin	$369M	+$93.9M	1	0.65%	Increased
22	Invesco Atlanta, Georgia	$347M	+$21.5M	5	0.14%	Increased
23	Dimensional Fund Advisors Austin, Texas	$347M	+$2.97M	4	0.26%	Increased
24	Capital Guardian Trust Los Angeles, California	$332M	+$18.9M	2	2.25%	Increased
25	Bank of America Charlotte, North Carolina	$295M	-$302M	5	0.11%	Reduced