← 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	$2.42B	+$78.1M	3	0.65%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.31B	+$51.9M	5	0.18%	Increased
3	State Street Boston, Massachusetts	$1.68B	+$48M	5	0.18%	Increased
4	Norges Bank Oslo, Norway	$1.66B	+$841M	4	0.45%	Increased
5	BlackRock Institutional Trust San Francisco, California	$1.08B	-$6.57M	5	0.18%	Reduced
6	Fidelity Investments Boston, Massachusetts	$841M	-$472M	4	0.11%	Reduced
7	Bank of New York Mellon New York	$823M	-$23.8M	5	0.22%	Reduced
8	Ameriprise Minneapolis, Minnesota	$799M	+$7.88M	5	0.47%	Increased
9	Glenview Capital Management New York	$776M	+$99.4M	1	4.5%	Increased
10	Massachusetts Financial Services Boston, Massachusetts	$715M	+$17.1M	1	0.37%	Increased
11	Northern Trust Chicago, Illinois	$695M	-$6.68M	5	0.22%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$632M	+$14.5M	5	0.18%	Increased
13	Primecap Management Pasadena, California	$580M	-$4.07M	1	0.64%	Reduced
14	Wells Fargo San Francisco, California	$563M	+$5.96M	5	0.23%	Increased
15	Franklin Resources San Mateo, California	$544M	-$48.4M	2	0.24%	Reduced
16	Morgan Stanley New York	$445M	+$54.5M	5	0.17%	Increased
17	Artisan Partners Milwaukee, Wisconsin	$445M	+$3.14M	1	0.77%	Increased
18	T. Rowe Price Associates Baltimore, Maryland	$425M	+$3.89M	4	0.09%	Increased
19	BlackRock Group London, United Kingdom	$405M	+$8.54M	5	0.23%	Increased
20	Dimensional Fund Advisors Austin, Texas	$344M	-$3.41M	5	0.24%	Reduced
21	JP Morgan Chase New York	$343M	+$59.8M	4	0.09%	Increased
22	Bank of America Charlotte, North Carolina	$327M	+$20.8M	5	0.1%	Increased
23	Boston Partners Boston, Massachusetts	$325M	-$3.32M	2	0.54%	Reduced
24	Capital Guardian Trust Los Angeles, California	$320M	-$20.6M	2	2.18%	Reduced
25	BlackRock Advisors Wilmington, Delaware	$305M	-$78.8M	4	0.29%	Reduced