← 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	$2.17B	+$203M	2	0.6%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.01B	+$50.2M	5	0.16%	Increased
3	State Street Boston, Massachusetts	$1.39B	-$11.5M	5	0.15%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$922M	+$19.8M	5	0.15%	Increased
5	JP Morgan Chase New York	$771M	+$539M	4	0.18%	Increased
6	Glenview Capital Management New York	$724M	$0	1	3.78%	Maintained
7	Massachusetts Financial Services Boston, Massachusetts	$645M	+$64.5M	1	0.34%	Increased
8	Norges Bank Oslo, Norway	$622M	-$848M	4	0.34%	Reduced
9	Fidelity Investments Boston, Massachusetts	$615M	-$133M	4	0.08%	Reduced
10	Bank of New York Mellon New York	$612M	-$80.1M	5	0.17%	Reduced
11	Northern Trust Chicago, Illinois	$557M	-$25.6M	5	0.18%	Reduced
12	Ameriprise Minneapolis, Minnesota	$552M	-$125M	5	0.33%	Reduced
13	BlackRock Fund Advisors San Francisco, California	$552M	+$9.09M	5	0.16%	Increased
14	Primecap Management Pasadena, California	$542M	+$655K	1	0.58%	Increased
15	Franklin Resources San Mateo, California	$469M	-$39.5M	2	0.21%	Reduced
16	Morgan Stanley New York	$429M	+$64.1M	5	0.17%	Increased
17	Artisan Partners Milwaukee, Wisconsin	$416M	+$820K	1	0.74%	Increased
18	T. Rowe Price Associates Baltimore, Maryland	$360M	+$771K	4	0.08%	Increased
19	Wells Fargo San Francisco, California	$342M	-$140M	5	0.14%	Reduced
20	BlackRock Group London, United Kingdom	$333M	-$6.62M	4	0.19%	Reduced
21	Dimensional Fund Advisors Austin, Texas	$282M	-$15.7M	5	0.2%	Reduced
22	Boston Partners Boston, Massachusetts	$278M	-$25.7M	2	0.45%	Reduced
23	ClearBridge Investments New York	$252M	+$61.9M	2	0.28%	Increased
24	Capital Guardian Trust Los Angeles, California	$250M	-$14M	2	1.78%	Reduced
25	Invesco Atlanta, Georgia	$242M	-$1.54M	5	0.1%	Reduced