← 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	$2.37B	+$37.8M	2	0.63%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.23B	+$62.3M	5	0.16%	Increased
3	State Street Boston, Massachusetts	$1.52B	+$29.7M	5	0.15%	Increased
4	BlackRock Institutional Trust San Francisco, California	$1.02B	+$29.2M	5	0.16%	Increased
5	Glenview Capital Management New York	$840M	+$52.5M	1	4.2%	Increased
6	JP Morgan Chase New York	$745M	-$82.2M	4	0.17%	Reduced
7	Northern Trust Chicago, Illinois	$695M	+$92.6M	5	0.21%	Increased
8	Fidelity Investments Boston, Massachusetts	$686M	+$14M	4	0.09%	Increased
9	Norges Bank Oslo, Norway	$685M	+$13.6M	4	0.35%	Increased
10	Massachusetts Financial Services Boston, Massachusetts	$676M	-$15.2M	2	0.34%	Reduced
11	BlackRock Fund Advisors San Francisco, California	$632M	+$30.7M	5	0.16%	Increased
12	Bank of New York Mellon New York	$608M	-$49.8M	5	0.16%	Reduced
13	Primecap Management Pasadena, California	$588M	+$1.37M	1	0.6%	Increased
14	Ameriprise Minneapolis, Minnesota	$541M	-$60M	4	0.32%	Reduced
15	Morgan Stanley New York	$533M	+$69.9M	5	0.2%	Increased
16	Artisan Partners Milwaukee, Wisconsin	$456M	+$5.19M	1	0.79%	Increased
17	T. Rowe Price Associates Baltimore, Maryland	$383M	-$14.5M	4	0.08%	Reduced
18	Franklin Resources San Mateo, California	$382M	-$118M	2	0.17%	Reduced
19	BlackRock Group London, United Kingdom	$376M	+$18M	4	0.2%	Increased
20	Wells Fargo San Francisco, California	$369M	-$604K	5	0.14%	Reduced
21	ClearBridge Investments New York	$352M	+$77.6M	2	0.37%	Increased
22	Invesco Atlanta, Georgia	$333M	+$62.3M	5	0.13%	Increased
23	Boston Partners Boston, Massachusetts	$289M	-$11.2M	1	0.43%	Reduced
24	LCS Levin Capital Strategies New York	$279M	+$28.9M	2	4.22%	Increased
25	TIAA CREF Investment Management New York	$269M	+$86.1M	5	0.19%	Increased