← 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	-$1.92M	3	0.61%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$2.36B	+$70.8M	5	0.16%	Increased
3	State Street Boston, Massachusetts	$1.46B	-$70.3M	5	0.15%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$1.07B	+$28M	5	0.17%	Increased
5	Glenview Capital Management New York	$952M	$0	1	4.35%	Maintained
6	BlackRock Fund Advisors San Francisco, California	$705M	+$63.5M	5	0.17%	Increased
7	JP Morgan Chase New York	$702M	-$47M	4	0.16%	Reduced
8	Norges Bank Oslo, Norway	$691M	-$3.36M	4	0.34%	Reduced
9	Northern Trust Chicago, Illinois	$683M	-$16.2M	5	0.21%	Reduced
10	Primecap Management Pasadena, California	$668M	+$817K	1	0.65%	Increased
11	Bank of New York Mellon New York	$663M	+$50.3M	5	0.17%	Increased
12	Massachusetts Financial Services Boston, Massachusetts	$621M	-$56M	2	0.31%	Reduced
13	Fidelity Investments Boston, Massachusetts	$614M	-$85.5M	3	0.08%	Reduced
14	Morgan Stanley New York	$564M	+$23.9M	5	0.21%	Increased
15	Artisan Partners Milwaukee, Wisconsin	$493M	-$21.7M	1	0.89%	Reduced
16	Citadel Advisors Miami, Florida	$415M	+$190M	5	0.39%	Increased
17	Franklin Resources San Mateo, California	$411M	-$19.5M	2	0.19%	Reduced
18	BlackRock Group London, United Kingdom	$382M	-$974K	4	0.21%	Reduced
19	Wells Fargo San Francisco, California	$374M	+$1.89M	5	0.15%	Increased
20	T. Rowe Price Associates Baltimore, Maryland	$371M	-$18.3M	4	0.08%	Reduced
21	ClearBridge Investments New York	$357M	+$2.6M	2	0.37%	Increased
22	Invesco Atlanta, Georgia	$339M	-$13.3M	5	0.13%	Reduced
23	Capital International Investors Los Angeles, California	$295M	+$83.1M	1	0.54%	Increased
24	Ameriprise Minneapolis, Minnesota	$284M	-$264M	4	0.16%	Reduced
25	LCS Levin Capital Strategies New York	$276M	-$3.34M	2	4.13%	Reduced