← 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	$2.38B	+$26M	3	0.61%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.32B	+$20.4M	5	0.16%	Increased
3	State Street Boston, Massachusetts	$1.38B	-$65.3M	5	0.15%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$983M	-$66.9M	5	0.16%	Reduced
5	Glenview Capital Management New York	$850M	$0	1	3.37%	Maintained
6	Fidelity Investments Boston, Massachusetts	$795M	+$202M	2	0.1%	Increased
7	Norges Bank Oslo, Norway	$684M	+$3.72M	4	0.34%	Increased
8	BlackRock Fund Advisors San Francisco, California	$675M	-$24.7M	5	0.16%	Reduced
9	Northern Trust Chicago, Illinois	$673M	-$4.3M	5	0.2%	Reduced
10	Bank of New York Mellon New York	$626M	-$32.3M	5	0.17%	Reduced
11	Primecap Management Pasadena, California	$596M	-$134K	1	0.59%	Reduced
12	Morgan Stanley New York	$591M	+$37.5M	5	0.2%	Increased
13	Massachusetts Financial Services Boston, Massachusetts	$579M	-$39.5M	2	0.29%	Reduced
14	JP Morgan Chase New York	$550M	-$152M	4	0.13%	Reduced
15	Artisan Partners Milwaukee, Wisconsin	$441M	+$1.49M	1	0.81%	Increased
16	Allianz Asset Management Munich, Germany	$430M	+$301M	3	0.46%	Increased
17	Wells Fargo San Francisco, California	$386M	+$15.8M	5	0.15%	Increased
18	Capital Research Global Investors Los Angeles, California	$379M	+$366M	2	0.12%	Increased
19	Ameriprise Minneapolis, Minnesota	$372M	+$87M	4	0.21%	Increased
20	T. Rowe Price Associates Baltimore, Maryland	$369M	-$5.73M	4	0.08%	Reduced
21	Invesco Atlanta, Georgia	$367M	+$44.8M	5	0.14%	Increased
22	BlackRock Group London, United Kingdom	$364M	-$9.81M	4	0.2%	Reduced
23	ClearBridge Investments New York	$354M	+$650K	2	0.37%	Increased
24	Franklin Resources San Mateo, California	$352M	-$16.3M	2	0.16%	Reduced
25	Deutsche Bank Frankfurt Am Main Ge, Germany	$295M	+$124M	5	0.19%	Increased