← 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	Vanguard Group Malvern, Pennsylvania	$1.89B	+$22.6M	5	0.14%	Increased
2	Wellington Management Group Boston, Massachusetts	$1.84B	+$30.9M	3	0.51%	Increased
3	State Street Boston, Massachusetts	$1.11B	+$35.6M	5	0.13%	Increased
4	Glenview Capital Management New York	$792M	$0	1	3.93%	Maintained
5	BlackRock Institutional Trust San Francisco, California	$731M	-$51.5M	5	0.13%	Reduced
6	Fidelity Investments Boston, Massachusetts	$697M	+$37.5M	4	0.1%	Increased
7	Norges Bank Oslo, Norway	$603M	+$76.2M	4	0.32%	Increased
8	BlackRock Fund Advisors San Francisco, California	$555M	-$795K	5	0.14%	Reduced
9	Capital Research Global Investors Los Angeles, California	$552M	+$210M	2	0.2%	Increased
10	Primecap Management Pasadena, California	$515M	-$41.2M	1	0.57%	Reduced
11	Northern Trust Chicago, Illinois	$510M	-$19.3M	5	0.17%	Reduced
12	Massachusetts Financial Services Boston, Massachusetts	$495M	+$58.2M	2	0.28%	Increased
13	Bank of New York Mellon New York	$472M	-$19.6M	5	0.14%	Reduced
14	Artisan Partners Milwaukee, Wisconsin	$409M	-$1.88M	1	0.83%	Reduced
15	Morgan Stanley New York	$405M	-$61.3M	5	0.15%	Reduced
16	JP Morgan Chase New York	$365M	-$74.9M	4	0.1%	Reduced
17	Franklin Resources San Mateo, California	$330M	+$3.34M	3	0.16%	Increased
18	Bank of America Charlotte, North Carolina	$320M	+$142M	5	0.08%	Increased
19	Allianz Asset Management Munich, Germany	$315M	-$26.7M	4	0.37%	Reduced
20	Invesco Atlanta, Georgia	$303M	-$14.2M	5	0.13%	Reduced
21	BlackRock Group London, United Kingdom	$292M	+$6.72M	5	0.17%	Increased
22	T. Rowe Price Associates Baltimore, Maryland	$285M	-$10.5M	4	0.06%	Reduced
23	Wells Fargo San Francisco, California	$275M	-$31.2M	5	0.12%	Reduced
24	Ameriprise Minneapolis, Minnesota	$273M	-$39.9M	4	0.17%	Reduced
25	ClearBridge Investments New York	$255M	-$28.2M	2	0.31%	Reduced