← 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	$1.94B	+$70.3M	3	0.51%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.67B	-$295M	5	0.11%	Reduced
3	State Street Boston, Massachusetts	$1.13B	-$10.2M	5	0.12%	Reduced
4	Fidelity Investments Boston, Massachusetts	$832M	+$76.5M	3	0.11%	Increased
5	BlackRock Institutional Trust San Francisco, California	$801M	+$47.4M	5	0.13%	Increased
6	Capital Research Global Investors Los Angeles, California	$743M	+$157M	2	0.25%	Increased
7	BlackRock Fund Advisors San Francisco, California	$622M	+$32.3M	5	0.14%	Increased
8	Glenview Capital Management New York	$618M	-$224M	1	3.48%	Reduced
9	Primecap Management Pasadena, California	$546M	-$1.59M	1	0.56%	Reduced
10	Boston Partners Boston, Massachusetts	$537M	+$308M	2	0.77%	Increased
11	Massachusetts Financial Services Boston, Massachusetts	$501M	-$5.94M	2	0.27%	Reduced
12	Bank of New York Mellon New York	$464M	-$25M	5	0.14%	Reduced
13	Ameriprise Minneapolis, Minnesota	$457M	+$178M	4	0.27%	Increased
14	Norges Bank Oslo, Norway	$456M	-$170M	4	0.23%	Reduced
15	Northern Trust Chicago, Illinois	$443M	-$85.7M	5	0.15%	Reduced
16	Morgan Stanley New York	$409M	-$4.19M	5	0.15%	Reduced
17	Bank of America Charlotte, North Carolina	$400M	+$71.2M	5	0.09%	Increased
18	AIG American International Group New York	$346M	+$344M	5	1.42%	Increased
19	JP Morgan Chase New York	$344M	-$36.6M	4	0.09%	Reduced
20	Invesco Atlanta, Georgia	$339M	+$12.6M	5	0.14%	Increased
21	BlackRock Group London, United Kingdom	$310M	+$11.3M	5	0.17%	Increased
22	Allianz Asset Management Munich, Germany	$293M	-$31.5M	4	0.33%	Reduced
23	Dimensional Fund Advisors Austin, Texas	$284M	+$25.9M	4	0.18%	Increased
24	Franklin Resources San Mateo, California	$258M	-$93.2M	2	0.13%	Reduced
25	Wells Fargo San Francisco, California	$257M	-$28.4M	5	0.1%	Reduced