← 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	$2.34B	+$14.3M	3	0.62%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.04B	+$52.1M	5	0.13%	Increased
3	State Street Boston, Massachusetts	$1.35B	+$15M	5	0.15%	Increased
4	BlackRock Institutional Trust San Francisco, California	$943M	+$2.07M	5	0.16%	Increased
5	Fidelity Investments Boston, Massachusetts	$867M	-$69.4M	3	0.12%	Reduced
6	Capital Research Global Investors Los Angeles, California	$859M	+$49.9M	2	0.3%	Increased
7	BlackRock Fund Advisors San Francisco, California	$786M	+$58.7M	5	0.18%	Increased
8	Boston Partners Boston, Massachusetts	$698M	+$105M	2	1.03%	Increased
9	Massachusetts Financial Services Boston, Massachusetts	$688M	+$80.6M	2	0.36%	Increased
10	Primecap Management Pasadena, California	$616M	+$25.4M	1	0.64%	Increased
11	Glenview Capital Management New York	$579M	-$76.1M	1	4.23%	Reduced
12	Norges Bank Oslo, Norway	$576M	+$35.1M	4	0.28%	Increased
13	Northern Trust Chicago, Illinois	$552M	+$27.6M	5	0.18%	Increased
14	Bank of New York Mellon New York	$532M	-$14.9M	5	0.16%	Reduced
15	Ameriprise Minneapolis, Minnesota	$455M	-$82.1M	4	0.27%	Reduced
16	Bank of America Charlotte, North Carolina	$449M	-$21.5M	5	0.11%	Reduced
17	AIG American International Group New York	$442M	+$23.6M	5	1.73%	Increased
18	JP Morgan Chase New York	$437M	+$26.5M	5	0.11%	Increased
19	Invesco Atlanta, Georgia	$380M	+$2.08M	5	0.15%	Increased
20	Dimensional Fund Advisors Austin, Texas	$355M	+$23.8M	5	0.21%	Increased
21	Lazard Asset Management New York	$347M	+$211M	1	0.76%	Increased
22	BlackRock Group London, United Kingdom	$340M	-$21.9M	5	0.18%	Reduced
23	Morgan Stanley New York	$335M	-$132M	5	0.13%	Reduced
24	Wells Fargo San Francisco, California	$325M	+$20.8M	5	0.13%	Increased
25	AllianceBernstein Nashville, Tennessee	$320M	+$81.4M	4	0.27%	Increased