← 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	$2.13B	-$106M	3	0.55%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$2.05B	+$68.2M	5	0.13%	Increased
3	State Street Boston, Massachusetts	$1.31B	+$1.7M	5	0.14%	Increased
4	BlackRock Institutional Trust San Francisco, California	$926M	+$13.2M	5	0.15%	Increased
5	Fidelity Investments Boston, Massachusetts	$876M	+$18.7M	3	0.12%	Increased
6	BlackRock Fund Advisors San Francisco, California	$819M	+$39.8M	5	0.18%	Increased
7	Capital Research Global Investors Los Angeles, California	$709M	-$137M	1	0.24%	Reduced
8	Massachusetts Financial Services Boston, Massachusetts	$673M	+$12.2M	2	0.34%	Increased
9	Boston Partners Boston, Massachusetts	$658M	-$24.9M	2	0.95%	Reduced
10	Primecap Management Pasadena, California	$604M	+$1.55M	1	0.64%	Increased
11	Glenview Capital Management New York	$566M	$0	1	4%	Maintained
12	Norges Bank Oslo, Norway	$562M	+$7.03M	4	0.27%	Increased
13	Northern Trust Chicago, Illinois	$527M	-$12.7M	5	0.17%	Reduced
14	Bank of New York Mellon New York	$498M	-$20.5M	5	0.15%	Reduced
15	Bank of America Charlotte, North Carolina	$472M	+$35.2M	5	0.11%	Increased
16	JP Morgan Chase New York	$443M	+$18.6M	4	0.11%	Increased
17	AIG American International Group New York	$442M	+$20.5M	4	1.86%	Increased
18	Ameriprise Minneapolis, Minnesota	$368M	-$81.4M	4	0.22%	Reduced
19	Dimensional Fund Advisors Austin, Texas	$366M	+$13.8M	5	0.21%	Increased
20	Invesco Atlanta, Georgia	$359M	-$18.6M	5	0.13%	Reduced
21	BlackRock Group London, United Kingdom	$341M	+$13.8M	4	0.18%	Increased
22	Morgan Stanley New York	$337M	+$14.2M	5	0.12%	Increased
23	AllianceBernstein Nashville, Tennessee	$324M	+$14.6M	4	0.28%	Increased
24	Wells Fargo San Francisco, California	$322M	+$4.01M	5	0.12%	Increased
25	Lazard Asset Management New York	$303M	-$28.3M	1	0.64%	Reduced