← 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	$2.36B	+$10.6M	3	0.59%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.35B	+$60M	5	0.14%	Increased
3	State Street Boston, Massachusetts	$1.52B	+$66.5M	5	0.15%	Increased
4	BlackRock Institutional Trust San Francisco, California	$1.05B	+$11.9M	5	0.16%	Increased
5	Fidelity Investments Boston, Massachusetts	$965M	-$20M	4	0.13%	Reduced
6	BlackRock Fund Advisors San Francisco, California	$880M	-$46.2M	5	0.18%	Reduced
7	Capital Research Global Investors Los Angeles, California	$789M	-$28.2M	1	0.26%	Reduced
8	Massachusetts Financial Services Boston, Massachusetts	$756M	+$12.9M	2	0.37%	Increased
9	Primecap Management Pasadena, California	$693M	-$3.81M	1	0.69%	Reduced
10	Norges Bank Oslo, Norway	$678M	+$87M	4	0.32%	Increased
11	Boston Partners Boston, Massachusetts	$669M	-$85.8M	2	0.94%	Reduced
12	Bank of New York Mellon New York	$547M	-$9.18M	5	0.16%	Reduced
13	Northern Trust Chicago, Illinois	$539M	-$49.7M	5	0.17%	Reduced
14	Glenview Capital Management New York	$531M	-$116M	1	3.8%	Reduced
15	AIG American International Group New York	$516M	+$28.2M	4	2.05%	Increased
16	Bank of America Charlotte, North Carolina	$513M	-$19.4M	5	0.11%	Reduced
17	JP Morgan Chase New York	$445M	-$50M	4	0.11%	Reduced
18	Dimensional Fund Advisors Austin, Texas	$441M	+$21.2M	5	0.24%	Increased
19	Wells Fargo San Francisco, California	$384M	+$21.2M	5	0.14%	Increased
20	AllianceBernstein Nashville, Tennessee	$384M	+$20M	4	0.32%	Increased
21	Janus Henderson Investors US Denver, Colorado	$378M	+$192M	2	0.32%	Increased
22	Ameriprise Minneapolis, Minnesota	$377M	-$36.2M	4	0.21%	Reduced
23	Lazard Asset Management New York	$349M	+$15.1M	2	0.69%	Increased
24	BlackRock Group London, United Kingdom	$344M	-$34.4M	4	0.17%	Reduced
25	Morgan Stanley New York	$341M	-$33M	5	0.12%	Reduced