← 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	$2.65B	+$229M	4	0.66%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.47B	+$45.1M	5	0.14%	Increased
3	State Street Boston, Massachusetts	$1.63B	+$69.7M	5	0.15%	Increased
4	BlackRock Institutional Trust San Francisco, California	$1.03B	-$46.9M	5	0.15%	Reduced
5	BlackRock Fund Advisors San Francisco, California	$989M	+$74.3M	5	0.18%	Increased
6	Fidelity Investments Boston, Massachusetts	$867M	-$116M	4	0.12%	Reduced
7	Boston Partners Boston, Massachusetts	$825M	+$117M	2	1.09%	Increased
8	Capital Research Global Investors Los Angeles, California	$774M	-$57.7M	1	0.25%	Reduced
9	Primecap Management Pasadena, California	$742M	+$10.2M	1	0.73%	Increased
10	Massachusetts Financial Services Boston, Massachusetts	$682M	-$87.6M	2	0.33%	Reduced
11	Norges Bank Oslo, Norway	$662M	-$77.2M	4	0.29%	Reduced
12	Bank of New York Mellon New York	$613M	+$49.3M	5	0.18%	Increased
13	Bank of America Charlotte, North Carolina	$557M	+$21.4M	5	0.12%	Increased
14	Northern Trust Chicago, Illinois	$541M	-$13.6M	5	0.17%	Reduced
15	Glenview Capital Management New York	$534M	-$25.5M	1	3.61%	Reduced
16	Invesco Atlanta, Georgia	$492M	+$186M	5	0.17%	Increased
17	Wells Fargo San Francisco, California	$480M	+$83.1M	5	0.17%	Increased
18	Janus Henderson Investors US Denver, Colorado	$467M	+$68M	2	0.39%	Increased
19	Dimensional Fund Advisors Austin, Texas	$465M	+$193K	5	0.23%	Increased
20	AllianceBernstein Nashville, Tennessee	$464M	+$65.1M	4	0.39%	Increased
21	JP Morgan Chase New York	$456M	-$4.64M	5	0.11%	Reduced
22	BlackRock Group London, United Kingdom	$380M	+$25.2M	4	0.18%	Increased
23	Lazard Asset Management New York	$376M	+$18.4M	2	0.77%	Increased
24	Morgan Stanley New York	$372M	+$21.3M	5	0.12%	Increased
25	Goldman Sachs New York	$362M	+$105M	5	0.1%	Increased