← 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	BlackRock New York	$3.71B	+$215M	6	0.18%	Increased
2	Vanguard Group Malvern, Pennsylvania	$3.51B	+$52M	6	0.15%	Increased
3	Wellington Management Group Boston, Massachusetts	$1.71B	+$117M	5	0.45%	Increased
4	State Street Boston, Massachusetts	$1.71B	-$34M	6	0.15%	Reduced
5	Massachusetts Financial Services Boston, Massachusetts	$1.4B	-$8.47M	2	0.67%	Reduced
6	JP Morgan Chase New York	$1.32B	+$264M	5	0.31%	Increased
7	Bank of America Charlotte, North Carolina	$847M	+$175M	7	0.15%	Increased
8	Norges Bank Oslo, Norway	$788M	-$34.3M	4	0.28%	Reduced
9	Boston Partners Boston, Massachusetts	$737M	+$129M	3	1.46%	Increased
10	Fidelity Investments Boston, Massachusetts	$716M	+$152M	5	0.1%	Increased
11	Ameriprise Minneapolis, Minnesota	$642M	+$185M	5	0.34%	Increased
12	Primecap Management Pasadena, California	$629M	-$19.4M	1	0.62%	Reduced
13	Bank of New York Mellon New York	$616M	+$95.3M	6	0.2%	Increased
14	Invesco Atlanta, Georgia	$596M	-$93.7M	6	0.25%	Reduced
15	Geode Capital Management Boston, Massachusetts	$595M	+$28M	6	0.16%	Increased
16	Northern Trust Chicago, Illinois	$566M	-$19.8M	6	0.16%	Reduced
17	Wells Fargo San Francisco, California	$543M	-$108M	6	0.19%	Reduced
18	Nuveen Charlotte, North Carolina	$500M	+$96.8M	5	0.24%	Increased
19	Victory Capital Management San Antonio, Texas	$486M	-$41.7M	6	0.81%	Reduced
20	Dimensional Fund Advisors Austin, Texas	$470M	-$5.88M	5	0.25%	Reduced
21	Franklin Resources San Mateo, California	$397M	-$38.9M	4	0.26%	Reduced
22	AllianceBernstein Nashville, Tennessee	$354M	+$65M	5	0.25%	Increased
23	Charles Schwab San Francisco, California	$343M	+$20.3M	6	0.2%	Increased
24	Legal & General Group London, United Kingdom	$294M	+$4.65M	5	0.17%	Increased
25	Fiduciary Management Inc Milwaukee, Wisconsin	$272M	+$129M	1	2.37%	Increased