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
| $5.17B | +$29.8M | 6 | 0.19% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $4.6B | -$90M | 6 | 0.15% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $2.58B | +$273M | 6 | 0.43% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $2.26B | -$109M | 3 | 0.47% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $2.24B | -$7.11M | 6 | 0.15% | Reduced |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.99B | +$23.3M | 3 | 0.72% | Increased |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $1.24B | +$99.2M | 6 | 0.17% | Increased |
|
| 8 |
Norges Bank
Oslo,
Norway
| $1.08B | +$18.4M | 5 | 0.29% | Increased |
|
| 9 |
Ameriprise
Minneapolis,
Minnesota
| $1.04B | -$51.7M | 5 | 0.42% | Reduced |
|
| 10 |
Boston Partners
Boston,
Massachusetts
| $928M | -$57.5M | 3 | 1.69% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $910M | -$52.7M | 6 | 0.22% | Reduced |
|
| 12 |
Fidelity Investments
Boston,
Massachusetts
| $862M | -$45.1M | 6 | 0.09% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $829M | +$2.05M | 6 | 0.28% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $788M | +$15.9M | 6 | 0.17% | Increased |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $783M | -$5.53M | 6 | 0.15% | Reduced |
|
| 16 |
Primecap Management
Pasadena,
California
| $773M | -$32.8M | 1 | 0.64% | Reduced |
|
| 17 |
Wells Fargo
San Francisco,
California
| $650M | +$9.68M | 7 | 0.18% | Increased |
|
| 18 |
Charles Schwab
San Francisco,
California
| $638M | +$12.7M | 6 | 0.29% | Increased |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $633M | +$6.65M | 5 | 0.27% | Increased |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $619M | -$49.6M | 5 | 0.24% | Reduced |
|
| 21 |
Victory Capital Management
San Antonio,
Texas
| $516M | -$14.7M | 6 | 0.66% | Reduced |
|
| 22 |
AllianceBernstein
Nashville,
Tennessee
| $509M | -$13.8M | 6 | 0.27% | Reduced |
|
| 23 |
Franklin Resources
San Mateo,
California
| $497M | -$66.2M | 4 | 0.24% | Reduced |
|
| 24 |
Goldman Sachs
New York
| $422M | +$19M | 6 | 0.12% | Increased |
|
| 25 |
T. Rowe Price Associates
Baltimore,
Maryland
| $376M | +$34M | 5 | 0.04% | Increased |
|