← 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
251	Glenmede Investment Management Philadelphia, Pennsylvania	$51.1M	+$44.2M	4	0.26%	New
252	DAM Delta Asset Management Memphis, Tennessee	$50.2M	-$359K	2	4.36%	Reduced
253	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$49.9M	-$2.53M	1	6.02%	Reduced
254	Mackenzie Financial Toronto Ontario, Ontario, Canada	$49.6M	+$6.21M	4	0.06%	Increased
255	Trillium Asset Management Boston, Massachusetts	$49.1M	-$1.83M	1	1.32%	Reduced
256	ProShare Advisors Bethesda, Maryland	$48.8M	+$3.44M	5	0.1%	Increased
257	NewEdge Advisors New Orleans, Louisiana	$48M	+$2.95M	4	0.25%	Increased
258	Sanctuary Advisors Indianapolis, Indiana	$48M	+$766K	3	0.3%	Increased
259	Sequoia Financial Advisors Akron, Ohio	$47.6M	+$19M	4	0.33%	Increased
260	Daiwa Securities Group Tokyo, Japan	$47.5M	+$847K	3	0.18%	Increased
261	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$47M	+$2.32M	2	0.99%	Increased
262	Calamos Advisors Naperville, Illinois	$46.6M	+$3.58M	4	0.18%	Increased
263	Tidal Investments Milwaukee, Wisconsin	$46.4M	-$1.11M	3	0.28%	Reduced
264	Epoch Investment Partners New York	$46.1M	+$1.79M	1	0.24%	Increased
265	NNPTE Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$46M	+$34.7M	1	5.43%	Increased
266	Gateway Investment Advisers Cincinnati, Ohio	$45.5M	-$2.66M	2	0.5%	Reduced
267	Amalgamated Bank New York	$45.5M	-$163K	5	0.35%	Reduced
268	SAM Scopus Asset Management New York	$45.4M	+$18.6M	2	0.76%	Increased
269	Vontobel Holding Zurich, Switzerland	$45.2M	+$2.28M	4	0.14%	Increased
270	Jefferies Financial Group New York	$45.1M	+$26.6M	3	0.38%	Increased
271	ACM Argent Capital Management St Louis, Missouri	$45.1M	+$1.6M	1	1.29%	Increased
272	Moran Wealth Management Naples, Florida	$44.2M	-$668K	3	1.36%	Reduced
273	Gabelli Funds Rye, New York	$44.1M	+$2.91M	4	0.31%	Increased
274	SCM SIR Capital Management New York	$43.8M	-$1.37M	2	3.91%	Reduced
275	Lido Advisors Los Angeles, California	$43.8M	+$6.73M	3	0.17%	Increased