← 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
126	SAM Scopus Asset Management New York	$34.1M	+$30.1M	1	0.58%	New
127	Barclays London, United Kingdom	$33.4M	-$2.58M	4	0.05%	Reduced
128	JCM Janney Capital Management Pittsburgh, Pennsylvania	$33.3M	+$2.03M	1	1.79%	Increased
129	BA Boston Advisors Boston, Massachusetts	$33.2M	+$11.5M	1	0.82%	Increased
130	Gotham Asset Management New York	$32.6M	-$5.51M	2	0.37%	Reduced
131	SFM Systematic Financial Management Teaneck, New Jersey	$32.4M	+$28.5M	2	0.41%	New
132	KeyBank National Association Cleveland, Ohio	$32.1M	-$3.18M	2	0.21%	Reduced
133	CC Carlson Capital Dallas, Texas	$31.7M	-$5.52M	1	0.38%	Reduced
134	Calamos Advisors Naperville, Illinois	$31.2M	+$169K	1	0.21%	Increased
135	TGI Tradewinds Global Investors Los Angeles, California	$30.4M	-$11.1M	1	1.84%	Reduced
136	Davenport & Co Richmond, Virginia	$30.3M	+$782K	1	0.48%	Increased
137	Tocqueville Asset Management New York	$30.2M	-$6.5M	2	0.4%	Reduced
138	Zacks Investment Management Chicago, Illinois	$29.5M	+$3.46M	1	0.93%	Increased
139	Nuveen Charlotte, North Carolina	$28.5M	-$2.77M	1	0.15%	Reduced
140	Haverford Trust Company Radnor, Pennsylvania	$28.2M	-$33.2M	1	0.74%	Reduced
141	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$27.7M	+$9.77M	2	0.07%	Increased
142	Point72 Asset Management Stamford, Connecticut	$27.6M	+$24.4M	1	0.21%	New
143	Stifel Financial St. Louis, Missouri	$27.5M	-$11.2M	3	0.15%	Reduced
144	SIM Sadoff Investment Management Milwaukee, Wisconsin	$26.7M	-$135K	1	3.23%	Reduced
145	Obermeyer Wealth Partners Aspen, Colorado	$26.3M	+$52.8K	1	2.43%	Increased
146	Canada Life Winnipeg, Manitoba, Canada	$26.2M	+$2.04M	4	0.09%	Increased
147	BNP Paribas Financial Markets Paris, France	$25.2M	+$623K	4	0.11%	Increased
148	Baird Financial Group Milwaukee, Wisconsin	$25M	+$15.4M	2	0.24%	Increased
149	TC Towle & Co Denver, Colorado	$24.8M	+$199K	1	4.91%	Increased
150	Capital International Los Angeles, California	$24.7M	$0	1	1.6%	Maintained