← 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	Calamos Advisors Naperville, Illinois	$38.5M	+$4.87M	1	0.31%	Increased
127	Panagora Asset Management Boston, Massachusetts	$38.4M	-$24.5K	4	0.18%	Reduced
128	Royce & Associates New York	$37.9M	-$11M	1	0.24%	Reduced
129	Davis Selected Advisers Tucson, Arizona	$37.5M	-$1.47M	1	0.16%	Reduced
130	ALPS Advisors Denver, Colorado	$37.2M	+$3.94M	2	0.27%	Increased
131	NIMC NWQ Investment Management Company Los Angeles, California	$37.1M	+$5.67M	2	0.5%	Increased
132	Columbia Wanger Asset Management Chicago, Illinois	$36.9M	-$4.9M	1	0.52%	Reduced
133	Zacks Investment Management Chicago, Illinois	$36.9M	-$529K	3	1.06%	Reduced
134	SIM Sadoff Investment Management Milwaukee, Wisconsin	$36.4M	+$179K	1	3.74%	Increased
135	Renaissance Technologies New York	$36.2M	-$56.4M	4	0.06%	Reduced
136	SEI Investments Oaks, Pennsylvania	$36.2M	+$15.5M	5	0.18%	Increased
137	Davenport & Co Richmond, Virginia	$35.1M	+$1.12M	1	0.5%	Increased
138	ACI AMP Capital Investors Sydney, Australia	$34.9M	+$1.91M	2	0.21%	Increased
139	Nuveen Charlotte, North Carolina	$34.5M	+$6.68M	2	0.18%	Increased
140	M&T Bank Buffalo, New York	$34.4M	+$22.5M	2	0.21%	Increased
141	PIA Piedmont Investment Advisors Durham, North Carolina	$33.4M	+$336K	1	0.69%	Increased
142	JCM Janney Capital Management Pittsburgh, Pennsylvania	$33.3M	-$1.05M	1	1.53%	Reduced
143	BNP Paribas Financial Markets Paris, France	$33M	+$18.7M	4	0.15%	Increased
144	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$32M	-$503K	1	0.63%	Reduced
145	Haverford Trust Company Radnor, Pennsylvania	$31M	+$228K	1	0.75%	Increased
146	PC Passport Capital San Francisco, California	$30.6M	-$10.2M	1	0.51%	Reduced
147	Fiera Capital (Canada) Montreal, Quebec, Canada	$30M	-$5.33M	2	0.17%	Reduced
148	AAM Ardevora Asset Management London, United Kingdom	$29.7M	-$3.25M	1	1.07%	Reduced
149	KeyBank National Association Cleveland, Ohio	$29.6M	-$1.05M	2	0.18%	Reduced
150	BA Boston Advisors Boston, Massachusetts	$29.6M	-$8.61M	1	0.71%	Reduced