← 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	South Texas Money Management San Antonio, Texas	$43.6M	+$8.35M	2	2.14%	Increased
127	M&T Bank Buffalo, New York	$42.7M	+$1.49M	2	0.25%	Increased
128	Davis Selected Advisers Tucson, Arizona	$41.5M	+$1.6M	1	0.18%	Increased
129	Davenport & Co Richmond, Virginia	$41.4M	+$700K	1	0.55%	Increased
130	SIM Sadoff Investment Management Milwaukee, Wisconsin	$41.3M	+$320K	1	3.92%	Increased
131	NIMC NWQ Investment Management Company Los Angeles, California	$40.3M	+$9.68M	2	0.56%	Increased
132	BNP Paribas Financial Markets Paris, France	$38.8M	-$17.8M	5	0.12%	Reduced
133	GA Glenhill Advisors New York	$38.7M	-$5.44M	1	2.44%	Reduced
134	AAM Ardevora Asset Management London, United Kingdom	$38.1M	+$2.99M	1	1.2%	Increased
135	Aberdeen Asset Management Aberdeen, United Kingdom	$36.9M	+$1.84M	2	0.12%	Increased
136	VOYA Investment Management Atlanta, Georgia	$36.9M	-$1.96M	3	0.08%	Reduced
137	JCM Janney Capital Management Pittsburgh, Pennsylvania	$36.2M	-$932K	1	1.71%	Reduced
138	Haverford Trust Company Radnor, Pennsylvania	$36.1M	-$523K	1	0.79%	Reduced
139	Calamos Advisors Naperville, Illinois	$36.1M	-$2.01M	1	0.27%	Reduced
140	US Bancorp Minneapolis, Minnesota	$35.2M	-$283K	4	0.12%	Reduced
141	STRS Ohio Columbus, Ohio	$34.9M	-$10M	4	0.16%	Reduced
142	Fiera Capital (Canada) Montreal, Quebec, Canada	$34.7M	+$2.94M	1	0.17%	Increased
143	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$34.5M	-$11.6M	1	1.51%	Reduced
144	Clark Capital Management Group Philadelphia, Pennsylvania	$34.1M	+$5.35M	1	1.33%	Increased
145	Silvercrest Asset Management New York	$34.1M	+$787K	1	0.37%	Increased
146	KeyBank National Association Cleveland, Ohio	$33.8M	-$228K	3	0.2%	Reduced
147	Nuveen Charlotte, North Carolina	$32.3M	-$2.8M	1	0.21%	Reduced
148	TC Towle & Co Denver, Colorado	$32.3M	+$1.02M	1	4.06%	Increased
149	Citigroup New York	$31.4M	+$10.5M	6	0.03%	Increased
150	Arrowstreet Capital Boston, Massachusetts	$30.4M	-$59.5M	3	0.09%	Reduced