← 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
3201	FPW Flywheel Private Wealth Los Altos, California	$202K	+$191K	1	0.1%	New
3202	German American Bancorp Jasper, Indiana	$202K	+$192K	1	0.02%	New
3203	JC JM2 Capital Edmond, Oklahoma	$202K	+$191K	1	0.14%	New
3204	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$201K	-$384K	1	0.05%	Reduced
3205	UM Ulysses Management New York	$201K	+$179K	1	0.04%	New
3206	Summit Asset Management Memphis, Tennessee	$201K	+$190K	1	0.03%	New
3207	Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$201K	+$190K	1	0.01%	New
3208	Parkwoods Wealth Partners Syracuse, New York	$201K	+$190K	1	0.03%	New
3209	Werba Rubin Papier Wealth Management San Jose, California	$200K	+$218K	1	0.02%	New
3210	Maple Capital Management Montpelier, Vermont	$200K	+$190K	1	0.01%	New
3211	First Command Advisory Services Fort Worth, Texas	$200K	-$217K	2	0%	Reduced
3212	GWS Greykasell Wealth Strategies Danville, California	$199K	+$87.5K	1	0.07%	Increased
3213	VEA Virtus ETF Advisers New York	$198K	-$48K	1	0.08%	Reduced
3214	EF Entrust Financial Wayne, Pennsylvania	$195K	+$244	2	0.13%	Increased
3215	CRA Financial Services Northfield, New Jersey	$195K	+$184K	1	0.02%	New
3216	CWM Capstone Wealth Management Billings, Montana	$194K	+$170K	1	0.15%	New
3217	WA WPG Advisers Baltimore, Maryland	$194K	+$52.8K	7	0.11%	Increased
3218	CSC Caldwell Sutter Capital Sausalito, California	$193K	+$132K	2	0.07%	Increased
3219	AIM Axiom Investment Management New York	$192K	+$97	2	0.13%	Increased
3220	CI Corient IA Miami, Florida	$187K	$0	1	0.17%	Maintained
3221	WFA WJ Financial Advisors Killingworth, Connecticut	$187K	-$4.43K	1	0.14%	Reduced
3222	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$185K	$0	1	0.06%	Maintained
3223	CYG Clean Yield Group Norwich, Vermont	$180K	$0	1	0.04%	Maintained
3224	DBFM Dickmeyer Boyce Financial Management Fort Wayne, Indiana	$178K	$0	1	0.09%	Maintained
3225	FP Financial Perspectives Minneapolis, Minnesota	$176K	+$9.28K	3	0.04%	Increased