← 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
3226	TWD True Wealth Design Akron, Ohio	$172K	+$16.5K	5	0.04%	Increased
3227	USB Union Savings Bank Litchfield, Connecticut	$172K	$0	1	0.07%	Maintained
3228	Belvedere Trading Chicago, Illinois	$171K	+$36.5K	2	0%	Increased
3229	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$170K	+$161K	1	0.08%	New
3230	GCM Gladstone Capital Management London, United Kingdom	$170K	+$161K	1	0.02%	New
3231	BHWM Beaird Harris Wealth Management Dallas, Texas	$168K	+$36.7K	3	0.01%	Increased
3232	BW Bravera Wealth Bismarck, North Dakota	$168K	-$3.23K	2	0.06%	Reduced
3233	GFA Godfrey Financial Associates Glenmont, New York	$168K	$0	1	0.13%	Maintained
3234	EWM Evolution Wealth Management Fort Myers, Florida	$167K	+$10.7K	2	0.1%	Increased
3235	CAM Costello Asset Management Feasterville, Pennsylvania	$166K	$0	1	0.05%	Maintained
3236	BIA BHK Investment Advisors Birmingham, Alabama	$166K	+$173K	1	0.05%	New
3237	KB Kimelman & Baird New York	$165K	$0	1	0.01%	Maintained
3238	LWM Lodestone Wealth Management Spokane, Washington	$165K	+$40.4K	3	0.06%	Increased
3239	SC Solstein Capital Menlo Park, California	$164K	$0	2	0.06%	Maintained
3240	DeepCurrents Investment Group New York	$164K	+$123K	1	0.01%	New
3241	PB Prosperity Bancshares Houston, Texas	$164K	-$962	2	0.11%	Reduced
3242	QL Quarry LP New York	$164K	+$132K	10	0.01%	Increased
3243	HCA Heck Capital Advisors Rhinelander, Wisconsin	$164K	+$137K	1	0.01%	New
3244	LCM LuminArx Capital Management New York	$160K	+$121K	1	0.07%	New
3245	FIM FWL Investment Management Dallas, Texas	$158K	-$1.79K	2	0.03%	Reduced
3246	CIS Custom Index Systems New York	$156K	+$153K	2	0.06%	New
3247	CIM Contravisory Investment Management Norwell, Massachusetts	$155K	-$32.7K	3	0.03%	Reduced
3248	TC Toews Corporation Northfield, New Jersey	$153K	+$145K	1	0.02%	New
3249	AG AmeriFlex Group Las Vegas, Nevada	$150K	+$5.02K	2	0.06%	Increased
3250	TMC Themes Management Co Greenwich, Connecticut	$145K	-$12.6K	1	0.1%	Reduced