← 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
3251	AG AmeriFlex Group Las Vegas, Nevada	$150K	+$5.02K	2	0.06%	Increased
3252	TMC Themes Management Co Greenwich, Connecticut	$145K	-$12.6K	1	0.1%	Reduced
3253	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$143K	+$108K	2	0.11%	New
3254	LM Luminus Management Houston, Texas	$142K	+$98K	1	0.1%	New
3255	KA Kozak & Associates Highlands Ranch, Colorado	$141K	$0	2	0.02%	Maintained
3256	MI Markowski Investments Tampa, Florida	$141K	+$127K	4	0.03%	New
3257	EC Elequin Capital New York	$141K	-$148K	3	0%	Reduced
3258	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$141K	-$58.9K	1	0.09%	Reduced
3259	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$139K	+$40.7K	3	0.1%	Increased
3260	ECA Elevated Capital Advisors Sandy, Utah	$138K	-$2.02K	1	0.04%	Reduced
3261	MEAC M.E. Allison & Co San Antonio, Texas	$137K	+$94.8K	1	0.08%	New
3262	AT Arlington Trust Birmingham, Alabama	$135K	+$51.1K	2	0.01%	Increased
3263	CG Curat Global Springfield, New Hampshire	$135K	$0	1	0.11%	Maintained
3264	DIP DT Investment Partners Chadds Ford, Pennsylvania	$131K	$0	2	0.01%	Maintained
3265	FFA Frazier Financial Advisors Columbus, Ohio	$130K	-$23.4K	3	0.07%	Reduced
3266	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$129K	$0	2	0.02%	Maintained
3267	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$129K	-$1.19K	1	0.06%	Reduced
3268	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$128K	$0	1	0.02%	Maintained
3269	APA Astoria Portfolio Advisors New York	$127K	+$88K	1	0.02%	New
3270	MWM Mascoma Wealth Management Hanover, New Hampshire	$127K	+$429	2	0.02%	Increased
3271	CB Centennial Bank Conway, Arkansas	$121K	$0	1	0.04%	Maintained
3272	RG RHL Group Holly, Michigan	$121K	-$4.44K	1	0.1%	Reduced
3273	BAM Byrne Asset Management Kingston, New Jersey	$120K	+$85.6K	2	0.06%	New
3274	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$118K	$0	1	0.06%	Maintained
3275	BTC Bank & Trust Company Litchfield, Illinois	$117K	$0	1	0.07%	Maintained