← 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
3276	GPI General Partner Inc Pittsburgh, Pennsylvania	$112K	$0	1	0.06%	Maintained
3277	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$112K	+$8.1K	3	0.01%	Increased
3278	T Tidemark San Diego, California	$111K	-$4.73K	3	0.03%	Reduced
3279	SM Skaana Management Brooklyn, New York	$111K	+$82.9K	1	0.02%	New
3280	BFS Bare Financial Services Gap, Pennsylvania	$111K	+$37K	5	0.03%	Increased
3281	VWA Valued Wealth Advisors Holladay, Utah	$109K	+$8.4K	3	0.04%	Increased
3282	SIG Brokerage New York	$108K	-$27.2K	1	0%	Reduced
3283	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$107K	+$93	2	0.05%	Increased
3284	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$106K	+$27.7K	2	0.02%	Increased
3285	HFG Harborfront Financial Group Ludington, Michigan	$106K	+$95.7K	2	0.4%	New
3286	FC Fairscale Capital Nashua, New Hampshire	$105K	$0	1	0.06%	Maintained
3287	HFS Horizon Financial Services Winston Salem, North Carolina	$103K	+$15.7K	2	0.04%	Increased
3288	TWM Tripletail Wealth Management Orlando, Florida	$103K	-$22.6K	2	0.12%	Reduced
3289	Chilton Capital Management Houston, Texas	$102K	+$87.9K	3	0%	Increased
3290	NAC NI Acquisitions Company Lemoyne, Pennsylvania	$101K	+$255K	1	0.04%	New
3291	WAS Winch Advisory Services Appleton, Wisconsin	$101K	+$6.06K	3	0.02%	Increased
3292	PWA Principia Wealth Advisory Dallas, Texas	$99.6K	-$67.9K	3	0.05%	Reduced
3293	CPA Compass Planning Associates Greenfield, Massachusetts	$99.4K	+$74.4K	1	0.05%	New
3294	CFGW Chancellor Financial Group WB Wilkes-Barre, Pennsylvania	$98.9K	$0	1	0.06%	Maintained
3295	HIA Highland Investment Advisors Ponte Vedra, Florida	$98.4K	+$93.2K	1	0.04%	New
3296	KTC Kentucky Trust Company Danville, Kentucky	$98K	$0	1	0.05%	Maintained
3297	AFC Ares Financial Consulting Calabasas, California	$97.3K	+$3.89K	3	0.07%	Increased
3298	CG Clarus Group Houston, Texas	$96.6K	+$66.7K	1	0.03%	New
3299	TFA Toth Financial Advisory Leesburg, Virginia	$96.5K	+$21.1K	3	0.01%	Increased
3300	AI ArchPoint Investors Coral Gables, Florida	$96.2K	+$66.4K	1	0.02%	New