← 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
3301	CA Centerpoint Advisors Needham, Massachusetts	$96K	$0	1	0.03%	Maintained
3302	SR Syntax Research Boca Raton, Florida	$95.9K	$0	1	0.07%	Maintained
3303	HIMS Hager Investment Management Services New London, New Hampshire	$94.1K	+$6.76K	3	0.04%	Increased
3304	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$94K	-$341K	1	0.29%	Reduced
3305	CCC Chelsea Counsel Company Los Angeles, California	$93.7K	$0	1	0.04%	Maintained
3306	MGI Miller Global Investments Dallas, Texas	$92K	+$17.3K	1	0.08%	Increased
3307	GSEP Golden State Equity Partners South Coast Metro, California	$91.8K	-$1.72M	2	0.25%	Reduced
3308	HA Harbor Advisors West Palm Beach, Florida	$91.6K	+$63.2K	1	0.01%	New
3309	MWA Medallion Wealth Advisors Farmington, Connecticut	$90.4K	+$59K	2	0.03%	Increased
3310	SWA SOA Wealth Advisors New York	$88K	+$3.71M	1	0.01%	Increased
3311	CHC City Holding Co Charleston, West Virginia	$87.8K	+$7.66K	1	0.01%	Increased
3312	VL Vima LLC Troy, Michigan	$85.8K	+$80.1K	2	0.08%	New
3313	AWM Abound Wealth Management Franklin, Tennessee	$85.6K	-$20.9K	4	0.02%	Reduced
3314	LC Lavaca Capital Houston, Texas	$85.2K	$0	1	0.01%	Maintained
3315	MFS Montgomery Financial Services Ocean City, Maryland	$85.2K	+$80.7K	1	0.07%	New
3316	APW Allied Private Wealth Boca Raton, Florida	$85.2K	+$86.2K	3	0.05%	New
3317	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$83.6K	$0	4	0.01%	Maintained
3318	TCM TD Capital Management Memphis, Tennessee	$83.4K	-$5.67K	3	0.01%	Reduced
3319	JDLA J. Derek Lewis & Associates Newport Beach, California	$82.8K	-$25.8K	1	0.02%	Reduced
3320	MSG Main Street Group Glen Allen, Virginia	$82K	-$22.5K	2	0.02%	Reduced
3321	TCM Triumph Capital Management Denver, Colorado	$81.4K	+$11K	6	0.01%	Increased
3322	FGA Fortis Group Advisors Westwood, New Jersey	$80.5K	$0	1	0.01%	Maintained
3323	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$80.4K	+$60.1K	1	0.02%	New
3324	PFM Premier Fund Managers Guildford, United Kingdom	$79K	+$71.4K	1	0.01%	New
3325	BW Basepoint Wealth Cedar Rapids, Iowa	$78.6K	$0	1	0.05%	Maintained