← 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
3326	MFP Meramec Financial Planners Saint Louis, Missouri	$77.5K	+$25.4K	3	0.03%	Increased
3327	FB Finward Bancorp Munster, Indiana	$77.4K	$0	1	0.06%	Maintained
3328	FLP Financial Life Planners Tempe, Arizona	$77.2K	+$14.5K	1	0.05%	Increased
3329	DF Dunhill Financial London, United Kingdom	$76.6K	+$7.84K	3	0.02%	Increased
3330	NECFA New England Capital Financial Advisors Meriden, Connecticut	$75.2K	+$3.03K	2	0.02%	Increased
3331	GF GGM Financials Columbus, Ohio	$74.2K	$0	1	0.03%	Maintained
3332	CCMI Creative Capital Management Investments San Diego, California	$72.9K	+$25.2K	5	0.02%	Increased
3333	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$72.6K	$0	2	0.06%	Maintained
3334	WCM Westend Capital Management Sausalito, California	$70.7K	$0	1	0.02%	Maintained
3335	AWM Activest Wealth Management Aventure, Florida	$70.4K	-$165K	5	0.01%	Reduced
3336	P Palladiem Bryn Mawr, Pennsylvania	$70.2K	+$2.02K	1	0.07%	Increased
3337	KAS Kemnay Advisory Services New York	$69.2K	-$133K	3	0.01%	Reduced
3338	HNW High Note Wealth Deephaven, Minnesota	$69.2K	+$7.43K	4	0.01%	Increased
3339	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$67K	$0	4	0.01%	Maintained
3340	TIAA Trust, National Association Charlotte, North Carolina	$66.9K	-$693K	1	0%	Reduced
3341	FNWA Financial Network Wealth Advisors Murray, Utah	$66.5K	+$13.1K	4	0.07%	Increased
3342	SA Strategic Advocates Logan, Utah	$63.6K	+$13.5K	1	0.25%	Increased
3343	FFC First Financial Corp Terre Haute, Indiana	$61.8K	$0	1	0.02%	Maintained
3344	CSB City State Bank Norwalk, Iowa	$61.3K	+$6.31K	2	0.01%	Increased
3345	CFM Cornerstone Financial Management Burlington, Massachusetts	$60.7K	+$24.6K	6	0.05%	Increased
3346	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$60.6K	+$60.5K	1	0.01%	New
3347	LF LifeSteps Financial Claremont, California	$59.2K	+$57.3K	3	0.03%	New
3348	WA Walsh & Associates Sarasota, Florida	$58.5K	+$55.2K	1	0.05%	New
3349	CWA Cura Wealth Advisors Chicago, Illinois	$57.4K	+$42.9K	1	0.02%	New
3350	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$57.1K	+$16.9K	1	0.01%	Increased