← 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
3351	UFPG United Financial Planning Group Hauppauge, New York	$56.6K	+$23.5K	3	0.03%	Increased
3352	SIM Synergy Investment Management Altamonte Springs, Florida	$56.1K	+$45.3K	2	0.01%	Increased
3353	EA Evolution Advisers Richmond, Virginia	$55K	+$2.31K	2	0.02%	Increased
3354	RWM Raffa Wealth Management Washington, District of Columbia	$54.8K	+$10.5K	5	0.01%	Increased
3355	MLA MB, Levis & Associates Center Valley, Pennsylvania	$54.1K	+$11.5K	2	0.02%	Increased
3356	MAM Marquette Asset Management Minneapolis, Minnesota	$53.2K	-$856	4	0.01%	Reduced
3357	PWM Proathlete Wealth Management Boca Raton, Florida	$52.2K	+$730	2	0.01%	Increased
3358	SSG Summit Securities Group New York	$52.1K	+$3.84K	2	0.01%	Increased
3359	MAM Morse Asset Management Darien, Connecticut	$51.1K	$0	1	0.01%	Maintained
3360	BGA Battery Global Advisors Boston, Massachusetts	$50.7K	$0	1	0.03%	Maintained
3361	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$49.7K	+$14.9K	4	0.01%	Increased
3362	BWS Buck Wealth Strategies Denver, Colorado	$49.2K	+$41.9K	4	0.01%	New
3363	VWM Vermillion Wealth Management Rosemount, Minnesota	$48.2K	-$18.9K	1	0.01%	Reduced
3364	TM Torren Management San Diego, California	$47.6K	$0	2	0.02%	Maintained
3365	RPA Redwood Park Advisors Redwood City, California	$47.3K	$0	1	0.03%	Maintained
3366	HFS Hughes Financial Services Herndon, Virginia	$47K	+$15.8K	6	0.01%	Increased
3367	WFA West Financial Advisors Des Moines, Iowa	$45.6K	$0	1	0.01%	Maintained
3368	IRAG Investment Research & Advisory Group Atlanta, Georgia	$44.3K	$0	1	0.01%	Maintained
3369	MMCM Murphy & Mullick Capital Management Smithtown, New York	$43.5K	$0	1	0.03%	Maintained
3370	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$41K	+$24K	3	0.01%	Increased
3371	POIA Pin Oak Investment Advisors Houston, Texas	$40K	+$19K	2	0.03%	Increased
3372	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$39.5K	+$15.6K	3	0.02%	Increased
3373	BCM Boreal Capital Management Miami, Florida	$39.2K	$0	1	0.03%	Maintained
3374	BFPW BOK Financial Private Wealth Denver, Colorado	$37.9K	+$33K	2	0%	Increased
3375	GCM Gunpowder Capital Management Towson, Maryland	$37.5K	$0	1	0.03%	Maintained