← 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
3376	PWM Peterson Wealth Management Sparks, Nevada	$37.3K	+$32.6K	2	0.02%	New
3377	W WealthCollab Bellevue, Washington	$37.2K	$0	3	0.01%	Maintained
3378	IAS IMA Advisory Services Denver, Colorado	$37K	-$20.9K	2	0%	Reduced
3379	DF DecisionPoint Financial Mesa, Arizona	$36.3K	+$2.49K	5	0.01%	Increased
3380	ITG Index Technologies Group New York	$35.9K	+$39K	1	0.03%	New
3381	DF Downshift Financial Boulder, Colorado	$35.9K	+$34.2K	2	0.02%	New
3382	GWM Gilpin Wealth Management Denver, Colorado	$35.9K	+$9.13K	2	0.02%	Increased
3383	NF Napier Financial Braintree, Massachusetts	$35.8K	-$2.42K	1	0.01%	Reduced
3384	UIA Ulland Investment Advisors Minneapolis, Minnesota	$35K	$0	1	0.03%	Maintained
3385	DCM Dorato Capital Management Denver, Colorado	$34.2K	$0	1	0.02%	Maintained
3386	Manning & Napier Advisors Fairport, New York	$34.2K	-$4K	2	0%	Reduced
3387	RCM Raleigh Capital Management Cary, North Carolina	$34K	+$18.7K	2	0.01%	Increased
3388	Stonehage Fleming Financial Services St. Helier, Jersey	$33.9K	$0	1	0%	Maintained
3389	TIAAOA Teachers Insurance & Annuity Association of America New York	$32.4K	+$24.3K	1	0.04%	New
3390	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$30.5K	$0	2	0.02%	Maintained
3391	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$29.9K	+$12.1K	3	0.01%	Increased
3392	BG Bollard Group Boston, Massachusetts	$29K	+$27.8K	1	0%	New
3393	CIAS CBIZ Investment Advisory Services Independence, Ohio	$28.6K	$0	1	0%	Maintained
3394	PP PFS Partners Mine Hill, New Jersey	$28.1K	+$403	2	0.01%	Increased
3395	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$28K	-$35K	1	0%	Reduced
3396	S Sachetta Lynnfield, Massachusetts	$27.7K	-$36.2K	1	0.01%	Reduced
3397	FA Fedenia Advisers Madison, Wisconsin	$27.6K	+$30K	1	0.01%	New
3398	LPC Lineage Point Capital Palm Beach, Florida	$26.9K	+$83.8K	1	0.01%	New
3399	1NWS 1 North Wealth Services Annapolis, Maryland	$26.8K	+$8.06K	1	0.01%	Increased
3400	KFG Kingdom Financial Group Peoria, Arizona	$26.6K	-$169K	3	0.01%	Reduced