← 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
3401	ACM Accent Capital Management Centerville, Ohio	$26.5K	+$13.9K	2	0.01%	New
3402	AP Aspect Partners Fairfax, Virginia	$26.4K	-$2.74K	2	0.01%	Reduced
3403	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$26.3K	$0	1	0.01%	Maintained
3404	HI Hoey Investments Coatesville, Pennsylvania	$26.1K	$0	2	0%	Maintained
3405	PJC Phillip James Consulting Plymouth, Minnesota	$26K	$0	1	0.02%	Maintained
3406	AW Ankerstar Wealth Leander, Texas	$25.6K	+$23.8K	1	0.02%	New
3407	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$25.4K	+$778	2	0.02%	Increased
3408	GIM Gold Investment Management Edmonton, Alberta, Canada	$25.1K	$0	1	0.01%	Maintained
3409	AIM Access Investment Management Atlanta, Georgia	$23.4K	$0	1	0.01%	Maintained
3410	LAM Lummis Asset Management Fort Worth, Texas	$23.4K	+$2.82K	1	0.01%	Increased
3411	VWM Valley Wealth Managers Paramus, New Jersey	$23K	$0	1	0%	Maintained
3412	HIA HFM Investment Advisors Glassboro, New Jersey	$22.5K	+$6.66K	4	0.01%	Increased
3413	RQS Ramsey Quantitative Systems Louisville, Kentucky	$21.6K	+$9.74K	1	0.02%	New
3414	MS Monetary Solutions Dayton, Ohio	$21.3K	$0	1	0.02%	Maintained
3415	MO McMillan Office St. Clair Shores, Michigan	$21.1K	$0	2	0%	Maintained
3416	LAMC Longview Asset Management (California) San Rafael, California	$20.9K	$0	1	0.01%	Maintained
3417	PS Planning Strategies Lancaster, Pennsylvania	$20.8K	+$17.7K	3	0.01%	New
3418	PP Pacifica Partners Surrey, Canada	$20.7K	$0	1	0.01%	Maintained
3419	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$20.7K	-$1.51K	3	0.01%	Reduced
3420	BH Burk Holdings Tulsa, Oklahoma	$19.7K	$0	2	0.01%	Maintained
3421	IWM IMG Wealth Management Jacksonville, Florida	$19K	+$3.62K	3	0.01%	Increased
3422	BA Bard Associates Chicago, Illinois	$18.4K	+$10.7K	3	0%	Increased
3423	BCH Berkshire Capital Holdings San Jose, California	$18.1K	$0	2	0%	Maintained
3424	CMP Coston McIsaac & Partners Bar Harbor, Maine	$18K	$0	2	0%	Maintained
3425	OAJ Ogorek Anthony Joseph Williamsville, New York	$18K	-$2.55K	3	0%	Reduced