← 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
3426	CWM Consultiva Wealth Management San Juan, Puerto Rico	$17.9K	$0	1	0.04%	Maintained
3427	OCM Osbon Capital Management Boston, Massachusetts	$17.5K	$0	1	0.01%	Maintained
3428	IW Imprint Wealth Mount Pleasant, South Carolina	$17K	-$5.47K	1	0.07%	Reduced
3429	Close Asset Management London, United Kingdom	$17K	+$16K	2	0%	New
3430	FW Fairway Wealth Independence, Ohio	$16.6K	+$8.87K	1	0%	Increased
3431	RTC Riverview Trust Company Vancouver, Washington	$16.6K	-$21.4K	1	0.02%	Reduced
3432	AI Atomic Invest New York	$16.5K	+$403	1	0%	Increased
3433	WestEnd Advisors Charlotte, North Carolina	$16.1K	+$13.4K	3	0%	Increased
3434	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$15.8K	+$1.21K	1	0.01%	Increased
3435	FGC Financial Gravity Companies Lakeway, Texas	$14.9K	+$13.9K	2	0%	New
3436	LFA LGT Financial Advisors Dallas, Texas	$14.9K	$0	1	0.08%	Maintained
3437	IWP IAG Wealth Partners Waukesha, Wisconsin	$13.8K	$0	1	0%	Maintained
3438	LIM Longfellow Investment Management Boston, Massachusetts	$13.2K	$0	1	0%	Maintained
3439	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$13.2K	+$568	2	0.01%	Increased
3440	NWM Navigoe Wealth Management Redondo Beach, California	$13K	+$5.79K	5	0.01%	Increased
3441	ASCM Adkins Seale Capital Management Shreveport, Louisiana	$12.8K	$0	1	0.01%	Maintained
3442	BC Burnham & Co Grand Rapids, Michigan	$12.5K	+$5.65K	1	0.01%	New
3443	NWM Nova Wealth Management Bonita Springs, Florida	$11.6K	$0	1	0.01%	Maintained
3444	AA Addison Advisors Middlebury, Vermont	$11.1K	-$17.7K	1	0.01%	Reduced
3445	HC Hoese & Co Glencoe, Minnesota	$11.1K	$0	1	0.01%	Maintained
3446	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$10.7K	$0	1	0%	Maintained
3447	MAS MPWM Advisory Solutions Alpharetta, Georgia	$10.7K	$0	1	0%	Maintained
3448	RRMM Regatta Research & Money Management Metairie, Louisiana	$10.6K	+$10.1K	1	0.01%	New
3449	AFG Albion Financial Group Salt Lake City, Utah	$8.84K	-$4.03K	2	0%	Reduced
3450	SC Swan Capital Pensacola, Florida	$8.52K	-$19.4K	1	0%	Reduced