← 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
3451	PNC Point Nemo Capital Dripping Springs, Texas	$8.29K	+$9.01K	1	0%	New
3452	WA Whipplewood Advisors Littleton, Colorado	$8.1K	-$43.5K	1	0.01%	Reduced
3453	QWM Quaker Wealth Management Moorestown, New Jersey	$7.85K	$0	3	0%	Maintained
3454	CC Corsicana & Co Corsicana, Texas	$7.67K	$0	1	0%	Maintained
3455	SRCM Signature Resources Capital Management Newport Beach, California	$7.42K	$0	1	0%	Maintained
3456	DWS Dynamic Wealth Strategies Granite Bay, California	$7.24K	+$2.42K	1	0%	Increased
3457	HHGA Halbert Hargrove Global Advisors Long Beach, California	$6.92K	+$2.71K	2	0%	Increased
3458	AIS Advocate Investing Services Woodbine, Maryland	$6.91K	$0	1	0.01%	Maintained
3459	BC Bayforest Capital London, United Kingdom	$6.91K	-$371K	1	0.01%	Reduced
3460	PS Pinney & Scofield Cambridge, Massachusetts	$6.82K	$0	1	0%	Maintained
3461	RFS Richardson Financial Services Medway, Massachusetts	$6.76K	+$350	2	0%	Increased
3462	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$6.65K	-$79.7K	5	0%	Reduced
3463	LAS Lloyd Advisory Services Suwanee, Georgia	$6.41K	-$168K	1	0%	Reduced
3464	PP Paladin Partners Hartland, Wisconsin	$6.39K	$0	1	0%	Maintained
3465	SIM Sims Investment Management Cincinnati, Ohio	$6.39K	+$6.05K	1	0%	New
3466	PS PayPay Securities Tokyo, Japan	$6.07K	+$403	2	0.15%	Increased
3467	CVM Cheviot Value Management Beverly Hills, California	$6.01K	$0	1	0%	Maintained
3468	LHEI Leo H. Evart Inc Redwood City, California	$5.97K	$0	1	0%	Maintained
3469	LC Luminist Capital Grand Rapids, Michigan	$5.97K	+$5.65K	1	0.01%	New
3470	SFS Sunrise Financial Services Burien, Washington	$5.97K	$0	1	0%	Maintained
3471	SA Seneschal Advisors Tacoma, Washington	$5.89K	$0	3	0%	Maintained
3472	PF PlanVest Financial Gaithersburg, Maryland	$5.54K	$0	1	0%	Maintained
3473	SWA Strategic Wealth Advisors Scottsdale, Arizona	$5K	$0	1	0%	Maintained
3474	MWM Mosley Wealth Management Anaheim, California	$4.88K	-$24.2K	2	0%	Reduced
3475	HPWM High Point Wealth Management Chester, New Jersey	$4.74K	$0	1	0%	Maintained