← 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
3476	FG Fairman Group Chesterbrook, Pennsylvania	$4.69K	$0	1	0%	Maintained
3477	BIM Breakwater Investment Management Seattle, Washington	$4.65K	-$9.23K	3	0%	Reduced
3478	GA GoalVest Advisory New York	$4.55K	+$1.21K	2	0%	Increased
3479	TC Trust Company Manhattan, Kansas	$4.53K	$0	3	0%	Maintained
3480	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$4.26K	$0	1	0%	Maintained
3481	GCS Gordian Capital (Singapore) Singapore	$4.26K	$0	1	0.01%	Maintained
3482	MIM Marshall Investment Management Littleton, Colorado	$4.15K	+$4.5K	1	0%	New
3483	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$4.15K	$0	1	0%	Maintained
3484	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$3.83K	+$3.63K	1	0%	New
3485	PIP Philadelphia Investment Partners Voorhees, New Jersey	$3.83K	$0	1	0%	Maintained
3486	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$3.43K	+$3.23K	1	0%	New
3487	BC Broadwater Capital Boston, Massachusetts	$3.41K	$0	1	0%	Maintained
3488	PMIM Prudent Man Investment Management Louisville, Colorado	$3.19K	$0	1	0%	Maintained
3489	CWM Copia Wealth Management Bend, Oregon	$2.98K	+$2.82K	1	0%	New
3490	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$2.98K	$0	1	0%	Maintained
3491	FAI Fiduciary Advisors Inc St. Louis, Missouri	$2.56K	+$2.42K	1	0%	New
3492	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$2.13K	+$2.02K	1	0%	New
3493	PIS POM Investment Strategies Raleigh, North Carolina	$2.11K	-$12.9K	1	0%	Reduced
3494	CFG CKW Financial Group Honolulu, Hawaii	$2K	+$1.61K	1	0%	New
3495	IPS Investors Portfolio Services Puyallup, Washington	$1.92K	$0	2	0%	Maintained
3496	APW Atlantic Private Wealth Chapel Hill, North Carolina	$1.7K	$0	1	0%	Maintained
3497	BAM Bellevue Asset Management Bellevue, Washington	$1.38K	+$1.5K	1	0%	New
3498	3FI 3 Factor Indexing Sacramento, California	$1.34K	$0	2	0%	Maintained
3499	CI Cordant Inc Portland, Oregon	$1.28K	+$807	1	0%	New
3500	MCA Maryland Capital Advisors Chester, Maryland	$1.08K	+$888	2	0%	New