← 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
851	Benjamin F. Edwards & Company St. Louis, Missouri	$143K	$0	1	0.04%	Maintained
852	WEC Winslow Evans & Crocker Boston, Massachusetts	$140K	+$48.7K	1	0.05%	Increased
853	M MOTCO San Antonio, Texas	$135K	$0	1	0.02%	Maintained
854	FBC Fairfield, Bush & Co Darien, Connecticut	$133K	$0	1	0.06%	Maintained
855	RIA Regal Investment Advisors Kentwood, Michigan	$132K	+$35.6K	1	0.06%	Increased
856	RCM Reynolds Capital Management Las Vegas, Nevada	$130K	-$379K	1	0.08%	Reduced
857	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$127K	+$125K	1	0.04%	New
858	CFS Community Financial System Syracuse, New York	$127K	+$19.2K	1	0.03%	Increased
859	MIC MU Investments Company Tokyo, Japan	$126K	$0	1	0.06%	Maintained
860	UBS O'Connor Chicago, Illinois	$124K	-$816K	1	0%	Reduced
861	AIM Acuity Investment Management Toronto, Ontario, Canada	$120K	-$273K	1	0.07%	Reduced
862	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$119K	-$12.9K	2	0.09%	Reduced
863	FWM Focused Wealth Management Newburgh, New York	$118K	+$368	2	0.1%	Increased
864	PSI Pinnacle Summer Investments Fairfax, Virginia	$116K	$0	1	0.01%	Maintained
865	TF Tompkins Financial Ithaca, New York	$116K	-$1.4K	1	0.03%	Reduced
866	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$114K	$0	2	0%	Maintained
867	VAM Visium Asset Management New York	$111K	-$247K	1	0%	Reduced
868	Buckingham Strategic Wealth Clayton, Missouri	$102K	+$8.34K	1	0.05%	Increased
869	Sequoia Financial Advisors Akron, Ohio	$102K	+$1.9K	1	0.08%	Increased
870	WA WFG Advisors Dallas, Texas	$101K	-$15.1K	2	0.02%	Reduced
871	CFA Carroll Financial Associates Charlotte, North Carolina	$98K	+$10.8K	1	0.03%	Increased
872	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$83K	-$44.2K	1	0.05%	Reduced
873	PVH Psagot Value Holdings Tel Aviv, Israel	$81K	-$42.3K	2	0%	Reduced
874	CAL Capital Advisors Ltd Shaker Heights, Ohio	$80K	+$54K	1	0.05%	Increased
875	Farmers & Merchants Investments Inc Lincoln, Nebraska	$78K	+$295	1	0.01%	Increased