← 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
876	RIA Regal Investment Advisors Kentwood, Michigan	$96K	+$12.5K	1	0.03%	Increased
877	CFA Carroll Financial Associates Charlotte, North Carolina	$95K	$0	1	0.03%	Maintained
878	PVH Psagot Value Holdings Tel Aviv, Israel	$89K	+$9.72K	2	0%	Increased
879	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$85K	$0	1	0.02%	Maintained
880	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$84K	$0	1	0.02%	Maintained
881	RFA Reilly Financial Advisors La Mesa, California	$73K	+$27.8K	2	0.02%	Increased
882	SNT Security National Trust Wheeling, West Virginia	$72K	+$15.2K	1	0.03%	Increased
883	CAL Capital Advisors Ltd Shaker Heights, Ohio	$67K	$0	1	0.04%	Maintained
884	First Horizon Advisors Memphis, Tennessee	$67K	+$57.3K	2	0.01%	Increased
885	IRS Invictus RG (Singapore) Singapore	$65K	-$179K	2	0.08%	Reduced
886	EP Edinburgh Partners Edinburgh, United Kingdom	$63K	$0	1	0.01%	Maintained
887	MAS Madden Advisory Services Jacksonville, Florida	$63K	$0	1	0.03%	Maintained
888	GSC Ground Swell Capital Folly Beach, South Carolina	$61K	+$29.2K	3	0.12%	Increased
889	Wealthfront Palo Alto, California	$59K	-$29.4K	2	0%	Reduced
890	PIA Piedmont Investment Advisors Durham, North Carolina	$56.3K	-$1.7K	1	0%	Reduced
891	NES New England Securities New York	$54K	-$7.58K	2	0.02%	Reduced
892	WSCM Wellington Shields Capital Management New York	$52K	-$273K	1	0.01%	Reduced
893	LFR Lehman Financial Resources Media, Pennsylvania	$51K	$0	1	0.03%	Maintained
894	CA CapWealth Advisors Franklin, Tennessee	$45K	$0	1	0.01%	Maintained
895	FFC First Financial Corp Terre Haute, Indiana	$41K	+$10.6K	1	0.02%	Increased
896	FNYS First New York Securities New York	$40.9K	+$45.8K	1	0.03%	New
897	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$39K	+$638	2	0.01%	Increased
898	AW Alpha Windward Westwood, Massachusetts	$38K	$0	1	0.03%	Maintained
899	FI FCM Investments Dallas, Texas	$38K	$0	1	0.02%	Maintained
900	Capital Analysts LLC Fort Washington, Pennsylvania	$36.9K	+$213	1	0.01%	Increased