← 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
901	TCCM Timber Creek Capital Management Boston, Massachusetts	$30K	$0	1	0.03%	Maintained
902	TWM Torch Wealth Management Cincinnati, Ohio	$30K	+$28.5K	1	0.02%	New
903	IMS Index Management Solutions Philadelphia, Pennsylvania	$28K	+$3.7K	1	0.01%	Increased
904	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$28K	$0	1	0.01%	Maintained
905	CAL Capital Advisors Ltd Shaker Heights, Ohio	$25K	+$23.3K	1	0.02%	New
906	CCS Crosspoint Capital Strategies Orinda, California	$25K	+$23.9K	2	0.01%	New
907	PCM Prelude Capital Management New York	$21K	+$16.3K	1	0%	Increased
908	PSC Prentiss Smith & Co Brattleboro, Vermont	$21K	+$19.8K	1	0.01%	New
909	EWM Elite Wealth Management Kirkland, Washington	$20K	+$18.5K	1	0.01%	New
910	Gradient Investments Arden Hills, Minnesota	$16K	$0	1	0%	Maintained
911	PFA Paradigm Financial Advisors Des Peres, Missouri	$16K	+$14.7K	1	0.02%	New
912	MBT Monroe Bank & Trust Monroe, Michigan	$15K	$0	1	0.01%	Maintained
913	JFA JNBA Financial Advisors Bloomington, Minnesota	$14K	$0	1	0.01%	Maintained
914	SFSIG San Francisco Sentry Investment Group San Francisco, California	$13K	$0	1	0%	Maintained
915	SEC Seven Eight Capital New York	$13K	+$13.7K	1	0.01%	New
916	HMS Hanseatic Management Services Albuquerque, New Mexico	$11K	+$711	1	0.01%	Increased
917	SSB Sandy Spring Bank Olney, Maryland	$11K	$0	1	0%	Maintained
918	DOA D'Orazio & Associates Falls Church, Virginia	$8K	+$7.68K	1	0.01%	New
919	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$8K	$0	1	0%	Maintained
920	Saturna Capital Bellingham, Washington	$8K	$0	1	0%	Maintained
921	TCM Tradewinds Capital Management Bellingham, Washington	$8K	+$7.12K	1	0.01%	New
922	FAM Formidable Asset Management Cincinnati, Ohio	$7K	+$6.97K	1	0%	New
923	TDC Thompson Davis & Co Richmond, Virginia	$6K	+$5.36K	1	0.01%	New
924	Waverly Advisors Birmingham, Alabama	$6K	+$5.5K	2	0%	New
925	LWA Lenox Wealth Advisors New York	$5K	+$2.92K	1	0%	Increased