← 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	PIA Piedmont Investment Advisors Durham, North Carolina	$70.4K	+$67.7K	1	0%	New
902	SSG Summit Securities Group New York	$69K	+$66.8K	1	0.02%	New
903	NES New England Securities New York	$68K	+$264	2	0.02%	Increased
904	NIM NuWave Investment Management Parsippany, New Jersey	$66K	+$44.7K	1	0.17%	Increased
905	LFR Lehman Financial Resources Media, Pennsylvania	$62K	$0	1	0.03%	Maintained
906	HI Hudock Inc Williamsport, Pennsylvania	$61K	$0	2	0.07%	Maintained
907	PAS Partnervest Advisory Services Santa Barbara, California	$60K	+$5.79K	1	0.03%	Increased
908	RFA Reilly Financial Advisors La Mesa, California	$59K	+$3.71K	1	0.01%	Increased
909	CA CapWealth Advisors Franklin, Tennessee	$54K	$0	1	0.01%	Maintained
910	AW Alpha Windward Westwood, Massachusetts	$46K	-$2.67K	1	0.03%	Reduced
911	FI FCM Investments Dallas, Texas	$46K	$0	1	0.02%	Maintained
912	Capital Analysts LLC Fort Washington, Pennsylvania	$44.8K	+$13.2K	1	0.01%	Increased
913	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$42K	+$38.9K	2	0.01%	New
914	AP Advisors Preferred Rockville, Maryland	$41.7K	+$44.2K	1	0.02%	New
915	GSC Ground Swell Capital Folly Beach, South Carolina	$41K	+$39.5K	1	0.08%	New
916	ST Somerset Trust Somerset, Pennsylvania	$40K	$0	1	0.03%	Maintained
917	GAM Gemmer Asset Management Walnut Creek, California	$39K	$0	3	0.03%	Maintained
918	FFC First Financial Corp Terre Haute, Indiana	$38K	+$14.8K	1	0.02%	Increased
919	Walleye Trading New York	$35K	-$614K	1	0%	Reduced
920	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$34K	-$28K	1	0.02%	Reduced
921	SFU Stonehage Fleming (UK) London, United Kingdom	$34K	-$45.9K	1	0.01%	Reduced
922	IMS Index Management Solutions Philadelphia, Pennsylvania	$33K	+$14K	1	0%	Increased
923	HPBT High Point Bank & Trust High Point, North Carolina	$31K	$0	1	0.01%	Maintained
924	TWM Torch Wealth Management Cincinnati, Ohio	$31K	+$14.8K	1	0.02%	Increased
925	Gradient Investments Arden Hills, Minnesota	$27K	$0	2	0.01%	Maintained