← 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	WSCM Wellington Shields Capital Management New York	$18K	-$218K	1	0%	Reduced
902	KCM Karp Capital Management Sausalito, California	$16K	$0	1	0.01%	Maintained
903	RIA Regal Investment Advisors Kentwood, Michigan	$16K	-$11K	1	0%	Reduced
904	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$15K	+$8.15K	1	0.01%	Increased
905	TFA Transamerica Financial Advisors St. Petersburg, Florida	$15K	-$709	1	0%	Reduced
906	WA WealthTrust-Arizona Scottsdale, Arizona	$15K	+$17.7K	1	0.01%	New
907	SSB Sandy Spring Bank Olney, Maryland	$14K	$0	2	0%	Maintained
908	TSU TD Securities (USA) New York	$14K	-$11.2M	1	0.13%	Reduced
909	Colony Group Boston, Massachusetts	$13K	+$14.9K	1	0%	New
910	RWA Ropes Wealth Advisors Boston, Massachusetts	$13K	+$13.4K	1	0.01%	Increased
911	TCI Wealth Advisors Tucson, Arizona	$13K	$0	1	0.01%	Maintained
912	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$12.2K	$0	1	0.01%	Maintained
913	CWM Catamount Wealth Management Westport, Connecticut	$12K	$0	1	0.01%	Maintained
914	AC Alexandria Capital Arlington, Virginia	$11K	-$3.31K	1	0%	Reduced
915	MBT Monroe Bank & Trust Monroe, Michigan	$10K	$0	1	0%	Maintained
916	Douglass Winthrop Advisors New York	$8K	+$10.9K	1	0%	New
917	IMS Index Management Solutions Philadelphia, Pennsylvania	$8K	-$3.11K	1	0.01%	Reduced
918	RA Rational Advisors Huntington, New York	$8K	-$82.7K	1	0%	Reduced
919	FMA FNY Managed Accounts New York	$7.81K	$0	1	0.02%	Maintained
920	LAIC Lederer & Associates Investment Counsel Long Beach, California	$7K	$0	1	0.01%	Maintained
921	VIA Vantage Investment Advisors State College, Pennsylvania	$7K	+$118	1	0%	Increased
922	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$6K	+$5.73K	1	0.01%	Increased
923	DOA D'Orazio & Associates Falls Church, Virginia	$6K	-$1K	1	0%	Reduced
924	DSC Duncker Streett & Co St. Louis, Missouri	$5K	+$2.36K	1	0%	Increased
925	HI Hudock Inc Williamsport, Pennsylvania	$4K	$0	1	0%	Maintained