← 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
926	CFSG Community Financial Services Group Newport, Vermont	$7K	+$6.56K	1	0%	New
927	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$7K	+$6.52K	2	0%	Increased
928	RWM Raffa Wealth Management Washington, District of Columbia	$6.38K	+$4.86K	1	0.01%	Increased
929	CAM ClariVest Asset Management San Diego, California	$6K	+$5.9K	1	0%	New
930	Atlantic Union Bankshares Glen Allen, Virginia	$5K	+$5.31K	1	0%	New
931	SignatureFD Atlanta, Georgia	$5K	+$1.4K	1	0%	Increased
932	Avior Wealth Management Omaha, Nebraska	$4K	+$3.83K	1	0%	New
933	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$4K	$0	1	0%	Maintained
934	TCI Wealth Advisors Tucson, Arizona	$4K	+$4.35K	1	0%	New
935	Waverly Advisors Birmingham, Alabama	$4K	-$1.88K	1	0%	Reduced
936	Winslow Capital Management Minneapolis, Minnesota	$4K	+$4.13K	1	0%	New
937	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2K	+$2.29K	1	0%	New
938	IWC Integrated Wealth Counsel Carmel, California	$2K	$0	1	0%	Maintained
939	MIM Macroview Investment Management Bethesda, Maryland	$2K	+$1.84K	1	0%	New
940	EWM Elite Wealth Management Kirkland, Washington	$1K	-$20K	0	–	Closed
941	OC Oakworth Capital Birmingham, Alabama	$1K	$0	1	0%	Maintained
942	SAM Shamrock Asset Management Dallas, Texas	$1K	+$1.1K	1	0%	New
943	HMS Hanseatic Management Services Albuquerque, New Mexico	$184	-$9.88K	1	0.01%	Reduced
944	AHC Adams Hill Capital Westport, Connecticut	$0	-$11.4M	0	–	Closed
945	AAM Archipel Asset Management Stockholm, Sweden	$0	-$3.03M	0	–	Closed
946	AWS Aris Wealth Services State College, Pennsylvania	$0	-$202K	0	–	Closed
947	AIP ARS Investment Partners New York	$0	-$16.7M	0	–	Closed
948	AIM Assured Investment Management New York	$0	-$1.53M	0	–	Closed
949	BC Banced Corp Edwardsville, Illinois	$0	-$82K	0	–	Closed
950	BCM BBT Capital Management Fort Worth, Texas	$0	-$3.83M	0	–	Closed