← 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	$8K	+$8.29K	1	0%	New
927	O'Shaughnessy Asset Management Stamford, Connecticut	$7K	-$1.08M	1	0%	Reduced
928	GAM Gemmer Asset Management Walnut Creek, California	$6K	-$33K	2	0%	Reduced
929	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$6K	$0	1	0%	Maintained
930	HI Hudock Inc Williamsport, Pennsylvania	$6K	-$54K	1	0%	Reduced
931	SFSIG San Francisco Sentry Investment Group San Francisco, California	$6K	-$4.75K	1	0%	Reduced
932	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$6K	+$7.09K	1	0%	New
933	KIG Kessler Investment Group Columbus, Indiana	$4K	-$1.4M	1	0.01%	Reduced
934	PIM Parasol Investment Management Westmont, Illinois	$4K	+$4.89K	1	0%	New
935	TCI Wealth Advisors Tucson, Arizona	$4K	$0	1	0%	Maintained
936	AC Alexandria Capital Arlington, Virginia	$3K	+$2.84K	1	0%	New
937	ACS Archford Capital Strategies Swansea, Illinois	$3K	$0	2	0%	Maintained
938	Avior Wealth Management Omaha, Nebraska	$3K	$0	1	0%	Maintained
939	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$3K	$0	1	0%	Maintained
940	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$3K	+$2.84K	1	0.01%	New
941	Waverly Advisors Birmingham, Alabama	$3K	$0	1	0%	Maintained
942	OC Oakworth Capital Birmingham, Alabama	$2K	$0	1	0%	Maintained
943	One Capital Management Westlake Village, California	$2K	+$2.17K	1	0%	New
944	TFO Tarbox Family Office Newport Beach, California	$2K	+$1.28K	1	0%	Increased
945	WA WealthTrust-Arizona Scottsdale, Arizona	$2K	$0	1	0%	Maintained
946	RWM Raffa Wealth Management Washington, District of Columbia	$1.23K	-$4.72K	2	0%	Reduced
947	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1K	-$709	1	0%	Reduced
948	NC NewSquare Capital Newtown Square, Pennsylvania	$1K	$0	1	0%	Maintained
949	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
950	CIA Capital Impact Advisors Boston, Massachusetts	$158	-$155K	1	0%	Reduced