← 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	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$48K	+$48.5K	1	0.02%	New
927	PSC Prentiss Smith & Co Brattleboro, Vermont	$48K	-$17K	1	0.02%	Reduced
928	CFA Camarda Financial Advisors Fleming Island, Florida	$47K	+$13.7K	1	0.03%	Increased
929	AW Alpha Windward Westwood, Massachusetts	$46K	$0	1	0.03%	Maintained
930	ZB Zions Bancorporation Salt Lake City, Utah	$42K	+$41.4K	2	0.01%	New
931	FI FCM Investments Dallas, Texas	$41K	$0	1	0.02%	Maintained
932	PAM Paradigm Asset Management New York	$40.6K	-$547K	1	0%	Reduced
933	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$39K	+$29.2K	1	0.03%	Increased
934	RIA Regal Investment Advisors Kentwood, Michigan	$35K	+$15.1K	2	0.01%	Increased
935	Klingman & Associates New York	$32K	$0	1	0.01%	Maintained
936	WSCM Wellington Shields Capital Management New York	$31K	$0	1	0%	Maintained
937	Country Trust Bank Bloomington, Illinois	$28K	+$27.7K	1	0%	New
938	HPBT High Point Bank & Trust High Point, North Carolina	$27K	$0	1	0.01%	Maintained
939	ACS Archford Capital Strategies Swansea, Illinois	$25.8K	+$21.5K	2	0.02%	Increased
940	Farmers & Merchants Investments Inc Lincoln, Nebraska	$25K	+$5.51K	1	0%	Increased
941	AWS Aris Wealth Services State College, Pennsylvania	$23K	+$23.3K	1	0.02%	New
942	RCG Ruggie Capital Group Tavares, Florida	$22K	+$21.9K	1	0.03%	New
943	SCA Strategic Capital Alternatives Gig Harbor, United States	$22K	+$22.5K	1	0.01%	New
944	AWM AllSquare Wealth Management Albany, New York	$21K	$0	2	0.02%	Maintained
945	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$21K	$0	1	0.01%	Maintained
946	MassMutual Private Wealth & Trust Windsor, Connecticut	$20.4K	-$11K	1	0%	Reduced
947	BAM Barrett Asset Management New York	$20K	-$228K	1	0%	Reduced
948	CFG CKW Financial Group Honolulu, Hawaii	$20K	$0	1	0.01%	Maintained
949	WCM Wealthcare Capital Management Richmond, Virginia	$20K	+$19.5K	1	0%	Increased
950	TFA Transamerica Financial Advisors St. Petersburg, Florida	$19K	$0	1	0%	Maintained