← 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	Avior Wealth Management Omaha, Nebraska	$3K	$0	1	0%	Maintained
927	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$3K	$0	1	0%	Maintained
928	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$3K	$0	1	0%	Maintained
929	Pathstone Family Office Englewood, New Jersey	$3K	+$3.54K	1	0.01%	New
930	CS Credential Securities Vancouver,	$2.82K	$0	1	0%	Maintained
931	AWM AllSquare Wealth Management Albany, New York	$2K	-$16K	1	0%	Reduced
932	ANBT American National Bank & Trust Wichita Falls, Texas	$2K	+$1.77K	1	0%	New
933	FPFS First Personal Financial Services Charlotte, North Carolina	$2K	+$1.48K	1	0%	New
934	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2K	-$9.33K	1	0%	Reduced
935	NCA NCM Capital Advisers Durham, North Carolina	$2K	-$152K	1	0.01%	Reduced
936	TFO Tarbox Family Office Newport Beach, California	$2K	+$472	1	0%	Increased
937	TC Trust Company Manhattan, Kansas	$2K	$0	1	0%	Maintained
938	Twin Tree Management Dallas, Texas	$2K	-$54.1K	1	0%	Reduced
939	RWM Raffa Wealth Management Washington, District of Columbia	$1.68K	$0	3	0%	Maintained
940	Global X Management Company New York	$1K	+$177	1	0%	Increased
941	KCPG Kavar Capital Partners Group Leawood, Kansas	$1K	$0	1	0%	Maintained
942	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1K	$0	1	0%	Maintained
943	NC NewSquare Capital Newtown Square, Pennsylvania	$1K	$0	1	0%	Maintained
944	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
945	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$432K	0	–	Closed
946	1GA 1st Global Advisors Dallas, Texas	$0	-$339K	0	–	Closed
947	AIM Ada Investment Management New York	$0	-$533K	0	–	Closed
948	AGM Alpine Global Management New York	$0	-$383K	0	–	Closed
949	ACM Alta Capital Management Salt Lake City, Utah	$0	-$267K	0	–	Closed
950	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$0	-$748K	0	–	Closed