← 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	MBT Monroe Bank & Trust Monroe, Michigan	$10K	$0	1	0%	Maintained
927	BWA Burt Wealth Advisors North Bethesda, Maryland	$9K	+$8.88K	1	0.01%	New
928	Chicago Partners Investment Group Chicago, Illinois	$7K	+$6.77K	1	0%	New
929	DOA D'Orazio & Associates Falls Church, Virginia	$6K	$0	1	0%	Maintained
930	PFS Physicians Financial Services Raleigh, North Carolina	$6K	+$5.74K	1	0.01%	New
931	TSU TD Securities (USA) New York	$5K	-$8.83K	1	0.05%	Reduced
932	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$4K	-$2K	1	0%	Reduced
933	HI Hudock Inc Williamsport, Pennsylvania	$4K	$0	1	0%	Maintained
934	JFA JNBA Financial Advisors Bloomington, Minnesota	$4K	+$4.55K	1	0%	New
935	PR Payden & Rygel Los Angeles, California	$4K	+$4.22K	1	0%	New
936	Avior Wealth Management Omaha, Nebraska	$3K	$0	1	0%	Maintained
937	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$3K	$0	1	0%	Maintained
938	DPA Delphi Private Advisors San Diego, California	$3K	+$2.76K	1	0.01%	New
939	PCP Proficio Capital Partners Newton, Massachusetts	$3K	+$3.57K	1	0%	New
940	CS Credential Securities Vancouver,	$2.86K	$0	1	0%	Maintained
941	ANBT American National Bank & Trust Wichita Falls, Texas	$2K	$0	1	0%	Maintained
942	NCA NCM Capital Advisers Durham, North Carolina	$2K	$0	1	0.01%	Maintained
943	NC NewSquare Capital Newtown Square, Pennsylvania	$2K	+$1.35K	1	0%	Increased
944	RWM Raffa Wealth Management Washington, District of Columbia	$1.11K	-$614	2	0%	Reduced
945	AWM AllSquare Wealth Management Albany, New York	$1K	$0	1	0%	Maintained
946	Global X Management Company New York	$1K	$0	1	0%	Maintained
947	KCPG Kavar Capital Partners Group Leawood, Kansas	$1K	$0	1	0%	Maintained
948	LWA Lenox Wealth Advisors New York	$1K	+$1.25K	1	0%	New
949	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1K	$0	1	0%	Maintained
950	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained