← 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	LWM LBA Wealth Management Jacksonville, Florida	$58K	+$3.99K	2	0.03%	Increased
927	Citizens Financial Group Providence, Rhode Island	$56K	-$19.3K	1	0.01%	Reduced
928	AW Alpha Windward Westwood, Massachusetts	$49K	+$553	1	0.04%	Increased
929	FWM Focused Wealth Management Newburgh, New York	$46K	-$6.08K	2	0.02%	Reduced
930	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$46K	-$31.7K	1	0.02%	Reduced
931	WA WFG Advisors Dallas, Texas	$46K	-$1.11K	2	0.01%	Reduced
932	OC Oakworth Capital Birmingham, Alabama	$45K	+$14.1K	1	0.02%	Increased
933	QAM QCI Asset Management Pittsford, New York	$45K	-$44.5K	1	0.01%	Reduced
934	CAL Capital Advisors Ltd Shaker Heights, Ohio	$44K	$0	1	0.02%	Maintained
935	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$43K	$0	2	0%	Maintained
936	SBL Sargent Bickham Lagudis Boulder, Colorado	$43K	-$24.7K	2	0.01%	Reduced
937	Country Trust Bank Bloomington, Illinois	$42K	+$18.4K	1	0%	Increased
938	Point72 Asset Management Stamford, Connecticut	$42K	-$27.1M	1	0%	Reduced
939	PSC Prentiss Smith & Co Brattleboro, Vermont	$42K	$0	1	0.02%	Maintained
940	Klingman & Associates New York	$41K	$0	1	0.01%	Maintained
941	GAM Gemmer Asset Management Walnut Creek, California	$40K	$0	2	0.02%	Maintained
942	RFA Reilly Financial Advisors La Mesa, California	$40K	-$15.3K	2	0.01%	Reduced
943	CFA Camarda Financial Advisors Fleming Island, Florida	$38K	+$36.6K	1	0.02%	New
944	CHP Cable Hill Partners Portland, Oregon	$37K	-$30.7K	2	0.03%	Reduced
945	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$35K	-$114K	2	0.04%	Reduced
946	BAM Bruderman Asset Management Locust Valley, New York	$33K	+$1.72K	1	0.01%	Increased
947	FFC First Financial Corp Terre Haute, Indiana	$33K	-$42.4K	1	0.02%	Reduced
948	Global X Management Company New York	$33K	+$19.3K	1	0%	Increased
949	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$27K	$0	1	0.03%	Maintained
950	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$27K	-$2.42M	1	0.02%	Reduced