← 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
951	TCI Wealth Advisors Tucson, Arizona	$5K	$0	1	0%	Maintained
952	ACS Archford Capital Strategies Swansea, Illinois	$4.07K	-$17.5K	2	0%	Reduced
953	Avior Wealth Management Omaha, Nebraska	$4K	$0	1	0%	Maintained
954	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$4K	$0	1	0%	Maintained
955	Waverly Advisors Birmingham, Alabama	$4K	$0	1	0%	Maintained
956	ATC Adirondack Trust Company Saratoga Springs, New York	$3K	+$2.52K	1	0%	New
957	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2K	$0	1	0%	Maintained
958	MIM Macroview Investment Management Bethesda, Maryland	$2K	$0	1	0%	Maintained
959	NC NewSquare Capital Newtown Square, Pennsylvania	$2K	+$1.71K	1	0%	New
960	OC Oakworth Capital Birmingham, Alabama	$2K	$0	1	0%	Maintained
961	WA WealthTrust-Arizona Scottsdale, Arizona	$2K	-$7.42K	1	0%	Reduced
962	WC Whitnell & Co Oak Brook, Illinois	$2K	+$1.85K	1	0%	New
963	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
964	AIM Acuity Investment Management Toronto, Ontario, Canada	$0	-$120K	0	–	Closed
965	AGF Investments Inc Toronto, Ontario, Canada	$0	-$811K	0	–	Closed
966	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$9.08M	0	–	Closed
967	AT Arden Trust Wilmington, Delaware	$0	-$1.57M	0	–	Closed
968	ACM Argent Capital Management St Louis, Missouri	$0	-$252K	0	–	Closed
969	ATC Argent Trust Company Ruston, Louisiana	$0	-$288K	0	–	Closed
970	AC Ascend Capital Orinda, California	$0	-$5.39M	0	–	Closed
971	Atlantic Union Bankshares Glen Allen, Virginia	$0	-$5K	0	–	Closed
972	Avalon Investment & Advisory Houston, Texas	$0	-$520K	0	–	Closed
973	Axiom Investors Greenwich, Connecticut	$0	-$1.11M	0	–	Closed
974	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$0	-$1.67M	0	–	Closed
975	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$4.47M	0	–	Closed