← 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	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$41K	+$35.9K	1	0%	New
952	GAM Gemmer Asset Management Walnut Creek, California	$40K	-$19.4K	2	0.02%	Reduced
953	Klingman & Associates New York	$38K	$0	1	0.01%	Maintained
954	GWM Gupta Wealth Management San Diego, California	$35K	-$17.1K	1	0.01%	Reduced
955	BAM Bruderman Asset Management Locust Valley, New York	$32K	-$14.5K	1	0.01%	Reduced
956	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$31K	$0	1	0.02%	Maintained
957	OC Oakworth Capital Birmingham, Alabama	$31K	+$4.14K	1	0.01%	Increased
958	Group One Trading Chicago, Illinois	$28K	-$78.5K	1	0%	Reduced
959	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$28K	-$5.25K	1	0.03%	Reduced
960	Tower Research Capital (TRC) New York	$27K	-$66.8K	2	0%	Reduced
961	CA CapWealth Advisors Franklin, Tennessee	$26K	+$23.2K	1	0.01%	New
962	Country Trust Bank Bloomington, Illinois	$25K	$0	1	0%	Maintained
963	HCM Horrell Capital Management Little Rock, Arkansas	$25K	+$22.1K	1	0.02%	New
964	Hillsdale Investment Management Toronto, Ontario, Canada	$24K	+$21.3K	1	0.01%	New
965	DOA D'Orazio & Associates Falls Church, Virginia	$23K	+$15.3K	2	0.01%	Increased
966	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$22K	$0	1	0.01%	Maintained
967	Krilogy Financial St. Louis, Missouri	$22K	-$123K	1	0.01%	Reduced
968	Gradient Investments Arden Hills, Minnesota	$18K	+$552	1	0%	Increased
969	TCI Wealth Advisors Tucson, Arizona	$18K	+$1.67K	2	0.01%	Increased
970	Global X Management Company New York	$15K	+$11.5K	1	0%	Increased
971	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$14.9K	$0	1	0.01%	Maintained
972	CYG Clean Yield Group Norwich, Vermont	$14K	+$12.2K	1	0.01%	New
973	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$14K	-$95.8K	3	0%	Reduced
974	VCM Vigilant Capital Management Portland, Maine	$14K	-$5.23M	1	0%	Reduced
975	GWS Glassman Wealth Services Vienna, Virginia	$13K	+$11K	1	0.01%	New