← 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	OFW Omnia Family Wealth Aventura, Florida	$112K	+$111K	3	0.06%	New
952	KT Kanaly Trust Houston, Texas	$110K	$0	2	0.02%	Maintained
953	PFS Physicians Financial Services Raleigh, North Carolina	$110K	$0	1	0.09%	Maintained
954	ECM Elgethun Capital Management Sioux Falls, South Dakota	$108K	+$105K	1	0.08%	New
955	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$107K	+$22.2K	1	0.06%	Increased
956	FAM Fortaleza Asset Management Chicago, Illinois	$104K	+$8.03K	1	0.22%	Increased
957	Benjamin F. Edwards & Company St. Louis, Missouri	$103K	$0	1	0.02%	Maintained
958	FIB First Interstate Bank Billings, Montana	$99K	-$3.59K	3	0.02%	Reduced
959	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$97K	-$4.07K	2	0.02%	Reduced
960	SNT Security National Trust Wheeling, West Virginia	$97K	-$6.56K	1	0.03%	Reduced
961	FWM Focused Wealth Management Newburgh, New York	$96K	+$41K	3	0.04%	Increased
962	IHT Wealth Management Chicago, Illinois	$95K	+$90.1K	4	0.07%	New
963	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$89K	-$20.1K	1	0.04%	Reduced
964	CFA Carroll Financial Associates Charlotte, North Carolina	$88K	$0	1	0.01%	Maintained
965	MassMutual Private Wealth & Trust Windsor, Connecticut	$86K	+$84.1K	1	0.01%	New
966	ANBT American National Bank & Trust Wichita Falls, Texas	$86K	-$39.6K	1	0.03%	Reduced
967	Quadrant Capital Group Cincinnati, Ohio	$85K	-$6.33K	4	0.04%	Reduced
968	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$84.6K	+$81.7K	1	0.09%	New
969	AF Arrow Financial Glens Falls, New York	$84K	$0	1	0.02%	Maintained
970	MBT Montecito Bank & Trust Santa Barbara, California	$84K	+$82.1K	1	0.03%	New
971	BTIS BB&T Investment Services Charlotte, North Carolina	$83K	+$81.5K	3	0.06%	New
972	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$82K	+$3.41K	2	0.07%	Increased
973	VCM Versant Capital Management Phoenix, Arizona	$78K	-$3.67K	2	0.04%	Reduced
974	SIM Sonora Investment Management Tucson, Arizona	$73.9K	$0	1	0.02%	Maintained
975	SWA Sutton Wealth Advisors Tampa, Florida	$71.7K	-$5.94K	3	0.06%	Reduced