← 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
976	RA Rational Advisors Huntington, New York	$18K	+$17K	1	0%	New
977	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$16.2K	+$15.7K	1	0.01%	New
978	FCT Family Capital Trust Peabody, Massachusetts	$16K	+$15.3K	1	0.01%	New
979	SFU Stonehage Fleming (UK) London, United Kingdom	$16K	-$5.57K	1	0.01%	Reduced
980	HM Payson & Co Portland, Maine	$15K	$0	1	0%	Maintained
981	JFA JNBA Financial Advisors Bloomington, Minnesota	$15K	$0	1	0.01%	Maintained
982	LAIC Lederer & Associates Investment Counsel Long Beach, California	$15K	+$15.3K	1	0.01%	New
983	GWA Genesis Wealth Advisors Braintree, Massachusetts	$14.7K	+$12.6K	1	0.01%	New
984	GWS Glassman Wealth Services Vienna, Virginia	$14K	+$13.2K	1	0.01%	New
985	MBT Monroe Bank & Trust Monroe, Michigan	$14K	+$13.2K	1	0%	New
986	PR Payden & Rygel Los Angeles, California	$14K	$0	1	0%	Maintained
987	CCS Crosspoint Capital Strategies Orinda, California	$13K	$0	2	0%	Maintained
988	SSB Sandy Spring Bank Olney, Maryland	$13K	+$2.7K	1	0%	Increased
989	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$12K	-$7.32K	1	0.01%	Reduced
990	DOA D'Orazio & Associates Falls Church, Virginia	$9K	$0	1	0%	Maintained
991	VIA Vantage Investment Advisors State College, Pennsylvania	$9K	+$66	1	0.01%	Increased
992	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$7K	$0	1	0%	Maintained
993	HI Hudock Inc Williamsport, Pennsylvania	$7K	$0	1	0%	Maintained
994	KCM Karp Capital Management Sausalito, California	$7K	+$6.12K	1	0.01%	New
995	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$7K	+$6.59K	1	0%	New
996	AC Alexandria Capital Arlington, Virginia	$6K	+$3.63K	1	0%	Increased
997	SIA Stancorp Investment Advisers Portland, Oregon	$6K	+$5.47K	1	0%	New
998	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$5K	+$5.01K	1	0%	New
999	SignatureFD Atlanta, Georgia	$5K	+$5.14K	2	0%	Increased
1000	ACS Archford Capital Strategies Swansea, Illinois	$4K	$0	2	0%	Maintained