← 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	Simplex Trading Chicago, Illinois	$13K	-$116K	2	0%	Reduced
977	SignatureFD Atlanta, Georgia	$11K	+$7.84K	3	0%	Increased
978	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$10K	-$918	1	0.01%	Reduced
979	LAIC Lederer & Associates Investment Counsel Long Beach, California	$10K	$0	1	0.01%	Maintained
980	DOA D'Orazio & Associates Falls Church, Virginia	$9K	$0	1	0.01%	Maintained
981	VIA Vantage Investment Advisors State College, Pennsylvania	$9K	-$9.6K	1	0.01%	Reduced
982	WCM Wealthcare Capital Management Richmond, Virginia	$9K	-$12K	1	0%	Reduced
983	FMA FNY Managed Accounts New York	$8.16K	+$1.72K	1	0.01%	Increased
984	SSG Summit Securities Group New York	$7K	+$7.06K	1	0%	New
985	Avior Wealth Management Omaha, Nebraska	$4K	$0	1	0%	Maintained
986	DSC Duncker Streett & Co St. Louis, Missouri	$4K	+$4.24K	1	0%	New
987	HI Hudock Inc Williamsport, Pennsylvania	$4K	-$2.44K	1	0%	Reduced
988	CS Credential Securities Vancouver,	$3.71K	$0	1	0%	Maintained
989	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$3K	$0	1	0%	Maintained
990	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$3K	+$3.53K	1	0%	New
991	TC Trust Company Manhattan, Kansas	$3K	$0	1	0%	Maintained
992	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2K	$0	1	0%	Maintained
993	NC NewSquare Capital Newtown Square, Pennsylvania	$2K	$0	1	0%	Maintained
994	RWA Ropes Wealth Advisors Boston, Massachusetts	$2K	$0	1	0%	Maintained
995	TFO Tarbox Family Office Newport Beach, California	$2K	$0	1	0%	Maintained
996	RWM Raffa Wealth Management Washington, District of Columbia	$1.87K	$0	3	0%	Maintained
997	Global X Management Company New York	$1K	+$1.55K	1	0%	New
998	KCPG Kavar Capital Partners Group Leawood, Kansas	$1K	+$1.37K	1	0%	New
999	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1K	+$706	1	0%	New
1000	PIA Peachtree Investment Advisors Atlanta, Georgia	$1K	+$1.41K	1	0%	New