← 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	MBT Monroe Bank & Trust Monroe, Michigan	$13K	$0	1	0%	Maintained
977	NC NewSquare Capital Newtown Square, Pennsylvania	$13K	+$8.67K	1	0%	Increased
978	SSB Sandy Spring Bank Olney, Maryland	$13K	$0	2	0%	Maintained
979	VIA Vantage Investment Advisors State College, Pennsylvania	$13K	-$7.73K	1	0.01%	Reduced
980	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11K	-$276	1	0%	Reduced
981	SIG Stanford Investment Group Mountain View, California	$10K	+$8.84K	1	0.01%	New
982	HF Hoxton Financial Shepherdstown, West Virginia	$9K	+$8.29K	1	0%	New
983	TSU TD Securities (USA) New York	$7K	$0	1	0.06%	Maintained
984	Brown Brothers Harriman & Co New York	$6K	-$56K	1	0%	Reduced
985	EDRE Edmond de Rothschild (Europe) Luxembourg	$6K	-$125K	1	0%	Reduced
986	LJHT Laurie J. Hall Trustee	$6K	+$4.97K	1	0%	New
987	PCP Proficio Capital Partners Newton, Massachusetts	$6K	+$2.3K	2	0.01%	Increased
988	AP Atwood & Palmer Kansas City, Missouri	$5K	-$97.4K	1	0%	Reduced
989	BWA Burt Wealth Advisors North Bethesda, Maryland	$5K	-$4.81K	1	0%	Reduced
990	EMG ETF Managers Group Summit, New Jersey	$5K	+$23K	1	0%	New
991	HI Hudock Inc Williamsport, Pennsylvania	$5K	+$1.71K	2	0%	Increased
992	PR Payden & Rygel Los Angeles, California	$5K	$0	1	0%	Maintained
993	TFO Tarbox Family Office Newport Beach, California	$5K	+$3.04K	1	0%	Increased
994	CS Credential Securities Vancouver,	$3.44K	$0	1	0%	Maintained
995	Avior Wealth Management Omaha, Nebraska	$3K	$0	1	0%	Maintained
996	DPA Delphi Private Advisors San Diego, California	$3K	$0	1	0.01%	Maintained
997	AWM AllSquare Wealth Management Albany, New York	$2K	$0	1	0%	Maintained
998	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2K	+$1.44K	1	0%	New
999	NCA NCM Capital Advisers Durham, North Carolina	$2K	$0	1	0.01%	Maintained
1000	RWM Raffa Wealth Management Washington, District of Columbia	$1.35K	$0	2	0%	Maintained